Due to the continuous expansion of production capacity of Chinese manufacturers, the investment area of large-size panel glass will increase by 8.7% in 2018. The three new production lines this year include BOE Hefei 10.5 generation line, CLP Rainbow 8.6 generation line, Panda Optoelectronic Chengdu 8.6+ generation. Both of them were mass-produced during the off-season in the first half of the year, all of which were used to produce TV products, which led to a sharp drop in TV panel prices. Among them, the price of 65吋 fell by as much as $10 per month, while the price of 32吋 was also 4 months in May and two months in May. It fell more than 10 dollars.
Wang Jingyi, senior research manager of WitsView, pointed out that due to the sharp impact of TV panel prices, Innolux, AUO and LGD in the first quarter of the 6th generation line product portfolio adjustment, reduce the glass input of 65 吋 TV panel, increase the size of the TV panel or monitor The input of the panel. BOE, Huaxing Optoelectronics reduced the investment of 32 吋 glass, and switched to larger-size TV products. In addition, Huaxing Optoelectronics and Samsung Display were repaired in March and April respectively.
32 吋 panel supply is reduced, panel factory inventory has been cleared in April and May, short-term rush order demand emerges, plus the peak season is coming, some panel factories began to control the quotation, making 32 吋 price in July Some panel makers even shouted more than $3 in July. As the price of TV panels of different sizes is interlocking, after 32 吋 rise, there is an opportunity to drive the price of 40吋 to 43吋 to be flat or even small. After the demand for fermentation in the peak season and the reversal of small and medium-sized prices, it is expected that the price of 55吋 will be flat in August.
As for the price of the monitor panel, the price of the small-size TN panel is flat due to the driver IC, the shortage of passive components and the Guardian Songjiang factory. In the price of the monitor IPS panel, the current brand has no border demand, especially 23.8.吋 demand has been greatly shifted from the general frame to no border, but at this stage, the panel factory has limited production capacity without borders, which makes the supply tight, so that the price of 23.8 吋 borderless panels will stop falling in June.
The price of notebook panel was mainly delayed by the supply of driver ICs in June, which prompted the brand manufacturers to buy panels in advance in June to meet the peak season. Therefore, most notebook panel prices were flat in June.