As the Sino-US trade war is unresolved, the market is full of uncertainty, and some brands in the second quarter of the panel procurement policy

With the gradual collapse of domestic panel production capacity, in fact, since the third quarter of last year, the price of TV panels has been on a downward trend, continuing until 2018. According to the latest research report of Jibang Consulting Optoelectronics Research Center, the price of TV panel in the second quarter is expected to continue to drop. The range of decline in each size is as follows: 32 inches 20~22%, 43 inches 13~15%, 49/50 inches 12~ 14%, 55 inches 9-11%, 65 inches 14-16%.

With the departure of Q1 in 2018, BOE, South Korea's LGDisplay, AU Optronics, Innolux and other panel companies have announced the first quarter of 2018 financial report. It can be seen that the revenues and profits of major manufacturers have fallen or even lost. Compared with the performance of the quarter, all companies mentioned that the poor performance was affected by the “panel price decline”.

As the Sino-US trade war is unresolved, the market is full of uncertainty, and some brands' conservative purchasing strategies in the second quarter have become conservative.

It is understood that in addition to BOE, the two 8.6-generation factories of Xianyang Rainbow and Chengdu Panda also joined the war in March and May this year, which will inevitably crowd out the current mainstream products of the 8.5-generation factory, such as 32, 43, 49 and 55 inches. Demand.

In addition, some analysts said that due to the unresolved trade war between China and the United States, the market is full of uncertainty, so some brands in the second quarter of the panel procurement strategy turned conservative. However, due to the upcoming World Cup and 618 promotion season next month, panel demand may show some warming. Whether it can seize the peak season of TV sales such as the promotion season and the World Cup may become a key node for major TV and panel manufacturers to “return to life”.

Solution

Solution,Solution Based,Solution Center,Solution Consultant

TRANCHART Electrical and Machinery Co.,LTD , https://www.tranchart-electrical.com

Posted on