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

CTOnews.com, February 13, according to the Taiwan Industrial and Commercial Times, the polarizer factory bottomed out in January due to the impact of the panel factory's low crop growth rate. In the first quarter, panel factories strictly controlled production capacity and weak demand. In addition, they continued to demand price cuts, and it is estimated that polarizers will still decline by more than 5% in a single quarter.

The polarizer factory said that the average capacity utilization rate of the polarizer industry in the third quarter of 2022 was about 60%. In the fourth quarter, because the capacity utilization rate of panel factories increased and customers picked up goods earlier before the Lunar New year, the capacity utilization rate also rebounded to 65% and 70%.

Taiwan media pointed out that the average capacity utilization rate fell below 60% in January, the number of working days in February was less, and demand did not pick up, so it is expected that capacity utilization rate is still low, and revenue is expected to pick up only from March. Revenue in the first quarter is expected to be a sign of recession compared with the previous quarter and the same period last year.

As panel manufacturers suffered huge losses of more than NT $10 billion in the third and fourth quarters of last year, polarizer manufacturers also faced pressure from customers to reduce prices in the second half of last year, and the price of polarizers fell by about 5% per quarter in the second half of last year.

The outlook of the panel factory in the first quarter of this year is still conservative, the expected revenue and profits are difficult to improve, the pressure of the polarizer price to continue to fall is still great, and because the downstream brand customers are still in the inventory adjustment period, the pulling channel kinetic energy is quite weak, so the price decline force is even greater. Overall, the overall polarizer price decline is expected to remain at 5%. 10%.

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