In the fourth quarter of LCD TV panels overall supply and demand into balance
In the third quarter for global sell ready for the season, and under the drive of LCD TV panel prices continue to rise, most manufacturers are more positive in the third quarter of the purchasing strategy, drives demand in the third quarter is expected to reach its highest point this year. According to the group of wisdom consulting "dynamic model of supply and demand, supply and demand in the third quarter of the global LCD TV panel ratio is 1%, presents the obvious shortage, from 32 inches and 55 inches in major dimensions are present tight supply situation.
Group of intelligence consulting think stock in the fourth quarter of export demand will fall, and in the second quarter of this year since 32 inches ~ 43 inches of medium and small size panel price rise quickly, makes the machine manufacturers almost hard to profit, significantly inhibited the needs of small and medium size, especially in the fourth quarter. But the supply side, the supply of fourth quarter panel still maintain the water level in the third quarter. According to the group of wisdom consulting "dynamic model of supply and demand," the fourth quarter of the global LCD TV panel of supply and demand ratio is 5.2%, less demand and supply to maintain will drives gradually into balance of supply and demand in the fourth quarter.
In the fourth quarter of the manufacturer purchasing strategy gradually turned to conservative
From the demand side, into the fourth quarter, gradually into the settlement by the end of the manufacturers, to start thinking about inventory control, purchasing strategy also gradually turned to conservative. At the same time, because of 32 ~ 43 inches prices rose too fast, almost no profit space for brands. Companies to gradually adjust the product structure, reduce the proportion of unprofitable products. According to the survey of the advisory group of intelligence, according to data from the nine big brand manufacturers purchase plan in the fourth quarter fell 7.5%, mainly reduce 32 inches and other poor profit purchasing proportion of small and medium size products.
Supply quantity 2% month-on-month rise in the fourth quarter panel
On the supply side, the supply of fourth quarter panel has the following characteristics, on the one hand is samsung (SDC) and panasonic (PLD) is a representative of panel makers in the fourth quarter closing some TV panel production capacity, especially the supply of 40 inches have significantly reduced; On the other hand is a group of gen, sharp and represented huaxing photoelectric manufacturer supply capacity and gradually increase the TV panel drives continues to increase the supply of 32 inches. Group of intelligence consulting statistics show that the whole, in the fourth quarter of LCD TV panels supply quantity will be 70 million piece, year-on-year increase of 2%.
Alert to the fourth quarter of 32 inches panel oversupply and falling prices
Portion size, due to previous 32 inch panel prices rise quickly, makes 32 inches 8.5 generation of profit of the best product, from the third quarter panel makers started to increase supply capacity, and fell in the fourth quarter of export demand will drive the 32 inches panel weakening demand, makes the 32 inches panel in the fourth quarter will be significant changes between supply and demand. According to the group of intelligence consulting data shows, in the fourth quarter than 32 inches panel of supply and demand will expand 9.1%, obviously exceeds the demand. 40 ~ 45 inches size period, influenced by samsung (SDC) off line, the supply capacity of 40 inches is greatly reduced, while 45 inches in the fourth quarter is added to the market, but the overall supply is still tight. 43 inches 48 ~ 50 inches in size, price rise quickly, gradually to narrow the gap with 49 inches, period of transfer to 48 ~ 50 inches size demand; And 48 ~ 50 inches size supply capacity is very difficult to have improved significantly, to the fourth quarter is expected to continue to tight supply. All 8.5 generation line 55 inches, actively increasing the supply of 55 inch panel is expected in the fourth quarter of 55 inch panel gradually tends to balance supply and demand. Large size parts, factory and factory are actively increase the supply of 65 inches, drive the supply in the fourth quarter of 65 inches a loosening.
