As for the TV panel shipment status in June, WitsView Research Manager Hu Jialu pointed out that since the 618 promotion period of the whole machine price fell by more than 20% from the 315 period, it helped to stimulate channel sales and reduce inventory; the timing entered the end of the second quarter, TV The panel price has approached the cash cost. The brand is also aware that the panel price will continue to fall. There is limited room for the panel to take stock. Therefore, WitsView estimates that TV panel shipments in June will continue to be shipped in May.
BOE Promotions Reinvent the Champion, Innolux Shipments More Than 40%
Observing the shipment of TV panels in May, BOE adjusted the product mix of the 8.5-generation line, increased the 55-inch production proportion, and set a new record of shipments of 590,000 units in that size. In addition, in order to reduce the 32-inch up to 600,000. In stocks, BOE adopted the project price to complete inventory deduction, with 2.578 million shipments, a monthly growth of 30.2%. At the same time, BOE's shipment of TV panels in May increased by 4.774 million, and its monthly growth rate was 19%. Not only did the crowded LeGold display (LGD) once again stand up to the faucet, it also refreshed the BOE TV panel shipment record.
Due to the poor demand conditions of Innolux, the shipment base period in April was low, and the inventory pressures of 39.5-inch and 50-inch were not small. Therefore, through the project approach, nearly 40% of 39.5-inch stocks were successfully processed, resulting in large shipments. It increased by 136% to 1.37 million. It prompted Innolux to ship 3.817 million TV panels in May and grew by 42.5% in May. It performed the best in the six panel makers and returned to second place.
Panel declining customer's willingness to pull goods is low, Yuejin Display's shipments declined by 7% in May
The LeGold display (LGD), which has always been the leader in TV panel shipments, started to decline in the second quarter of this year due to the continuous decline in panel prices, which affected the pulling power of customers. As a result, LGD declined for two consecutive months. The mainstream size is 43-65 inches. The monthly decline of shipments in the interval reached 9.4%, indirectly affecting only 3.643 million TV panel shipments in May, and a monthly decrease of 7%. The largest recession among the six panel makers.
Huaxing Optoelectronics, one of the main 32-inch panel suppliers, chose to adjust its product portfolio in order to reduce the risk of 32-inch stock picking. Although shipments of 43-inch and 49-inch products increased effectively by 38.8% and 21.1% respectively, monthly shipments remained unchanged. The recession was 3.1%, reaching 3.24 million.
Samsung Display (SDC) froze demand in the second quarter. The annual inspection of the South Korean plant began in April. Although the production volume in April and May was affected, resulting in a low water level for two consecutive months, SDC had a 65-inch The production scale and cost advantage can still break through in the price-cut Red Sea, and shipments will return to 400,000 shipments, bringing the volume of TV panel shipments to 3.15 million in May, a 2.8% month-on-month increase.
AUO's TV panel shipments reached 2.005 million in May and declined by 1.1% on a monthly basis. This was mainly due to the overall poor demand and the continued suppression of price reductions by the panel, which inhibited customers' willingness to pull goods. The main dimensions were 50 inches and 55 inches. The volume of goods declined by 6.3% and 7.8% respectively.