Seven generations of samsung factory (about 1) will close early next year, indirect cause 40 inch panel is out of stock. Because of 40/43 inches panel prices, two tigers q3 will adjust production capacity, respectively 39.5 and 43 inches panel to increase production. Monthly shipment of 39.5 "(3481) panel will be more than one million piece, au (2409) 43 inches panel monthly shipment will also pull up to 600000 pieces of size, to lift output value and profit.

Samsung's about 1 month now cast piece quantity about 155000 piece, capacity utilization rate as high as 95%, samsung overall this year 40 inches panel delivery estimates about 1800 ~ 1800. According to the plan, samsung will shut down about 1 in early 2017, estimates that will reduce the 100 ~ 1.2 million pieces a month 40 inches panel supply, a year will reduce supply 12 million pieces of 40 inches panel. 40/43 inches panel this year will more than 32 inch become shipment's largest mainstream products on the market, samsung 40 inch panel capacity decreases, will greatly influence the overall supply and demand.

After earthquake to return to work, the group of "strategic will 6 generation line focus from 39.5 inch to 65 inch, 39.5 -inch panel was made six generations factory supply decreases, the 65 - inch monthly shipments of 150000, hit a new record high, since last June monthly shipments of 39.5" panel is reduced to 800000 pieces.

WitsView, a senior research associate Qiu Yubin said, at present, 65 - inch panel each an average of about $320 to $330, in 6 two generation of line cutting, every piece of glass substrate of the output value of about $640 to $660.

39.5 "panel prices recently, offer back up to $93 to $95, due to the tight supply, season 3 prices have gone up will continue, 39.5 -inch panel in 6 generation plant is cut, every piece of glass substrate of the output value of about $560 to $570. 39.5 inch panels of yield is better than the 65 - inch, and a sustained rise in the price of 39.5 inch, 65 - inch panel prices decline, so the group of the third quarter will adjust capacity configuration, increased by 39.5 inch panel production, estimated monthly shipments will pull up to 100 ~ 100.

Au this year from the 42 "panel to switch to 43 inches panel, 43 inches panel gradually pull litre capacity, 43 inches panel monthly shipments almost two months has been increased to 50 ~ 600000 pieces.

In addition, the friends of up to 50, 43 inches panel at the 7.5 generation of factory production, by contrast, supply is relatively loose, 50 "panel price is flat, and 43 inches panel rally to expand in the third season, so the au has also plan strategically put more capacity to produce 43 inches panel, increase output value and profit.