On July 14, according to the "Global TV panel PSI monthly Data Report" by market research institution DISCIEN Dijian, H1 global LCD TV panel shipments were 122.1M, down 9% year-on-year and down 3% quarter-on-quarter; Shipment area of 82.2M ², down 8% year-on-year, down 3% quarter-on-quarter; In terms of OLED TV panels, H1 OLED TV panel shipments were 0.7M, down 62% year-on-year.
BOE (BOE) : Q2 shipments were 15.4M, up 7% quarter-on-quarter and down 3% year-on-year; H1 shipments were 29.8M, down 9% year-on-year. The market share reached 24%; From the perspective of shipment scale, due to strict control of production in January, the month's shipment was less than 4M, and the brand actively added demand after the price rebound, and the shipment scale quickly recovered to the level of more than 5M. From the perspective of size structure, the demand for large sizes is improving, and the shipment share is gradually rising; Due to weak demand, the share of small and medium size contracted to less than 25% month by month under the operational strategy of production on demand.
CSOT (Huaxing Optoelectronics) : Q2 shipments of 12.4M, an increase of 9% quarter-on-quarter and 7% year-on-year; H1 shipments 23.7M, basically flat year-on-year. The market share reached 19%; From the perspective of shipment scale, except for 32 inches, the basic shipments of all sizes showed a monthly rising trend. From the perspective of size structure, 55 inches into March, the monthly scale of more than 1M, CSOT main shipping size 32 and 55 inches share of more than 50%, and are in the G8.5 generation line production, because the main depreciation of G8.5 tends to complete, G8.5 generation line products stable shipment of CSOT performance improvement plays a supporting role.
HKC (Huike) : Q2 shipments of 11M, up 2% quarter-on-quarter, down 5% year-on-year; H1 shipments were 21.9M, down 4% year-on-year, and the market share reached 18%. From the perspective of shipment scale, it was basically maintained at about 3.7M from February to June. It is worth noting that 55-inch shipments rose rapidly and exceeded 500K in June, mainly due to the decrease in the supply of LGD Guangzhou factory, and some customers gradually turned to HKC purchase. From the perspective of size structure, HKC product structure is still dominated by small and medium-sized sizes, of which the share of products under 50 inches is 77%, in the context of small and medium-sized prices continue to rise, its performance has improved or more obvious.