As the fourth quarter of the overall supply and demand into balance, group wisdom consultancy, expects the price of LCD TV panel in the fourth quarter will be leveled off. The excess supply and 32 inches panel alert to 32 inches panel prices downward adjustments. In the fourth quarter of LCD TV panels overall supply and demand into balance
In the third quarter for global sell ready for the season, and under the drive of LCD TV panel prices continue to rise, most manufacturers are more positive in the third quarter of the purchasing strategy, drives demand in the third quarter is expected to reach its highest point this year. According to the group of wisdom consulting "dynamic model of supply and demand, supply and demand in the third quarter of the global LCD TV panel ratio is 1%, presents the obvious shortage, from 32 inches and 55 inches in major dimensions are present tight supply situation.
Group of intelligence consulting think stock in the fourth quarter of export demand will fall, and in the second quarter of this year since 32 inches ~ 43 inches of medium and small size panel price rise quickly, makes the machine manufacturers almost hard to profit, significantly inhibited the needs of small and medium size, especially in the fourth quarter. But the supply side, the supply of fourth quarter panel still maintain the water level in the third quarter. According to the group of wisdom consulting "dynamic model of supply and demand," the fourth quarter of the global LCD TV panel of supply and demand ratio is 5.2%, less demand and supply to maintain will drives gradually into balance of supply and demand in the fourth quarter.
In the fourth quarter of the manufacturer purchasing strategy gradually turned to conservative
From the demand side, into the fourth quarter, gradually into the settlement by the end of the manufacturers, to start thinking about inventory control, purchasing strategy also gradually turned to conservative. At the same time, because of 32 ~ 43 inches prices rose too fast, almost no profit space for brands. Companies to gradually adjust the product structure, reduce the proportion of unprofitable products. According to the survey of the advisory group of intelligence, according to data from the nine big brand manufacturers purchase plan in the fourth quarter fell 7.5%, mainly reduce 32 inches and other poor profit purchasing proportion of small and medium size products.
Supply quantity 2% month-on-month rise in the fourth quarter panel
On the supply side, the supply of fourth quarter panel has the following characteristics, on the one hand is samsung (SDC) and panasonic (PLD) is a representative of panel makers in the fourth quarter closing some TV panel production capacity, especially the supply of 40 inches have significantly reduced; On the other hand is a group of gen, sharp and represented huaxing photoelectric manufacturer supply capacity and gradually increase the TV panel drives continues to increase the supply of 32 inches. Group of intelligence consulting statistics show that the whole, in the fourth quarter of LCD TV panels supply quantity will be 70 million piece, year-on-year increase of 2%.
Alert to the fourth quarter of 32 inches panel oversupply and falling prices
Portion size, due to previous 32 inch panel prices rise quickly, makes 32 inches 8.5 generation of profit of the best product, from the third quarter panel makers started to increase supply capacity, and fell in the fourth quarter of export demand will drive the 32 inches panel weakening demand, makes the 32 inches panel in the fourth quarter will be significant changes between supply and demand. According to the group of intelligence consulting data shows, in the fourth quarter than 32 inches panel of supply and demand will expand 9.1%, obviously exceeds the demand. 40 ~ 45 inches size period, influenced by samsung (SDC) off line, the supply capacity of 40 inches is greatly reduced, while 45 inches in the fourth quarter is added to the market, but the overall supply is still tight. 43 inches 48 ~ 50 inches in size, price rise quickly, gradually to narrow the gap with 49 inches, period of transfer to 48 ~ 50 inches size demand; And 48 ~ 50 inches size supply capacity is very difficult to have improved significantly, to the fourth quarter is expected to continue to tight supply. All 8.5 generation line 55 inches, actively increasing the supply of 55 inch panel is expected in the fourth quarter of 55 inch panel gradually tends to balance supply and demand. Large size parts, factory and factory are actively increase the supply of 65 inches, drive the supply in the fourth quarter of 65 inches a loosening.
As the fourth quarter of the overall supply and demand into balance, group wisdom consultancy, expects the price of LCD TV panel in the fourth quarter will be leveled off. The excess supply and 32 inches panel alert to 32 inches panel prices downward adjustments.
