According to QunZhi Consulting, its recently announced global weather forecast for IT panel prices in June indicated that the price level of notebook monitor panels is at a high level. In order to reduce overall factory cost pressures and ease inventory risks, panel makers continued to be low-end in the second quarter. Adjust the price of high-end panel. Among them, the 21.5 "FHD TN demand is weak, and the forecast price drop in June, 23.8" FHD IPS strong demand, supply and demand balance, forecast June prices flat. The 13.3" HD TN, 15.6" FHD IPS panel declined slightly in June.
Second quarter panel prices remain high
In fact, the price of tablet PCs has dropped by 2% to 3% in May. The main reason is that smartphone demand is relatively weak. The panel makers transferred their smartphone screen production capacity to tablet computers, causing panel prices to continue to fall by 1% to 2%. The panel maker pointed out that the mobile phone panel price will drop in June. Before the flexible screen temporarily could not enter the terminal market, mobile phone manufacturers turned to 18:9 full screen, resulting in the decline in the demand for the original size of the panel.
In the case of the decline in the prices of small and medium-sized LCD panels, LCD TV panels with a price of 32" or more have risen continuously for 15 months, tying up the longest rise in history. Since entering the second quarter in April, new listings have driven shipments. The demand for panels has increased. However, due to weak terminal demand, brand purchases are kept conservative, and the supply and demand of global LCD TV panels remain balanced. Most panel prices have stabilized and stabilized.
Global first-quarter shipments of LCD TVs were down 3% from the same period last year, while shipments in the domestic TV market declined by 14% year-on-year. The agency expects global LCD TV shipments in 2017 to be 23.4 billion units, down 2.0% year-on-year. IHS Markit pointed out that television manufacturers have been unable to afford high costs, the television industry has fallen into a downturn, and the relationship with the upstream has started to deepen and the deepening of the contradiction, coupled with the continuous accumulation of inventory, the panel prices in the second quarter will not rise, and in 2019 the 10.5 generation of plants will be put into operation gradually. BOE's 10.5-generation plant will begin to install in the second half of this year. There is a serious oversupply suspicion. It may respond in the second half of the year and the price will reverse downwards. However, this year is still a year in short supply.
This year, the new capacity of TV panels is only the mainland's two 8.5-generation lines and Innolux's 8.6-generation line. However, Samsung has closed a 7-generation plant. Overall, this year, the area of ​​demand for panels will increase by about 7%, while the growth rate of production area will only be 2% year-round supply is tight.
Analysts expect that the panel price will be declining and will continue to decline after small and medium-sized TVs, such as mobile phones and tablets, and the prices of large-size TV panels will remain high. However, there are also supply chain sources that the LCD panel may usher in the first decline in June, due to the existence of product production cycles, specifically mapped to the product price level, it may need to wait until November.
According to QunZhi global panel inventory tracking analysis data, the overall inventory of global TV panel makers in the first quarter of 2017 was 1.2 weeks, and in particular, large-scale panel inventory such as the 65-inch supply was low. However, as supply and demand tend to balance, the overall inventory of panel makers is expected to increase. The inventory of overseas brands in the first quarter was about 9 weeks, the inventory of Chinese brands was about 6 weeks, the inventory level was high, and the inventory of the foundry also showed an increasing trend. In the first quarter of 2017, Sharp's shipments of Gap panels and its customers differed significantly. The Foxconn OEM and Sharp brand net additions were close to one million units, and Foxconn set a target of 10 million units worldwide for Sharp.
Industry sources said that from the global inventory situation of the entire TV industry chain, these accumulated inventory will inevitably bring more uncertainties to the supply and demand situation in the second half of the year, and the sales season in the second half will come as scheduled. Will the panel prices remain stable as survey data and whether the sluggish TV market will pick up due to the peak season? At present, the production capacity of domestic panel makers is steadily increasing, and the reliance on Japanese and Korean panel makers will gradually decrease, and the contradiction in the demand for panel supply in the country will gradually be resolved. The process of switching between China and South Korea at home requires one cycle, and the entire manufacturer needs to endure the pain and exchange back the bargaining power that had been lost.
