Insufficient off-season panel gains, large-scale demand will be completely stimulated

Smaller-end TV companies such as Konka, Changhong, or Internet brands like LeTV and Xiaomi may be under pressure. In the first quarter of this year, the price of LCD panels will slow down, but now it seems to have become a luxury.

The latest January panel quotes were released. Affected by Samsung's shutdown and Sharp's reduced supply, panel quotes have rarely risen in the off-season. The 40-inch/43-inch and 50-inch panels both rose by a dollar, and there was a $5 increase for the 65-inch panel. WitsView estimates that panel prices will remain flat in February and March, and panel makers' profit in the first quarter is expected to remain high.

Large size, big trend

The off-season is not thin, and demand is still hot. Qiu Yubin, Senior Research Associate of WitsView, pointed out that in January, the panel market was not in the off-season. The demand side was driven by the demand for stocks during the Yuanchun period. As for the supply side, Samsung closed a 7-generation factory, and Sharp reduced the take-out panel this year to make panels supply and demand. Relatively tight, making the panel continued to increase prices in January.

Continuation of this popular situation from 2016 has also changed the pattern of the world's LCD panel market. For example, the market share of LCD panel companies in mainland China has significantly improved this time.

As BOE Chongqing’s 8.5-generation line continues to expand production and full production capacity, production capacity has increased significantly. LCD TV panels (excluding 32-inch for MNTs) have reached 40 million units, and the market share has increased dramatically to 15.4%. Fourth, the weak gap is second only to Innocent; Huaxing Optoelectronics also benefited from the expansion of the t2 production line, and its market share surpassed AUO's in the fifth place in the world. The 8.5-generation line of China National Panda Corporation also achieved mass production in the first quarter of 2016, which led to an increase in the volatility of shipments of 55 LCD panels.

LCD panel, fire and fire

In 2016, shipments of LCD TV panels from BOE, China Star Optoelectronics, and China Panda's Panda panel makers reached 76.73 million units, with a total market share of 30%. Shipments exceeded Taiwan, ranking second only to South Korea. . Looking forward to 2017, with the gradual production of new production lines such as BOE and Wisdom, the market share of the panel makers in the global LCD TV market will continue to increase steadily.

Under this background, Korean LGD and SDC2 manufacturers are actively optimizing the product structure and shifting to large-size and 4K products. Therefore, although the supply area has increased, the overall shipment volume has declined year-on-year, but it still holds the top position in the world. The second position is particularly competitive in large-size areas.

Statistics show that in 2016, global shipments of LCD TV panels reached 258 million units, a decrease of 2.5% from the same period of last year, and the area of ​​shipments reached 130 million square meters, a year-on-year increase of 8%. The capacity of the global TV market is already approaching saturation, and it is difficult for the number to continue to grow. However, the size structure has been continuously adjusted, and large-size panels have ushered in the spring of development.

In terms of large size, the large drop in the prices of large-size panels in 2015 was a direct driver of the growth in the demand for large-sized panels in 2016. Shipments of large-size panels such as the 49-inch, 55-inch, and 65-inch models have grown significantly. The proportion has increased significantly, with the proportion of 55 inches increased to 12.4%, and 65 inches increased to 3%. The large increase in the shipment of large-size panels has driven the average size of 2016 to usher in a leap-like growth.

In 2016, with the television giants Samsung, Sony, and Hisense all announced large-screen strategies, the market demand for large screens was exploded. According to a survey conducted by third-party authoritative data company Aowei Cloud Network on various holidays and e-commerce promotion days, the sales ratio of 55-inch TVs continued to be maintained at more than 30%, and the sales ratio of large-size LCD TVs with 55-inch and above was maintained at 50. Above all, it can be said that consumer demand for large-size LCD TVs has reached an unprecedented height.

WitsView research shows that small and medium-size TV panels rose too much last year, and the downstream TV manufacturers did not make profits. Therefore, the sales season turned to promote large-size TVs, and demand for large-size TV panels was raised. The 49-inch and 50-inch panels increased by 1 in early January. For $3, 55-inch panel prices are flat. Last year's Thanksgiving Day and this year's Yuanchun Promotions all locked 65-inch TVs. The demand for 65-inch panels was quite strong, and there were also three to five dollars in early January gains.

According to Sigmaintell's data, the average size of the global LCD TV panel in 2016 reached 42.7 inches, an increase of 2.1 inches. It can be expected that in the next few years, the end consumer market will lead the TV market to continue to increase in size, coupled with the strategic conversion of brand manufacturers and the active cooperation of panel suppliers, the global LCD TV panel market will continue to grow in size, large-size panel Development will also usher in the spring of development.

In this process, cooperation between Chinese companies may further stimulate the Chinese LCD panel industry to become bigger and stronger. For example, in mid-November last year, Skyworth and BOE strengthened their cooperation, and at the end of November, they broke out with Hisense and TCL to strengthen cooperation. As Foxconn shrinks its battle line, it will deliberately make it difficult for the domestic machine companies, and the domestic machine manufacturers will instead seek the possibility of domestic LCD panel companies to cooperate. This will further enhance the overall strength of Chinese LCD panel companies.

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