Panel industry price went up, the amount of WitsView yesterday (18), said the July global TV panel shipments of about 22.8 million, increased 5%, 2.2% annual rate, as a legal person, this season will be the hottest season in the demand since 2007, with the traditional peak season coming, forecasts for the third quarter overall TV panel shipments quarter increased 8% to 9%, au (2409) and the group of the benefit. In season 2 swung, the term of season 2 losses narrowed, with the increase of shipments, plus panel prices rose, panel factory third quarter is expected to turn into profit, if the terminal for the fourth season is warm TV demand, still have to cover the inventory demand.
WitsView Hu Gurong research manager, said in August when the brand factory for European and American black Friday and Chinese festival promotion stock peak, each panel factory to increase the rate of grain or dynamic response to the global TV panel shipment continued growth.
Panel supply reduce in the first half of this year, part of the brand factory purchase quantity shortage, cause TV sets shipment perfunctory, brand factory shipment to lift the annual target, in the second half will to purchase, WitsView estimates, 2016 third quarter panel TV shipments to quarter increased 8% to 8%.
Innolux panel factory, is the world's fourth largest TV TV panel in July shipment of 3.49 million pieces, growth of 1.8%. Of season 2 up actively cultivate emerging countries and southeast Asia market, at the same time with the brand factory cooperation force arch 23.6 -inch demand, finally to blossom in July as a result, a single size month shipment growth 74.2%, 1.265 million piece, performance drop.
Auo factory, is the world's sixth largest TV panel TV panel shipments in July 2.26 million, growth of 0.8%. For brand factory ready for the peak season demand and inventory cover, friends more than 7.5 generation factory production line, maintain full capacity for several months, just because of the limited capacity, shipment growth is constrained.
As for the first big LGD, shipment in July 4.485 million, growth of 5.7%, due to the factory in guangzhou new capacity are in place, combined with Europe and the United States black Friday sales order demand, large size 55 inches and 65 inches monthly shipments of 864000 and 181000, growth rate of 15.2% and 13.1% respectively, write down a record high.
Samsung display shipment on July 4.46 million, the monthly growth of 11.5%. 40 inches and 55 inches and 65 inches for festivals in brand promotion, inventory to cover up and ready for the new product, performance is excellent, delivery month more than 15% growth.
In addition, in response to about 1 factory will close at the end of the year, 40 inches up the quantity in July to maintain high-grade water levels from 1.5 million to 1.5 million, to the end of production step by step in order to reach across the shutdown, estimated 2017 samsung display 40 inches TV panels supply nearly seventy percent will be in recession.
