February panel prices in various sizes and then cut prices, all indicates that the whole machine manufacturers may be ushering in the pressure of turning point.
Panel prices down again
Yesterday, the international data statistics agency IHS released the global TV panel prices in February. In February, the TV panel prices continued to fall. Among them, the prices of 43-inch and 49-inch panels dropped the most.
Statistics show that the price of a 32-inch panel fell by about 1% to $ 1; the price of a 40-inch panel dropped by $ 3, or about 3%; the price of a 43-inch panel dropped by $ 4, or about 4%; the price of a 49- 5 US dollars, an increase of about 4%; 55-inch panel prices fell $ 1, an increase of about 1%. 43-inch, 49-inch panel prices the biggest pressure of decline.
In accordance with the law, 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 51 promotions, mid-year sales promotion and product inventory protection, the industry is expected to To ensure that shipments, March TV panel prices will continue to maintain a slight decline in the situation.
Productivity promotion
Data show that by the potential impact of the World Cup and other sports events, the global LCD panel shipments area growth rate will still exceed 7%.
It is reported that in 2017 the LCD industry overall capacity growth rate of rapid growth last year, the global TV panel shipments reached 262 million pieces, an increase of 1.6%, shipping area of 138 million square meters, an increase of 6.1%, while 2018-2019 During the period, a number of 10.5-generation lines will be put into operation. By 2018, the global TV panel production capacity will increase by 10.5%. In particular, the supply of oversized panels such as 50-, 65- and 75-inch panels will increase significantly.
Production capacity to promote the decline in panel prices will have a great impact on the machine manufacturers.Computer insiders said the 50-inch 4K-level panel, for example, if the monthly decline of 4 US dollars, will ease the machine manufacturers per million Taiwan's 25 million profit pressure.
IHS still gave a downward forecast for the shipment price of TV panels in March, which means that the price of TV panels will fall back to pre-2017 levels in the first quarter of 2018. If panel prices keep decreasing during the year, It is a landmark turning point for large-scale TV manufacturers to reverse their profit dilemma.
IHS analysts believe that at present, quite a few television manufacturers are well-stocked and have already sent a signal to panel makers asking them to further push prices down. In the past few months, the prices of 32-inch and 55-inch panels have been modestly reduced, TV makers are asking panel makers to offer more discounts on these sizes, but the panel makers have not yet agreed to these concessions, and in an effort to boost shipments and lock in demand, panel makers are now hitting 40, 43, 50-inch Panels and 65-75-inch panels of the larger size offer a strategic low price, for the moment, the price difference between panels of different sizes has been reduced, is likely to lead to television manufacturers on the first quarter of 2018 the transfer of demand.