TrendForce announced panel quotations in the second half of March. Under the strategy of panel makers to strictly control the utilization rate and the demand for stocking up for China’s 618 promotion, it is estimated that TV panels will rise across the board, and medium and large sizes will see a larger increase. Display panels and pens Electric panel rendered flat.
Fan Boyu, Vice President of Research at TrendForce, expects that in March, the price of 32-inch TV panels will increase by US$1, 43-inch by US$2, 50-inch by US$3-4, 55-inch by US$4-5, and 65-inch by US$10 , 75 inches raised by 6-7 dollars.
Fan Boyu believes that panel makers actively reverse the supply and demand situation of panels through the strategy of strictly controlling the utilization rate, creating an opportunity for TV panels to rise. Currently, it is expected that TV panels will rise in an all-round way in March. With the launch of promotional stocking needs, mainstream brand customers are also expected to accept panel price increases.
And in the previous cycle of price declines, large-size products fell more deeply. Therefore, in this wave of price increases, the rise of medium- and large-size products will be more obvious. The goal is to quickly bring panel prices back to the cash cost level. .
The price of display panels has been falling for a long time. Although the demand for business models is still weak, there are signs of stabilization in the demand for consumer models. Some brand customers also believe that the price is close to the bottom and start to increase purchases slowly. In addition, the recent TV panel The rise in prices has also given a shot in the arm, and the overall display panel will officially stop falling in March.
In terms of notebooks, terminal demand is still weak, and first-tier brand customers are still conservative in increasing panel purchases. Some brand customers increased purchases on a small scale in March, but it is still difficult to reverse the sluggish market situation. Currently, panel makers are still strictly keeping the bottom line of panel prices through the control of utilization rate and inventory. Therefore, it is expected that the price of notebook panels in March will remain flat.
