Bozor umidlarining pasayishini to'xtatish uchun birinchi chorakda LCD televizor paneli narxlari. Bozor tadqiqot institutlari yaqinda e'lon qilingan LCD televizor panellari narxlari to'g'risidagi hisobot shuni ko'rsatadiki, mart oyida 32 - dyuymli panelga qo'shimcha ravishda ketma-ket ikki oy davomida pasayishni to'xtatgan, boshqa o'lchamli panellar narxi esa ko'proq pasaygan. Eng dahshatlisi, agentlik aprel oyida 32 dyuymli panellar narxi tushishini kutmoqda, katta o'lchamli panellar narxi esa hali ham pasaymoqda.
Kutishlarni to'xtatish uchun birinchi chorak
Turli o'lchamdagi LCD televizor paneli narxlari. Kichikroq tomondan, Overevo 32-dyuymli panellar narxlari mart oyida oyiga- bir tekis bo'lganini, ammo panellarning umumiy qisqarishi tufayli aprel oyida bir birlik uchun 1 ga tushishi kutilayotganini aytdi.
On the mid-size side, Overevo expects 43-inch panels to remain down 1 in April and 50-inch panels to fall 2 in April, but thinks 50-inch panels are close to vendors' cash costs.
Katta o'lchamlar nuqtai nazaridan, Overiwo 65 dyuymli va 75 dyuymli panellarning narxi aprel oyida bosh brendi va panel fabrikasining inventar bosimining oshishi tufayli har bir dona uchun 5 ga tushishi kutilmoqda, deb hisoblaydi. Group Intelligence fikricha, xalqaro brendlardan xarid talabining zaifligi va ta'minotning pastligi sababli, yuqorida aytib o'tilgan ikki o'lchamdagi panellarning narxi mart oyida qariyb 10 dona pasayishini saqlab qoldi va aprel oyida 6 dona / donaga yaqinlashishi kutilmoqda.
Panel is a typical cyclical industry. After about three years of supply-demand adjustment and epidemic factors, LCD TV panel ushered in the longest round of "price surge" in history from the second quarter of 2020. However, from August 2021, terminal demand reached saturation, and the panel industry economy turned downward and has continued to this day. The first quarter of this year was widely expected to end the decline, but ultimately failed to do so.
"The price of LCD TV panels has not fallen below the cash cost, but is above the cash cost," said Lee Yaqin, president of Group Intelligence. LCD TV panel is expected to be a decline in the second quarter. Prices of all sizes of TV and notebook panels are falling, which means that the global LCD panel market is in a downward trend."
Koreya zavodi yoki ishlab chiqarish rejalarini qayta ishga tushiring
Ba'zi LCD televizor panellari narxi o'tgan yilgi yuqori ko'rsatkichlardan ikki baravar arzonlashdi va ba'zi mahsulotlar liniyalari pul yo'qotmoqda. O'quv kursi ichidagi shaxs, kuchli bosim ostida Janubiy Koreyada ikkita katta panel zavodi yoki ishlab chiqarishni to'xtatish rejasini yana kun tartibiga qo'yishni o'ylaydi.
BOE va TCL Huaxing kabi mahalliy panel ishlab chiqaruvchilarining kuchli o'sishi bilan LCD sanoatida raqobat kuchli. Samsung Display so'nggi yillarda OLED, QLED va boshqa displey texnologiyalariga e'tibor qaratish uchun LCD ishlab chiqarish liniyalarini to'xtatmoqda. Samsung Display 2020 yil oxirigacha barcha LCD ishlab chiqarish liniyalarini yopishni rejalashtirgan edi, ammo pandemiya va panel narxlarining o'sishi sharoitida panellarni etarli darajada ta'minlash rejasini kechiktirdi.
Janubiy Koreyaning panel giganti Lg Display ham xuddi shunday. Kompaniya 2020 yil oxirigacha Janubiy Koreyada LCD televizor panellarini ishlab chiqarishni to'xtatishni rejalashtirgan edi, biroq u hali ham ishlamoqda.
A buyer who follows panels for a long time said, "Although Samsung Display's decision to shut down all LCD production lines will have little impact on the supply side of the industry, it means Korean companies are losing money again and prices are falling, so it is only a matter of time before Lg Display shuts down its local LCD production lines."
Biz zaxiralarni tushirish bosimiga javob beramiz
O'tgan yil davomida mahalliy LCD panel ishlab chiqaruvchilari juda ko'p pul ishlashdi va endi bosim kuchayib bormoqda.
Li yaqinning ta'kidlashicha, panel ishlab chiqaruvchi korxonalarga bosim chiplar kabi xom ashyo yetishmasligidan talab tomoniga o'tgan. Global epidemiya engillashgani sababli, talab pasayib ketdi va ta'minot zanjiri xatarlari asta-sekin yo'q qilindi, bu esa brendlarni zaxiradan chiqarishni boshlashiga olib keldi. Va bu raunddan tozalash keng qamrovli bo'lib, televizorlar, monitorlar, noutbuklar, mobil telefonlar va boshqa iste'molchi elektron mahsulotlarni o'z ichiga oladi. Bundan tashqari, ushbu jarayonda Rossiya va Ukraina o'rtasidagi ziddiyat va global inflyatsiyaning kuchayishi, brend tezlashtirilgan stoksizlanish bosqichiga kirdi.
Li yaqin said panel manufacturers had to make some substantive adjustments to cope with the risk of demand contraction caused by destocking, such as reducing the production line running rate. But brand destocking won't hinder the pace of product upgrades, which are expected to pick up this year.
Li Yaqin judge, "this year panel manufacturers' profits will be differentiated, a part of the panel factory will face losses. The current situation is a test of the panel factory's ability to resist risk and demand contraction, product depth, market strategy, product line adjustment speed and other factors will affect profitability."
It is worth noting that TCL technology (000100) recently told investors about whether the industry adjust rate of grain or dynamic respond to demand fluctuations of questions, "over the past few years is the key stage of country transfer capacity, industry structure changes, the enterprise market position fast shuffle, panel companies in order to ensure the scale advantages and market position without reducing the rate of grain or move. After the country transfer comes to an end and the industry competition pattern is reshaped, the healthy and stable development of the industry is in line with the interests of all enterprises. In the face of fluctuating demand, companies will seek a balance between scale and efficiency.
