Shaanxi Xinlong Metal Electro-mechanical Co., Ltd. , https://www.cnxlalloyproduct.com
2017 panel market price increases or will stop
Samsung shut down the 7th generation line last year, causing a 40-inch panel supply gap. At the end of last year, Samsung announced that it would stop supplying Samsung panels. These two things have a big impact on Sharp. 40-inch is an important Samsung product line, which is undersupply. In the first quarter of this year, the brand factory will buy 43 inches to cope. At present, the 43-inch is highly dependent on AUO, because the 43-inch BOE will not be available until the second quarter.
It is expected that the 49-inch and 50-inch quotation will follow suit even if the 40-inch 43-inch is not enough. As Samsung continues to buy panels, other brand factories will follow suit to consolidate the site. As a result, the market atmosphere in the first quarter of this year is not thin during the off-season. Although the demand is not strong in the first quarter of this year, the price is still expected to continue to rise in the case of large brand manufacturers. The Taiwan factory has room for price increases at 40, 43 and 50 inches. It does not seem pessimistic. It may be related to The fourth quarter of last year is not far away, and the off-season is not obvious.
As for the second quarter, it is theoretically necessary to have appropriate adjustments. However, due to the start of stock preparation in the June-July peak season, although the brand factory has adjusted but does not dare to cut it, the price will decline, but the expectation is not fierce. not much. However, due to relatively high prices in the third quarter, it may affect the willingness of the brand factory. Analysts believe that new production capacity, including Chinese factories China Star, Huike, Taiwan Plant Group, Korean LGD, etc., will be released before the second quarter this year. The pressure on production capacity will increase in the third quarter, plus the willingness of brand factories to stock their products. There may be price cuts. In the third quarter of the peak season, the price seems to be conservative. It is unlikely that we can expect prices to rise again.
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Price increase or will stop 2017 panel market trend forecast
In the fourth quarter of last year, panel prices rose by nearly 20%, boosting profits for the industry. Taiwan Economic Research Institute analysts believe that the panel industry is booming in the first half of this year. In the second half of the year, it is necessary to observe the supply and demand situation and whether there is a surge in replacements. But overall, this year is considered a good year for the panel industry. In the first quarter of this year, the panel will not be light in the off-season, and the price revision in the second quarter will not be too intense. However, it is necessary to observe that in the third quarter, the new capacity of the panel maker will be opened, and there may be a conservative situation in the peak season. Analysts believe that this year's panel is in good shape. As new production capacity is gradually put in place in the second half of the year, the demand side has stabilized under the limited development of TVs and the decline of laptops. In the first half of the year, the demand for supply was stable and the overall outlook was good. This may be due to the impact of innoluxion and the capacity of China's panel makers for half a year. In the second half of the year, we must observe the supply and demand situation, but also see whether there is a surge of replacement, but overall, this year is a good year, panel makers are still expected to continue to profit, panel prices have risen since last year, even this year There is a downward revision that will not fall back to the situation in 2015 and the first half of 2016.