BOE: TV panel prices rebound, the industry has to wait for two years

Liu Xiaodong, president of BOE, appeared in the Konka color TV new product launch conference on the afternoon of July 9 and accepted an interview with the media. He expressed his views on the price increase of TV panels. Liu Xiaodong believes that there are three main reasons for this wave increase: First, the panel factory Product structure adjustment, such as BOE to reduce the output of small and medium-sized TV panels such as 32 inches, while increasing the output of oversized TV panels of 65 inches and above; Second, the panel factory actively adjusted the capacity utilization; Third, the third quarter of each year is the traditional peak season. Increased demand, destocking to force.

It is expected that in July 2018, 32, 40-inch TV panel prices will rise slightly; 43, 55-inch panel prices will stop falling; 49, 50-inch panel prices will remain stable; 65-inch panel prices will drop by $5.

In addition, Li Zhihui, a senior analyst of Qunzhi Consulting TV Industry Chain Research Department, also believes that the TV panel price fluctuation is a phased price increase. First, the panel price is basically close to the panel factory's cash cost, and the panel factory has no intention to lower the price. Secondly, In the third quarter, the demand for the overseas market peak season, the demand growth; Third, the panel factory actively adjust the product structure, continue to promote large-scale to digest capacity. In addition, she added, because Chinese panel manufacturers actively expand the production capacity of high-generation LCD panels, the future The supply and demand of the panel is still surplus. According to the current announced plan, by the end of 2019, the high-generation panel production line (more than 8.5 generations) completed in mainland China will reach 15.

There are still two years of 'hard days'

The phased rebound in the price of this round of TV panels, although it may last until October of this year, is not enough to reverse the overall situation of the industry. Because in the second half of this year, there will be a number of new high-generation LCD panel production lines to be put into production next year, so the TV panel industry There are still two years of 'hardships'. He believes that only after the new market demand fully digests the new panel capacity, the panel industry will resume 'good days'. It is reported that BOE is in addition to TV, monitors, notebooks. In addition to the five traditional display fields of computers, tablets and mobile phones, it has already begun to expand and expand in the display of innovative applications such as commercial displays and in-vehicle displays.

For the fluctuation of panel prices, how does the color power plant look? Konka Electronic Technology Co., Ltd. Chairman and President Chang Dong said that the profit rate of color TV companies in 2017 is lower, the rise of TV panel prices is a more important reason. 'Supply chain cycle changes, downstream The difficulty of business trading has increased. 'The price of TV panels has fallen for nearly a year, which will inevitably lead to price wars. In the third quarter of this year, TV panel prices have stabilized, and small and medium-sized sizes have even rebounded. But in the second half of the year, there will be high-generation lines in operation next year, China. The panel supply will still be loose.

Many industry-leading analysis 2000 is more consistent. The rise in the price of color TV panels is probably only a phased one. As consumers, there is no need to worry too much about the price of TV in the future. There will still be a rise in the second half of the year. Hui's opportunity.