Panel home replacement is a matter of time
At present, domestically produced display technologies led by BOE are rapidly rising, and they are regaining bargaining rights and discourse rights for Chinese terminal manufacturers in seeking supply. Whether they are in terms of scale or production, technology, or performance, they are comparable to or even beyond the Korean factories. The core components industry influences the world pattern. With the migration of the global color TV market to China, more than 70% of terminal product manufacturing in the panel downstream market takes place in mainland China. The advantages of the local market and the scale of production capacity are superimposed on each other. Survey data shows that by 2020, China will have 15 TV panel panel production lines, including 12 8.5 generation lines and 3 10.5 generation lines.
According to reports, BOE's 11 lines have already been put into production. The first BOE investment project in China, the world's second 5.5-generation Erdos AMOLED production line, and the “super factory†Chengdu 6th-generation flexible AMOELD line have been put into operation; Huaxing Optoelectronics has now Started production of two 8.5-generation lines, and started construction of the world's highest 11th-generation line; Tianma-ping, which was discussed by Xiaomi Max, was introduced in the latest disclosure by Shenzhen Tianma A, a listed company. Tianma's 5.5th-generation AMOLED production line has capacity planning. In order to process the first 1.5 millionth generation 1/4 cut OLED vapor-deposited package glass substrate for 15,000 pieces, this production line has taken the lead in delivering large quantities to mobile intelligent terminal brand customers in 2016; Wuhan Tianma sixth generation LTPS AMOLED production The line has also been lighted up in April, and at the same time lights up rigid and flexible displays. Its production capacity is planned for monthly processing of 30,000 LTPSAMOLED vapor deposition substrates of 6th generation, and is expected to be produced in volume this year. The G5.5 and G6 LTPS lines owned by Tianma Microelectronics also achieved volume production in 2015 and 2016, respectively, and their net profit in the first quarter increased by 147.72% year-on-year.
It is worth mentioning that at the beginning of the establishment of China Star Optoelectronics and other panel plants, Sharp's 10th generation line has started, while Korean companies are entering the second half of the national asset depreciation and amortization. Similar to BOE, the question of “being put into production is lagging behind†sounds that China Star Optoelectronics has become the first camp of the global LCD panel to become a profit cow of TCL, and also makes TCL the only TV company that has completed the vertical integration of the industry chain, and the core components are no longer subject to control.
However, at the same time as China's independent display of the rise of the industry, whether Xiaomi Max2 continued to use the domestic "Tianma screen" became the focus of discussion among enthusiasts. In the past, for mobile phone manufacturers, due to cost constraints, it was unrealistic to use non-flagship machines or thousands of machines to use international import screens, and home-made screens were the best choice for mobile phone manufacturers after weighing the cost and screen quality. In the past few years, for mobile phone manufacturers, it was a few years that “respecting foreign affairs†had been avoided by home-made screen avoidance. It was also a few years when manufacturers were bright and had no bargaining power in front of Korean companies. It was also an indigenous display technology. "Suffering Humiliation" for a few years.
There are nearly 15 global manufacturers of mobile phone screens, including 2 in Korea, 2 in Japan, 4 in Taiwan, and 7 in mainland China. The rankings are not in order: Samsung, BOE, LGD, JDI, Chunghwa Picture Tubes, Tianma, Dragon, Innolux, Haoyu Caijing, Sharp, Shenchao, Youda, Huaxing, Hehui, and Zhongdian Panda.
The display panel ranks China’s top four imported goods together with integrated circuits, petroleum, and iron ore, and today’s self-sufficiency rate is close to 60%. The level of domestic autonomous display technology is lagging behind in the production and it is in huge losses and public criticism. Finally, it is among the best in the world. It is worth mentioning that only Chengdu High-tech Zone has assembled leading panel companies such as BOE, Shen Tianma, Panda, Foxconn, and TCL, forming a complete industrial chain from upstream raw materials, midstream display panels to downstream terminals. According to panel sources, the world's panel is tilting towards Chengdu. Once domestic panel production capacity breaks out, global panel prices will no longer be priced by foreign investors.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, etc. on TV boxes, smart TVs, smart TV software, etc. Answering questions.
