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The price of CINNO:11 monthly panel has recovered slightly in an all-round way, which is still a long way from a large correction.

2025-02-25 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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

CTOnews.com December 1 news, CINNO Research yesterday released a report said, It is expected that November each main size LCD panel will still carry on tentative price increase, But at the same time supply side appears loose, Tentative price increase is also difficult to continue.

The report pointed out that after months of active intervention control and price stop falling, LCD TV panel price appeared a wave of tentative price increase driven by panel factory in October, but terminal sales in November were still less than expected under the stimulation of several short-term positive factors, which made the prospect of terminal demand recovery confused, and the brand party's acceptance of price increase was extremely limited. In addition, there are still some channels in the industry with price reduction power, and some panel factories face year-end performance pressure and have improvement plans. Therefore, it is expected that by the end of the year, LCD TV panel prices will have a greater probability of maintaining sideways.

When it comes to the price of small and size TV panels in October, the report said that the increase was slightly higher than expected, and most specifications rose by an additional US $1 -2 than previously expected, mainly because prices stabilized faster than expected. However, some large customers did not settle the price of the October panel, which also indicates that the terminal party is not optimistic about the possibility of further increase in the current panel price.

CTOnews.com understands that CINNO Research believes that November terminal sales performance further dragged down the pace of panel price recovery. It is estimated that the price of LCD TV panels in November will rise slightly by about US $1 compared with October, covering a range of 32"-65," while 75"is of great importance to revenue, and relevant panel manufacturers still need to work hard to ensure that shipments increase, so prices remain unchanged.

Source: CINNO Research

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