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Youda: panel pulling tends to be positive, and the overall supply and demand gradually return to a more balanced state.

2025-01-31 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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Shulou(Shulou.com)11/24 Report--

CTOnews.com, September 1, according to a report in Taiwan's Economic Daily, Peng Shuanglang, chairman of Youda, pointed out yesterday that recently, some brand customers have become more active in pulling goods, and the overall supply and demand has gradually returned to a more balanced state. "this is good news for the industry."

CTOnews.com learned that it was reported that the panel quotation was revised in the second half of last year, and Youda and Qunchuang both changed from profit to loss in the second quarter, ending seven consecutive quarters of profit and reducing production one after another. At the end of July, Peng Shuanglang took a conservative view on the economy at the French meeting, and yesterday changed his tune to a positive direction, revealing that the market situation of the panel was gradually surfacing.

Legal person analysis, Peng Shuanglang relaxed to become optimistic about the economic outlook, which should be related to the effectiveness of the production reduction effect of panel manufacturers and Samsung's recovery of TV components.

Peng Shuanglang said in an interview yesterday that brand factories were indeed a little too optimistic about this year's estimates last year, resulting in relatively high inventory levels in the first half of this year, coupled with external factors such as war, interest rate hikes, inflation and other external factors affecting consumption, causing brand factories to slow down and shift to inventory adjustment.

As the inventory adjustment effect of brand factories worked in the first half of the year, Peng Shuanglang revealed that we have seen some brand factory inventory return to a healthy level and pull goods actively, which is good news for the industry; it remains to be seen whether the industry can recover from its trough next year.

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