Second quarter panel prices remain high
In fact, the price of tablet PCs has dropped by 2% to 3% in May. The main reason is that smartphone demand is relatively weak. The panel makers transferred their smartphone screen production capacity to tablet computers, causing panel prices to continue to fall by 1% to 2%. The panel maker pointed out that the mobile phone panel price will drop in June. Before the flexible screen temporarily could not enter the terminal market, mobile phone manufacturers turned to 18:9 full screen, resulting in the decline in the demand for the original size of the panel.
In the case of the decline in the prices of small and medium-sized LCD panels, LCD TV panels with a price of 32" or more have risen continuously for 15 months, tying up the longest rise in history. Since entering the second quarter in April, new listings have driven shipments. The demand for panels has increased. However, due to weak terminal demand, brand purchases are kept conservative, and the supply and demand of global LCD TV panels remain balanced. Most panel prices have stabilized and stabilized.
Global first-quarter shipments of LCD TVs were down 3% from the same period last year, while shipments in the domestic TV market declined by 14% year-on-year. The agency expects global LCD TV shipments in 2017 to be 23.4 billion units, down 2.0% year-on-year. IHS Markit pointed out that television manufacturers have been unable to afford high costs, the television industry has fallen into a downturn, and the relationship with the upstream has started to deepen and the deepening of the contradiction, coupled with the continuous accumulation of inventory, the panel prices in the second quarter will not rise, and in 2019 the 10.5 generation of plants will be put into operation gradually. BOE's 10.5-generation plant will begin to install in the second half of this year. There is a serious oversupply suspicion. It may respond in the second half of the year and the price will reverse downwards. However, this year is still a year in short supply.
This year, the new capacity of TV panels is only the mainland's two 8.5-generation lines and Innolux's 8.6-generation line. However, Samsung has closed a 7-generation plant. Overall, this year, the area of ​​demand for panels will increase by about 7%, while the growth rate of production area will only be 2% year-round supply is tight.
Analysts expect that the panel price will be declining and will continue to decline after small and medium-sized TVs, such as mobile phones and tablets, and the prices of large-size TV panels will remain high. However, there are also supply chain sources that the LCD panel may usher in the first decline in June, due to the existence of product production cycles, specifically mapped to the product price level, it may need to wait until November.
According to QunZhi global panel inventory tracking analysis data, the overall inventory of global TV panel makers in the first quarter of 2017 was 1.2 weeks, and in particular, large-scale panel inventory such as the 65-inch supply was low. However, as supply and demand tend to balance, the overall inventory of panel makers is expected to increase. The inventory of overseas brands in the first quarter was about 9 weeks, the inventory of Chinese brands was about 6 weeks, the inventory level was high, and the inventory of the foundry also showed an increasing trend. In the first quarter of 2017, Sharp's shipments of Gap panels and its customers differed significantly. The Foxconn OEM and Sharp brand net additions were close to one million units, and Foxconn set a target of 10 million units worldwide for Sharp.
Industry sources said that from the global inventory situation of the entire TV industry chain, these accumulated inventory will inevitably bring more uncertainties to the supply and demand situation in the second half of the year, and the sales season in the second half will come as scheduled. Will the panel prices remain stable as survey data and whether the sluggish TV market will pick up due to the peak season? At present, the production capacity of domestic panel makers is steadily increasing, and the reliance on Japanese and Korean panel makers will gradually decrease, and the contradiction in the demand for panel supply in the country will gradually be resolved. The process of switching between China and South Korea at home requires one cycle, and the entire manufacturer needs to endure the pain and exchange back the bargaining power that had been lost.
