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

According to Ji WeChat, the overall downward revision of panels purchased by many TV brand factories around the world in 2022 is estimated to be about 15%. Recently, the industry expects that if panel factories do not continue to expand the rate of production reduction, the market situation is likely to not improve in the first half of 2023.

According to the Electronic Times on August 4, sources said TV brand suppliers have cut their panel purchase plans in the face of weak end-market demand. Market data show that according to the revised panel purchase plans of TV brands such as Samsung Electronics, LG Electronics, TCL, Hisense, Sony and Skyworth, all TV suppliers may purchase about 15% fewer panels in 2022 than the previous year.

Recently, industry manufacturers pointed out that Samsung Electronics, for example, digested four weeks of inventory in about two months, so as to estimate that the inventory in the overall consumer electronics industry chain exceeding the normal water level may be difficult to return to normal level by the end of 2022. Overlay 2023 Q1 for the traditional off-season, and the brand terminal after this inventory adjustment, the future inventory control will be more stringent, so some panel manufacturers believe that this panel production reduction may continue at least until 2023 Q1.

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