Next year, Q1 panel industry has a chance to not be off-season

In the off-season cold winds of consumer electronics, except for the notebook computer panel, which has already made off-season demand through price cuts, another major application panel for IT has failed to weaken the market environment in December. , stepped in the footsteps of falling prices.

The TV panel is the only application that stands still at this stage, and some of the size gains continue. Overall, WitsView, a photoelectric business unit of TrendForce, predicts that in the first quarter of 2015, the panel industry will still have the opportunity to appear in the off-season.

Qiu Yubin, Senior Research Associate of WitsView, said that in the first quarter of next year, panel makers began to adjust production capacity for different generations of production lines. It is estimated that about 5-7% of global production capacity will be suppressed; on the other hand, although the IT panel needs Weak, but the demand for TV panels fluctuates relatively unobviously. In addition to the shortage of work that occurs during the Lunar New Year, it will also restrain the output scale of the panel, under the premise that demand will be slightly supported and supply will be adjusted. WitsView It is estimated that in the first quarter of 2015, the panel industry may experience a non-light season.

Qiu Yubin said that the demand for TV panels is not entirely outside the off-season effect. As for Chinese brands, after the peak seasons in domestic and overseas markets have come to an end, there is indeed a gradual decline in the attitude toward panel purchases.

However, due to the fact that the inventory of hand panels still maintained a healthy level, the adjustment of orders volume in December was limited, and the attitude of strong purchases by Korean brands remained unchanged, which greatly reduced the impact of TV panel prices, except for a stable 32-inch demand. Thanks to the trend of demand size increase this year, 40-inch, 48-inch, and 50-inch products will still offer a strong transcript of US$1-3.

Qiu Yubin pointed out that due to the influence of balance between supply and demand, the quotations panel began to decline; due to the weak demand for notebook electrical panels, and the adjustment of the production capacity of large-size TV panels over 55 ,, some panel production capacities were released. The pressure of the supply side was increased at the same time as the output of the splicer panel was produced, and the effect of the correction at the demand end due to entering the off-season was also very significant.

In terms of individual dimensions, the 19.5吋 (W) gains in the first few months are also the greatest downward pressures on price reversal. The estimated price reduction range is US$0.5-0.7. Other products under 24吋The drop was about US$0.5. For large-size products with a size of 27吋 (W) or more, it still had to open up the market penetration rate through price cuts. The drop was about US$1 this month.

Qiu Yubin analyzed that the weak tone of notebook computer panels remains the same, and that panel makers are eager to clear inventory at the end of the year. In December, the decline trend has expanded.

Among them, the proportion of transactions was close to half of the overall market, which was 15.6%, and the pressure of price drop was still the highest. The estimated monthly decline was US$0.6-0.8. Although the proportion of 14 transactions was slightly narrowed to 20-25%, the mainstream remained unchanged. This is another major target for customers to cut prices. This month's drop is about US$0.5-0.7, while other niche sizes such as 11.6 inches and 13.3 inches are controlled at US$0.3-0.4.