September TV panels offer continued to rally, 32 inch, 40 inch / 43 inches in major size panel to raise $8 ~ 10. IHS, said senior research director David hsieh season 3 TV panels to rise up to more than 20%, panel semi-finished profits on the 15% ~ 25%, panel factory is expected to make a lot of money.
Panel offer up for two months in a row, TV panel prices surged comprehensively, 32 inch, 40 jumped $10/43 inches panel, including 32 inch panel to rise as high as 14%, the average price rise to $80, 40/43 inches panel has risen as high as 10%, bid $120 ~ 130. As for the large size TV panels also edged up, like 49, 55 inches panel also raise 1% ~ 2%.
8, 9 months, said David hsieh panel rally, main dimensions such as 32 inches, 40/43 inches panel one-month rise could reach $8 ~ 10, TV panels offer up back in September of last year's price level. Season 3 TV panel prices rose more than 20% on average, panel factory in August, September sales have grown considerably, the size of the mainstream TV panels semi-finished products (open cell) profits are up to 15% ~ 25%, the third quarter panel factory profit will be quite bright eye.
From the point of the supply chain, the downstream manufacturers do have excess purchasing (in the case of over booking), estimated rate is about 20%. David hsieh, points out that as the TV panel cargo season ended in late September and early October, panel prices will also slow, expected on October TV panels or narrow, when the end of 11, 12 Chinese rose, downstream vendors will begin to adjust inventory, will be the performance of the flat panel quotation.
Panel factory in 8.5 generation factory produce more TV panels, and in 5, and 6 generation plants such as industrial control, automotive panel production product line of higher profits, IT panel capacity is rejected, the price also slightly raise, gradually returned to the cost price. 21.5 inches below the small size of the monitor panel prices rise approximately 4 ~ 6%, more than 23 inches panel prices edged up 1 ~ 2%, 13.3 -inch mainstream, 14 inch, 15.6 inch size NB panel prices rose $0.7 to 1, part of the case or even $3 ~ 5.
