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

CTOnews.com February 5 news, according to the latest news from CINNO Research, a semiconductor display industry consultancy, it is expected that the prices of LCD TV panels of all major sizes in January will remain at the same level in December, while 65 inches and 75 inches are likely to rise slightly.

▲ source CINNO ResearchCINNO Research said that the price game between supply and demand of LCD TV panel is still going on, and the price expected by the panel factory has hit bottom and rebounded quickly, that is, the V-shaped trend has not come. CINNO Research believes that in order to avoid a long-term L-shaped trend of low prices in 2023, panel factories will at least keep the growth rate at around 70 per cent and continue until Q3 this year.

On the other hand, because the first-tier brands are not optimistic about the consumption expectation in 2023, and some brands are facing the pressure of product iteration and the elimination of the old models, the willingness to adjust prices is also weak. therefore, at present, those who accept the price increase requirements of panel factories are mainly second-and third-tier brands and contract manufacturers with weak bargaining power. It is expected that January and even the entire first quarter LCD TV panel prices will still be more likely to maintain horizontal trading, if the second and third-tier brands to accept the results of price increases are more common, large-size prices may be the first to rise slightly.

From the supply point of view, according to CINNO Research industry chain survey data, in December, the domestic LCD panel factory farming rate re-adjusted 2.5 percentage points to 73.2%, of which G8.5Universe 8.6 production line farming rate pullback 4.7 percentage points to 71.6%, while G10.5 / G11 production line farming rate slightly increased 1.3 percentage points to 78.6%. It is expected that in the first quarter, due to the annual repair factor and the superposition of the traditional off-season in the international market, the harvest rate is expected to continue to decline.

From the terminal point of view, on the one hand, major customers of international TV brands reported a deficit in 2022, and shipping expectations for 2023 are not optimistic, and the ability to digest high-end panels is declining. On the other hand, some first-tier brands are facing the pressure that new products are about to be put on the market in 2023 and old products are in urgent need of clearance, and they will not easily accept the price increase of the panel factory at this time. CINNO Research believes that there is unlikely to be a significant recovery in terminal demand in the international market until the next peak season in the fourth quarter of 2023, so it is still difficult for LCD TV panel prices to rise.

CTOnews.com learned that CINNO Research statistics show that a review of panel prices in December 2022 showed that 32-55 inch prices remained horizontal, in line with expectations, while 65-inch and 75-inch panel prices rose $2 and $1 more than expected, mainly due to panel factories' efforts to promote some second-and third-line panel factories to accept price increases.

CINNO Research believes that although the operating rate of the panel factory declined during the Spring Festival in January, the relevant stock of the terminal factory has been completed ahead of schedule, and some old models need to be stocked, so a comprehensive judgment of the price of LCD TV panels of various specifications will be more likely to maintain the price level of 12 months. The focus of the price game between supply and demand is still on the economic cutting dimensions of the two high-generation production lines, 65 inches and 75 inches, and it is expected that the prices of these two sizes will continue to rise slightly.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.