According to a recent survey by TrendForce, panel manufacturers in Mainland China accounted for nearly 60% of global TV panel shipments in the first half of 2021 through continuous capacity expansion and consolidation.
TrendForce said it expects the total footprint of the TV panel 5 line to be 2.5 percent lower in the fourth quarter than originally planned, as some panel manufacturers have begun to evaluate the feasibility of adjusting capacity in the fourth quarter due to supply imbalances that may not resolve themselves in the short term. In addition, in addition to expanding the TV panel production ratio of 85 inches (or more), panel manufacturers will also adjust the capacity allocation accordingly, and plan to shift part of the TV panel production capacity to the production of IT panels such as desktop monitors and laptops, which are still in demand at this stage.
Based on these potential production schedule adjustments, the TV panel footprint is expected to decline 2.1 percent in the fourth quarter from the third quarter. Among them, and TV panel production focus 8.5 generation line change is the most significant, quarterly reduction is expected to be as high as 11.5%.
Earlier, research firm DSCC's latest report said TV panel pulling momentum was weak, and panel prices continued to fall in August and September, so the year-end price forecast was revised down again. It is expected to be lower than the same period last year, but still above panel factory costs, so the latter can maintain a stable profit for the whole year.
Rising panel prices are likely to lead to an unprecedented rise in THE price of TELEVISIONS in the US, which will dampen demand, while the renewed spread of the epidemic will also have a negative impact on global TV demand, the report said. Meanwhile, parts shortages and logistical problems have left brands and retailers scrambling to find enough supplies for nearly a year, leading to a build-up of inventory.
According to DSCC is expected, the small size TV panel (32 inches and 55 inches) and large size TV panels (65 inches and 75 inches) peak in June, July, August all size of the TV panel prices fell, the agency to track the average size of 7 kinds of panel prices fell by 9.4%, including 32 inches panel fell by nearly 15%, They are expected to continue falling in September, with an average decline of 8.6 per cent.
