July panel Market - touch screen, display screen

In July, according to the latest panel price trends released by major research institutions, panel prices in June were obviously convergent, while in July, except for a few super large sizes, TV panel prices were basically flat.

From the demand side, the global TV brand manufacturers take a relatively cautious strategy for the future market, the TV cost rises, the brands accelerate the adjustment of product structure, and the overall demand continues to decline;From the point of view of the supply side, panel factories are actively adjusting the product structure and annual repair, so that the effective supply of TV panels can maintain the growth trend.

On the whole, with the popularization of vaccines and the gradual deregulation of major overseas economies, the demand for TV terminals has gradually declined. However, due to the previous panel price surge for one year, the downstream pressure for price reduction is great, and the panel factories are loosening their mouths to give up profits. It is expected that the panel price increase in the third quarter will continue to converge and tend to be stable, and some sizes may reverse and fall.But the terminal machine price is expected to continue to rise.

Recent major events affecting panel price changes

Samsung LG postpones LCD panel production

In an internal letter to employees, Cui Zhoushan, chief executive of Samsung display, said the company is considering extending the production of large-size LCD panels to the end of 2022, Yonhap reported recently.A person familiar with the matter further disclosed that SamSung monitor is likely to expand LCD panel production, but has not made a clear decision on this.

This is Samsung display delay LCD back to the end of this year, again "dishonest.". Coincidentally, another South Korean panel manufacturer, LG display, which was once the same LCD giant, originally planned to close its LCD production line in South Korea at the end of last year, is still in operation.

DSCC：The supply of large LCD panel exceeds the demand

According to the report of DSCC, the demand of American TV has increased significantly since the second quarter of 2020, with an annual growth rate of 23%, and the annual growth rate of 50% in the third quarter of 2020.By the first quarter of 2021, U.S. TV shipments are still growing rapidly, with an annual growth rate of 23%.

However, with the popularity of new crown vaccination in the United States, the demand for television is slowing down, and people are turning to tourism or entertainment activities restricted during the blockade.
DSCC estimates that US TV shipments in the second quarter of 2021 may be roughly the same as in 2019, down 24% from the same period in 2020.

---------From the touch screen, LCD news network.