Panel April price changes in the future have highlighted the issue of oversupply

Panel April price changes in the future have highlighted the issue of oversupply

Tags: Panel April Price Panels Future Over-Demand

Despite the tightening of bargaining power of panel makers such as glass substrates and polarizers, the panel makers' bargaining power has risen sharply, but market inventories have risen. According to the industry, since April, prices of panel prices have come under pressure, with the exception of LCD TVs above 40 inches Panel prices continue to fall, NB will also join the decline, as the monitor panel is up or flat, the only line of brand manufacturers such as Samsung and Sony (SONY) introduced a new machine positive, the panel price is generally stable, have not seen a comprehensive anti- Turn the situation.

 

In April the manufacturers quotations situation, there should be up and down, of which, 32-inch LCD TV panel prices will continue to go down, but 32-inch demand is strong, the price is expected to be flat, the following 32-inch small size LCD TV panels even have the chance to go up with the monitor panel prices.

 

The second quarter has always been the off-season LCD TV market, the original market that the second quarter panel prices should be revised down, then meet the arrival of the third quarter season, however, this year in the first-line brand manufacturers compete for market share actively introduce new machines Planted so far, the demand for LCD TV panels still maintain a certain intensity, as the world's LCD TV market is Samsung, LGD and Sony, the top three plants to include nearly 50% market share, unless it is obvious that the three large Factory pull cargo movements slow down, or the second quarter panel prices are not easy to see a substantial decline.

 

Unless the end-market buying this year also quite in line with the strong growth in the second quarter, or the second quarter replenishment movements caused by the off-season is not short, will become the third quarter should have been the peak season distribution pressure, coupled with the new panel Increased production capacity such as LGD, AUO (2409) and the new line of the United States on behalf of the 8.5 generation, fear of deepening the second half of the panel oversupply concerns.