Panel home replacement is a matter of time
At present, domestically produced display technologies led by BOE are rapidly rising, and they are regaining bargaining rights and discourse rights for Chinese terminal manufacturers in seeking supply. Whether they are in terms of scale or production, technology, or performance, they are comparable to or even beyond the Korean factories. The core components industry influences the world pattern. With the migration of the global color TV market to China, more than 70% of terminal product manufacturing in the panel downstream market takes place in mainland China. The advantages of the local market and the scale of production capacity are superimposed on each other. Survey data shows that by 2020, China will have 15 TV panel panel production lines, including 12 8.5 generation lines and 3 10.5 generation lines.
According to reports, BOE's 11 lines have already been put into production. The first BOE investment project in China, the world's second 5.5-generation Erdos AMOLED production line, and the “super factory†Chengdu 6th-generation flexible AMOELD line have been put into operation; Huaxing Optoelectronics has now Started production of two 8.5-generation lines, and started construction of the world's highest 11th-generation line; Tianma-ping, which was discussed by Xiaomi Max, was introduced in the latest disclosure by Shenzhen Tianma A, a listed company. Tianma's 5.5th-generation AMOLED production line has capacity planning. In order to process the first 1.5 millionth generation 1/4 cut OLED vapor-deposited package glass substrate for 15,000 pieces, this production line has taken the lead in delivering large quantities to mobile intelligent terminal brand customers in 2016; Wuhan Tianma sixth generation LTPS AMOLED production The line has also been lighted up in April, and at the same time lights up rigid and flexible displays. Its production capacity is planned for monthly processing of 30,000 LTPSAMOLED vapor deposition substrates of 6th generation, and is expected to be produced in volume this year. The G5.5 and G6 LTPS lines owned by Tianma Microelectronics also achieved volume production in 2015 and 2016, respectively, and their net profit in the first quarter increased by 147.72% year-on-year.
It is worth mentioning that at the beginning of the establishment of China Star Optoelectronics and other panel plants, Sharp's 10th generation line has started, while Korean companies are entering the second half of the national asset depreciation and amortization. Similar to BOE, the question of “being put into production is lagging behind†sounds that China Star Optoelectronics has become the first camp of the global LCD panel to become a profit cow of TCL, and also makes TCL the only TV company that has completed the vertical integration of the industry chain, and the core components are no longer subject to control.
However, at the same time as China's independent display of the rise of the industry, whether Xiaomi Max2 continued to use the domestic "Tianma screen" became the focus of discussion among enthusiasts. In the past, for mobile phone manufacturers, due to cost constraints, it was unrealistic to use non-flagship machines or thousands of machines to use international import screens, and home-made screens were the best choice for mobile phone manufacturers after weighing the cost and screen quality. In the past few years, for mobile phone manufacturers, it was a few years that “respecting foreign affairs†had been avoided by home-made screen avoidance. It was also a few years when manufacturers were bright and had no bargaining power in front of Korean companies. It was also an indigenous display technology. "Suffering Humiliation" for a few years.
There are nearly 15 global manufacturers of mobile phone screens, including 2 in Korea, 2 in Japan, 4 in Taiwan, and 7 in mainland China. The rankings are not in order: Samsung, BOE, LGD, JDI, Chunghwa Picture Tubes, Tianma, Dragon, Innolux, Haoyu Caijing, Sharp, Shenchao, Youda, Huaxing, Hehui, and Zhongdian Panda.
The display panel ranks China’s top four imported goods together with integrated circuits, petroleum, and iron ore, and today’s self-sufficiency rate is close to 60%. The level of domestic autonomous display technology is lagging behind in the production and it is in huge losses and public criticism. Finally, it is among the best in the world. It is worth mentioning that only Chengdu High-tech Zone has assembled leading panel companies such as BOE, Shen Tianma, Panda, Foxconn, and TCL, forming a complete industrial chain from upstream raw materials, midstream display panels to downstream terminals. According to panel sources, the world's panel is tilting towards Chengdu. Once domestic panel production capacity breaks out, global panel prices will no longer be priced by foreign investors.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, etc. on TV boxes, smart TVs, smart TV software, etc. Answering questions.
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