TV panel prices rose for 15 consecutive months, and the rally finally ended in May!

TV panel quotes rose for 15 consecutive months and the gains finally closed in May! According to WitsView’s latest panel offer, the prices of 50-inch and 65-inch large-size TV panels were fully flat. As for IT panels, the monitor panel fell by US$0.3. , while the NB panel price is flat. WitsView expects panel quotes to be flat in May and June, and the follow-up trend of TV panel should observe the recent inventory adjustment in the mainland market.

Qiu Yubin, associate director of the WitsView Research Department, pointed out that due to the demand for stock preparation during the May 1st Golden Week in April, it was the last month for the TV panel to rise. The TV panel has risen continuously for more than 15 months since last year's lunar new year. For example, 32-inch, 40-inch/43-inch and other small- and medium-size TV panels have risen by as much as 30% to 40%.

For brand manufacturers, the cost of panel purchases is soaring. Small and medium-size TV sets are almost sold for one, and they are also unable to promote sales. Therefore, sales in May Golden Week may be more than 10% lower than the same period last year. In May, it began to see mainland brand manufacturers' purchases shrink and adjust their panel inventory, so the television panel's rally in May ended.

From the perspective of different sizes, the supply of large-size TV panels such as the 65-inch TV panel is small, and the demand is growing again. The supply and demand are stable and the quotation is flat. 32-inch TV Although mainland China's domestic sales have not performed well, it has performed well in some emerging markets because its export performance is better than that of domestic sales, which helps to support panel prices. The biggest murmur on the market today is the 40-inch/43-inch panel, because the previous increase is too large, the cost is too high, and the demand is not good, so that brand manufacturers shouted too much. On the other hand, the new capacity of China Star Optoelectronics gradually increased its volume, focusing on 55-inch panels. Due to the increase in supply, 55-inch panel supply and demand also reversed.

In the monitor panel area, the TN monitor panel below 21.5 inches has the largest increase due to the previous wave, and the price pressure is now the largest, including 18.5 inches, 19.5 inches, and 21.5 inches in the beginning of May with a decrease of 0.2 to 0.3 dollars. The monthly decline is about 0.5 to 1 US dollars.

In terms of NB panel, the monthly average price drop in March and April was about 0.3-0.5 US dollars. However, in May and June, the brand factory launched a new machine in response to the next back-to-school surge. Therefore, panel purchases are back to temperature, and in May, NB The panel price stabilized instead, and the offer was fully flat in May.

Qiu Yubin said that in May, the price of TV panels was fully flat, and it is expected to remain flat in June. In the second half of the year, the focus of TV panel price trends is on the correction status of the mainland TV market. If inventory is gradually degraded, the prices will be pulled back in the next season and panel prices are expected to remain stable. If inventory adjustments take longer, panel prices will also loosen downwards in the third quarter.

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