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

CTOnews.com December 31 news, According to RUNTO released "Global TV panel market shipment monthly tracking," November 2022, Global large size LCD TV panel shipments for 21.8 million pieces, Year-on-year increase 3.2%, Annulus month-on-month increase 3.6%.

Source: Unsplash

Monthly shipments of global LCD TV panel market for 13 consecutive months, unit: thousand pieces The following are the characteristics of global LCD TV panel market in November 2022:

--Following the opening price increase of LCD panels in October, prices of 32-75 inch LCD TV panels continued to rise in November, with an increase of between $2 and $4. The continuation of panel price increase is, on the one hand, the result of manufacturers 'regulation and control of production rate, on the other hand, the expectation of brands for domestic and overseas promotion in the current month, which is finally reflected in a more positive attitude towards goods pulling.

the mainland of China TV panel manufacturers accounted for 65.7% of global shipments, down slightly from October.

BOE (BOE) shipped more than 5.2 million pieces in the month, ranking first. BOE continues to lead shipments in the four main size of 32 inches, 43 inches, 65 inches and 75 inches. 85/86 inch products shipped steadily, combined shipments in the past two months to maintain 70K-80K. Full-year shipments are expected to be roughly equal to BP's 2023 shipments.

--CSOT (Huaxing Optoelectronics) shipped about 4.1 million pieces in the month, with a year-on-year growth of more than 13% and a slight increase of about 1% month-on-month. 55-inch and 98-inch shipments maintained their lead this month. Among them, the monthly market share of 98-inch products reached nearly 80%, the annual cumulative market share was nearly 70%, and the annual cumulative market share of 55-inch products exceeded 30%. At the same time, it is noted that 43-inch products continue to double year-on-year growth, and month-on-month growth has been maintained for five consecutive months. Shipments for the whole year of 2022 are expected to be around 47 million pieces.

HKC shipped about 3.6 million tablets this month, up 6.9% year-on-year. 85-inch products have been shipped steadily since mass production in the fourth quarter of last year. Shipments have remained at around 70K in the past three months, and the market share this month exceeds 30%. The 32 and 43 inches still dominate. CTOnews.com has learned that HKC's 2023 shipment plan is expected to be 45 million units, roughly the same as this year, mainly biased towards structural upgrades in large size.

--The combined market share of Taiwanese panel manufacturers Innolux and AUO was 18.3%, down 1 percentage point from last year. Both factories grew by about 20% month-on-month this month, and the combined market share also increased by 3.1 percentage points month-on-month. Taiwan's Shuanghu was squeezed by BOE and HKC on the dominant product 85 inches. After the combined market share fell below 50% in September, it remained at 46% in the past two months, and the lead was gradually fading. Innolux and AUO have shipment plans for 2023 of 32 million and 12 million tablets, respectively.

--Japan and South Korea panel factory merger market accounted for 16% this month, the same month-on-month decline. LGD's 86-inch products continued to lead this month, with an annual cumulative market share of more than 70%. Sharp (Sharp) and SDC (Samsung Display) in the inventory have negative growth to varying degrees in the same month.

In November 2022, the global LCD TV panel factory shipment ranking, unit: thousand pieces_into December, G8.5/8.6 overall growth rate between 75~80%. G10.5 has an activation rate of 60 - 65%.

- -In Q1 of 2023, the standard action of panel factory will continue to adjust the price through the rate of operation. In the range of 3-5%, the price will Stay. If there is a sharp reduction of 6-10%, it will rise accordingly.

(Activation or utilization refers to the proportion of the time that equipment takes to create value within the time it can provide.)

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