In September, the rise in panel prices slowed down. With the end of the season, the supply of goods from the six major brands was expected to decrease month by month. In the fourth quarter, TV panel purchases will decline by 9% compared with the third quarter. Qiu Yubin, vice president of research at WitsView, said The production capacity of the four-season panel continued to increase, and the market supply and demand were looser than that of the third quarter. It is expected that the full-size gain will come to an end in October, and the panel prices will fall back in November and December.
The price of TV panels rebounded from July, and the increase in August expanded. However, due to the strong growth in these two months, the panel price increase in September was suppressed and the increase was narrowed. According to the panel price announced by WitsView, the 43-inch TV panel mainstream status Established, strong demand in the peak season, still increased by 2 to 3 US dollars in September, other panel prices such as 50 吋, 55 则 are increased by 1 to 2 US dollars, 32 吋 panel has been rising, and 65 吋 panel prices are flat As for monitors and notebook panels, the September gains have also shrunk, with most sizes being flat, or small gains of $0.1 to $0.3.
Qiu Yubin said that South Korea's Samsung, Lejin Electronics, Japan's Sony, mainland China's TCL, Hisense, Skyworth and other global top six brand manufacturers in the third quarter panel purchases compared with the second quarter, 8%, pulling up the TV panel price However, in the fourth quarter, the supply of the brand factory in the peak season is coming to an end, and the number of goods will be reduced month by month. According to the purchase forecast of the six major brands, the TV panel purchase will be reduced by 9% in the fourth quarter.
From the supply side, the fourth quarter of BOE, Huike, CLP Group's panel production capacity will increase, but the demand is reduced, so the overall supply and demand of the panel will be more than the third season. Qiu Yubin said that the full size in October The TV panel quotation has come to an end. In November and December, panel prices may fall. The IT panel price trend is also similar to that of the TV panel. It will also go down in November. Although the demand in the fourth quarter is slowing down, but the supply chain is downstream. Inventory is healthy, the expected panel price is a slow trend.
The Chinese TV market is quite sensitive to price. Brand manufacturers reflect the previous panel price drop on the selling price, so the 618-segment sales are very good. Although the fourth quarter is in the double eleven and 1212 two major sales schedules, but the third quarter panel price is large. Up, downstream TV manufacturers increase costs, there may be no new surprises in operation, sales performance remains to be seen. Next, pay attention to the sales situation in Europe and the United States and the mainland market, whether it can smoothly destock, there will be a new 11th generation in the first quarter of next year. The addition of plant capacity will directly impact the panel price trend.