The decline in TV panel prices eased, but research agencies pointed out that Samsung's suspension of TV panel purchases may extend to mid-July, and it was reported that some brands significantly reduced LCD (Monitor), laptop panel purchases.
Research institute OMDIA senior research director Xie Qinyi today accepted a telephone interview said that small size TV panel prices slowed down, but large size TV panel price pressure is still in; Samsung's suspension of purchases is likely to last beyond mid-July, and the oversupply pressure will continue.
David hsieh, points out that electronic information panel also continued price pressure, some international brand big emergency notification panel factory, July liquid crystal display (Monitor), season 3 laptop panel demand by 50%, mainly affected panel factory for Beijing Oriental (indicate), LGD (LGD), au, innolux, huaxing photoelectric, sharp, wide influence level.
In addition, the report of Group Intelligence, a research agency, predicts that 260 million LCD TV panels will be shipped globally in 2022, of which 68 million will be shipped in the first quarter, accounting for 26.5% of the annual shipment scale. For the second to fourth quarters, average shipments are expected to be around 62 million units
Group wisdom consulting that the second half of the TV panel terminal market is still uncertain factors, the second half of the peak season is not prosperous, weak demand.
Group Intelligence explained that in the second quarter, the outbreak of the War between Russia and Ukraine, the demand in the European market slowed down, the purchase volume of brands reduced to a new low in nearly 10 years, the demand for large-size TV panel continued to deteriorate, the demand for small-size TV panel declined, and the panel shipments in the second quarter decreased rapidly.
In the third quarter, Samsung suspended panel procurement and strictly controlled inventory, spreading pessimism and affecting the purchasing confidence of other brands. Panel shipment in the third quarter may not be prosperous in the busy season.
In the fourth quarter, as shipping costs continue to fall, panel prices gradually bottomed out, and brand inventories tend to be healthy, the demand for large-size TV panels is expected to resume growth, but the end consumer market is still not enough to buy gas, panel manufacturers shipment strength is difficult to recover strongly.
