LCD TVs and panel demand exceeded expectations

According to WitsView's latest mid-size and large-size panel quotes from the photovoltaics business unit of TrendForce, a global market research institute, LED panel TVs from 32W to 42W continued to rise by 1-2 US dollars in May 2014, 46W and 48W went up by 1-3 US dollars, and 50W and 55W respectively. The price was flat for the first time, and even some customers accepted a slight increase. Display panel production capacity is limited, 18.5W, 20W and 27W are flat, 19W panel prices will increase by about 1 US dollar, while 19.5W and 21.5W will increase by 0.3 to 0.5 US dollars. As for 23W, 23.6W and 24W, the increase will fall. 0.5-1 USD; laptop panel quotes, 15.6吋Wedge and Flat panel quotes rose about 0.5 to 1 US dollars, the number of additional purchases can even increase the price of 1-3 US dollars, 14.0WWedge and Flat quotes showed a slight increase 0.2- In the trend of US$0.50, the 17.3W offer was at least flat. As for the overall quoted price of 11.6W and 13.3W, it remained flat.

Liu Chenhong, WitsView research associate, said that the monitor panel continues to be tense due to the unexpected demand for LCD TV panels, G5 capacity for small and medium-sized products, and the AIO model subsidies and specification conversion based on 19.5W. . Microsoft’s subsidy policy for the US$249 or lower low-cost notebooks has stimulated the demand for 15.6W notebooks. In line with the economic recovery in Europe and the United States, the demand for notebooks at 15.6W and 14.0W mid-price notebooks has also recovered. In addition, international brand mobile phone demand has increased, and some laptop panel production capacity has been squeezed out. Under such conditions, WitsView predicts that notebook panel prices in the second quarter will continue to remain flat to slightly increase.

The TV market also received good news. Under the spur of some PDP television needs to be replaced by LCD TVs and the subsidy of the Mexican government’s 23.6W TV, LCD TV shipments may be higher than originally estimated 209.1 million units this year. On the other hand, the average inventory of China's six major brands after May 1 is still only 4.7 weeks, healthy inventory plus the active support of the second half of the year to actively spur the annual shipping target, in the coming months, Chinese brands still have the power to panel stocking. explosive force.

At the same time, panel makers continued to target the second half of the year. There were many inscriptions on new-size, curved TV panels, 4K2K, large-size products, copper processes, and OLEDs. Diversified product development continued to contribute to the third- In the quarter, the lower initial production yield of new products was accompanied by capacity loss and capacity elimination. It also indirectly became an important adjustment force at the supply side, allowing the supply and demand of some products and sizes to continue to be relatively tense.