AUO, Caijing and other panel makers are also happy to watch the market conditions in the second half of the year, but they have not disclosed whether they will adopt price increase measures. The industry believes that Innolux is the leading panel in Taiwan, and the price rises in the leading factory, AUO, Cai Crystal and other operators may also reflect on the quotation in due course according to the market mechanism.
In the first half of this year, the panel quotation 'only fell not rising', coupled with the new capacity of the mainland BOE and other new capacity, Qun Chuang once called out 'hardships come', causing market anxiety. With the group to raise the offer, a year this year Since the panel price has only fallen, it has revealed that the panel factory operation has turned positive.
Yang Hongwen, vice president of QunChuang, said that the small and medium-sized panels were affected by the conversion of full-screen products in the first half of this year, and the overall demand was deferred. As the product conversion came to an end, the recent orders were in short supply, and with the arrival of the peak season, large customers were very active in pulling goods. All of the small and medium size production lines of Innolux are fully loaded.
Yang Hongwen revealed that at present, most of the small and medium-sized supply gaps continue to expand, and most products will increase their prices. Some mobile phones and flat panel panels will increase by a two-digit percentage. The first job in the second half of 2018 is to fully meet the needs of customers. The overall situation will be better than this year next year.
Economic daily report
Yang Zhuxiang, general manager of Innolux TV and AII business group, said that the performance of Group 2's large-size panel grew month by month, and this season will be better than last season. Despite the huge global production capacity of the panel in the case of giants, but at the micro level Under the circumstances, Innolux found a differentiated niche point, which is enough to make the Group's future production capacity full.
Yang Zhuxiang also confirmed that the price of the main size TV panel of Qunhuang was stupid, and was officially adjusted in July, including the 40, 50, 58, and 65吋 series of products that Innolux and other competitors have separated. The percentage increase in digits.
Yang Zhuxiang pointed out that the Group's TV panel shipments in the first half of this year and the second half of this year are about 45:55 or 4:6. The TV season will continue to strengthen from the third quarter to the fourth quarter. The more stable.
He stressed that the market is pessimistic about the large-size panel market, and believes that it will be oversupply, but with the new capacity of the industry still has the problem of waiting for customer service, as well as driver IC, passive components and other material shortages to be solved, as well as the mainland's official environmental protection requirements Both have affected the expansion rate of the new capacity of the mainland panel factory and have a positive effect on the overall market supply.
In terms of NB panel, due to the wave of schooling after the summer vacation, the black season in North America, and the traditional peak season for Christmas shopping, the market supply is slightly tight, so the price has also increased slightly.