LCD TV vaj huam sib luag nqi hauv thawj peb lub hlis twg kom tsis txhob poob kev lag luam kev cia siab. Cov koom haum tshawb fawb kev lag luam tsis ntev los no tau tshaj tawm LCD TV vaj huam sib luag nqe vane daim ntawv qhia qhia tau hais tias nyob rau hauv lub Peb Hlis, ntxiv rau 32-inch vaj huam sib luag nres poob rau ob lub hlis sib law liag, lwm qhov loj vaj huam sib luag nqi poob ntau dua. Ntau ominously, lub koom haum cia siab tias 32-nti vaj huam sib luag tus nqi yuav poob rau lub Plaub Hlis, thaum loj-loj vaj huam sib luag nqi tseem poob.
Thawj lub quarter kom tsis txhob poob kev cia siab
LCD TV vaj huam sib luag tus nqi sib txawv. Ntawm sab me, Overevo tau hais tias tus nqi rau 32-inch panels yog lub hli tiaj tus-ib hlis hauv lub Peb Hlis, tab sis xav tias yuav poob 1 ib chav nyob rau lub Plaub Hlis vim yog tag nrho cov vaj huam sib luag txiav.
On the mid-size side, Overevo expects 43-inch panels to remain down 1 in April and 50-inch panels to fall 2 in April, but thinks 50-inch panels are close to vendors' cash costs.
Hais txog qhov loj me, Overiwo ntseeg hais tias tus nqi ntawm 65-nti thiab 75-nti panels xav tias yuav poob los ntawm 5 ib thooj hauv lub Plaub Hlis vim qhov nce hauv cov khoom muag siab ntawm lub taub hau hom thiab vaj huam sib luag Hoobkas. Pab pawg neeg txawj ntse ntseeg hais tias vim tsis muaj zog yuav tsum tau los ntawm thoob ntiaj teb hom thiab cov khoom xoob, tus nqi ntawm cov lus hais los saum toj no ob lub loj panels tuav ib tug poob ntawm ze li ntawm 10 / daim nyob rau hauv lub Peb Hlis, thiab yuav tsum converge mus rau 6 / daim nyob rau hauv lub Plaub Hlis.
Panel is a typical cyclical industry. After about three years of supply-demand adjustment and epidemic factors, LCD TV panel ushered in the longest round of "price surge" in history from the second quarter of 2020. However, from August 2021, terminal demand reached saturation, and the panel industry economy turned downward and has continued to this day. The first quarter of this year was widely expected to end the decline, but ultimately failed to do so.
"The price of LCD TV panels has not fallen below the cash cost, but is above the cash cost," said Lee Yaqin, president of Group Intelligence. LCD TV panel is expected to be a decline in the second quarter. Prices of all sizes of TV and notebook panels are falling, which means that the global LCD panel market is in a downward trend."
Kauslim Hoobkas lossis rov pib tsim cov phiaj xwm
Cov nqi rau qee lub LCD TV vaj huam sib luag tau ib nrab ntawm lawv qhov siab tshaj xyoo tas los thiab qee cov khoom lag luam poob nyiaj. Tus neeg nyob rau hauv chav kawm ntawm kev kawm xav, nyob rau hauv hnyav hnyav, South Kauslim ob lub vaj huam sib luag loj Hoobkas lossis tso tseg cov phiaj xwm ntau lawm los tso rau hauv cov txheej txheem dua.
Nrog lub zog nce ntawm cov vaj huam sib luag hauv tsev xws li BOE thiab TCL Huaxing, kev sib tw hauv kev lag luam LCD yog qhov hnyav. Samsung Display tau kaw cov kab ntau lawm LCD nyob rau xyoo tas los no los tsom rau OLED, QLED thiab lwm yam thev naus laus zis. Samsung Display tau npaj yuav kaw tag nrho LCD cov kab ntau lawm los ntawm qhov kawg ntawm 2020, tab sis ncua lub hom phiaj los xyuas kom meej cov khoom txaus ntawm cov vaj huam sib luag thaum muaj kev sib kis thiab nce nqi vaj huam sib luag.
Ib yam yog qhov tseeb ntawm Lg Display, lub vaj huam sib luag sab qab teb Kauslim loj. Lub tuam txhab tau npaj yuav tsum tsis txhob ua LCD TV panels hauv South Kauslim thaum kawg ntawm 2020, tab sis nws tseem ua haujlwm.
A buyer who follows panels for a long time said, "Although Samsung Display's decision to shut down all LCD production lines will have little impact on the supply side of the industry, it means Korean companies are losing money again and prices are falling, so it is only a matter of time before Lg Display shuts down its local LCD production lines."
Peb yuav teb rau lub siab ntawm destocking
Xyoo dhau los, cov neeg tsim khoom siv LCD hauv tsev tau txais nyiaj ntau, thiab tam sim no lub siab tau nce.
Li yaqin tau hais tias lub siab ntawm cov chaw tsim khoom vaj huam sib luag tau hloov pauv los ntawm qhov tsis muaj cov khoom siv raw xws li chips mus rau qhov xav tau. Raws li kev sib kis thoob ntiaj teb tau yooj yim, kev thov tau poob rov qab thiab cov khoom lag luam txaus ntshai tau maj mam tshem tawm, ua cov hom lag luam pib destocking. Thiab qhov kev sib tw ntawm destocking no yog kev nthuav dav, suav nrog TVS, saib, laptops, xov tooj ntawm tes thiab lwm yam khoom siv hluav taws xob. Nyob rau hauv tas li ntawd, nyob rau hauv cov txheej txheem no, kev tsis sib haum xeeb ntawm Russia thiab Ukraine thiab lub aggravation ntawm lub ntiaj teb no nce nqi, lub hom nkag mus rau lub ceev destocking theem.
Li yaqin said panel manufacturers had to make some substantive adjustments to cope with the risk of demand contraction caused by destocking, such as reducing the production line running rate. But brand destocking won't hinder the pace of product upgrades, which are expected to pick up this year.
Li Yaqin judge, "this year panel manufacturers' profits will be differentiated, a part of the panel factory will face losses. The current situation is a test of the panel factory's ability to resist risk and demand contraction, product depth, market strategy, product line adjustment speed and other factors will affect profitability."
It is worth noting that TCL technology (000100) recently told investors about whether the industry adjust rate of grain or dynamic respond to demand fluctuations of questions, "over the past few years is the key stage of country transfer capacity, industry structure changes, the enterprise market position fast shuffle, panel companies in order to ensure the scale advantages and market position without reducing the rate of grain or move. After the country transfer comes to an end and the industry competition pattern is reshaped, the healthy and stable development of the industry is in line with the interests of all enterprises. In the face of fluctuating demand, companies will seek a balance between scale and efficiency.
