Just days after the Spring Festival, a few days earlier, IHS released the global TV panel prices in February 2018. Unexpectedly, TV panel prices continued to fall in February, though the price pressure still varies depending on the panel size. Panel prices fell 1 US dollar, an increase of about 2%; 40-inch panel prices fell 3 US dollars, an increase of about 3%; 43-inch panel prices fell 4 US dollars, an increase of about 4%; 49-inch panel prices fell 5 US dollars, For the 4-inch panel, while the price of the 55-inch panel fell by 1% to approximately 1%. The 43-inch and 49-inch panel prices were the most pressure-hungry.
It is learned that some television manufacturers have prepared sufficient stockpiles between December 2017 and January 2018. Although the Chinese market has just undergone the Spring Festival promotional season, sales in the fourth quarter of 2017 and January 2017 are not very good Strong, so in February still have a higher panel inventory levels, followed by also have a more powerful supply chain bargaining power.
IHS analysts believe television makers have sent a signal to panel makers asking them to push prices down further, and in the past few months, the 32-inch and 55-inch panels have enjoyed a more modest price cut, tending to panel makers Panels of these sizes offer more price concessions, but the panel makers have not yet agreed to these concessions, and in the meantime, in order to boost shipments and lock in demand, panel makers are now waiting for 40-, 43-, 50-inch panels and 65-75 inches The size of the panel provides a strategic low price, so far, different sizes of panels have been the price gap has narrowed, which is likely to lead to television manufacturers on the first quarter of 2018 the transfer of demand.
After the arrival of spring, most TV manufacturers are about to launch new models, while the spring promotion will also kick off for the next May promotion, product promotion and mid-year sales inventory protection, a new round of panel procurement needs or Will face adjustments, according to industry estimates, in order to ensure the volume of shipments, March TV panel prices will continue to maintain a slight decline in the situation.