With the withdrawal of manufacturers, the LCD panel will face the change of supply and demand in the short term, and the panel price will rise

文章来源:华云视界 发表时间:2020-07-02
In March, novel coronavirus pneumonia was released by CINNO Research, a market research firm. The SDC (Samsung show) is accelerating the process of shutting down LCD capacity and turning OLED into production, and the shutting down plan will be advanced to the fourth quarter of this year. Following this news, LG, Mitsubishi, Corning and other old brand LCD suppliers have also sent out the LCD panel market information.


With Samsung, LG, Matsushita, Mitsubishi and other LCD panel manufacturers have withdrawn from the market, industry insiders believe that LCD panels are facing changes in supply and demand in the short term. In the short term, the supply of LCD panel market is insufficient, and the panel price will rise.

In addition, after the market downturn in the first half of the year, manufacturers actively replenished and entered the second half ahead of time. After the "bad" first half of the year, not only the sales of enterprises are not satisfactory, but also most of them tighten up the preparation. As the epidemic enters the second half, the epidemic situation in many parts of the world is gradually controlled, and the economy will return to normal. Sales in various regions are gradually recovering, and the stock preparation in advance into the second half of the year will also lead to a concentrated outbreak of demand for panels, and the demand for panels will become more and more vigorous.

 In the short term, the capacity exit effect of Korean factories gradually appears, while the newly added capacity in mainland China is limited. The overseas economic recovery superimposes the industry peak season in the third quarter. In the case of strong demand and reduced supply, the subsequent panel price rise has a strong sustainability.

Due to the epidemic situation, the global closure of cities, poor logistics, and offline store closures have gradually eased in June. Due to the low overall inventory level of the industry and the expected recovery of demand in the second half of the year, the demand for replenishment of inventory is imminent, and the demand for replenishment is on the rise.

 

In the short term, the capacity exit effect of Korean factories gradually appears, while the newly added capacity in mainland China is limited. The overseas economic recovery superimposes the industry peak season in the third quarter. In the case of strong demand and reduced supply, the subsequent panel price rise has a strong sustainability.

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