In the first half of 2018, global TV panel shipments were positive. According to Avi Cloud (AVC) Global TV Panel Shipment Monthly Data Report, global TV panels shipped a total of 138M from January to June 2018, making it the largest shipment ever. In the first half of the year, it increased by 12% year-on-year, and the shipment area also increased by 11% year-on-year, reaching 72Mm2.
Among them, 32' TV panel shipments reached 44.7M, a year-on-year increase of 27%. According to the report, the main reason is that the main target area of the World Cup stocking (should be overseas) is still small size, and the North American market has significant sales promotion in the second quarter. North American retail sales increased by more than 20% year-on-year. The World Cup has a significant effect on shipments in Latin America. The shipments in the first half of the year increased by 18% year-on-year. At the same time, the domestic market 32' eased with the increase in intelligence, and the supply side saw 8.6 generations. Line climbing and 8.5 generation line cutting also increased the supply of 32'.
Source: Avi Cloud (AVC) Display Devices and Systems Division Unit: Mpcs, %
Large-size 65' panel shipments increased by 25% year-on-year, and shipments reached 6.3M. Although the growth was significant, there was still a large distance from the panel factory annual BP. In the first half of the year, the global 65' panel shipments only reached the annual plan of three. In one part, the 65' of the whole machine market is still in the market education period. Although the price of the whole machine has dropped significantly, the market demand has not yet reached the ideal increase.
The mainstream 43' shipments reached 18.3M, up 22% year-on-year. The increase in supply is the main reason for shipment growth. BOE Fuqing 8.5 generation line 43' capacity climbed and reached 150K/M in March. Production capacity, while other panel factories are also shrinking other products in the 40-50 interval and focusing on 43'.
It is expected that TV panel production capacity will continue to increase in the second half of 2018, and supply and demand are expected to show a trend of first stable and then loose.
