Large-size panels will continue to slide in June, LED backlight panels will stop rising prices
After entering the off-season demand, the pressure of the decline in the price of large-size LCD panels continued to exist. At the same time, the panel for TV sets was the main one, and the price of the optical system components was in a tight supply trend. In terms of the final price in May, the price of notebook panels dropped by 1~2 dollars, and the display panel fell by 1~4 dollars. In the panel for TVs below 37 inches, the price of CCFL (cold cathode tube) backlight panel dropped by 0~5 dollars, while the LED backlight panel increased by 3 dollars. In the panel for TVs of type 40 and above, the price of CCFL backlight panels fell by 0 to 5 US dollars, while the LED backlight panel increased by 0 to 5 US dollars.
Figure 1: Price trend of LCD panel for IT (predicted value after June)
Figure 2: LCD panel price trend for 32-inch TVs (predicted after June)
China's TV sets have come to an end as of the commercial war in Section 5.1, and the actual supply of Chinese assemblers is lower than the plan originally designed with confidence. Therefore, in order to adjust the inventory of the once-selling 32-inch CCFL backlight panel, the panel makers in Taiwan have taken the price reduction measures. As a result, the overall price reduction pressure on the panel price has been increased.
In this regard, Korean panel makers are making tough price negotiations in the face of tight supply in the main LED backlight panels centered on developed countries.
Due to the popularity of the edge-emitting LED backlight method, the demand for acrylic light guide plates that are not required in the direct-type CCFL backlight method has soared. Demand for optical system components such as high-efficiency white LEDs and diffusers has also increased. In addition, there is still a situation in which it is difficult to supply a driver IC that is inherently tight in supply, and the LED backlight source yield is lagging behind. It is expected that the price of the LED backlight panel will continue to be in a state of continually rising. . In addition, due to the surge in the production of panels for the popular product "iPad", the major panel manufacturers responsible for manufacturing intend to re-adjust the "panel production plan" for the bottom plate size after the fifth generation. In the panel for notebook computers and some panels for displays. The impact has begun to appear.
Regarding future price trends, it is expected that June will continue to be in a slow decline as in the previous month. The reason is that while panel demand is slowing down, some panels and components are still in tight supply, so it is estimated that there will be no significant price decline. Then, in July, panel purchases for commercial wars at the end of the year starting from China's National Day will start in full, so prices will rebound and start to rise in August. It is expected that the upward trend will continue until November at the end of the year.
However, there are many variables. For example, assembly companies with strong markets in Europe adjust their supply plans due to the depreciation of the euro, the increase in assembly and component manufacturing costs due to rising wages in China's ODM (Original Design Manufacturer), and the political risks on the Korean peninsula. The author will pay special attention to the price level of the panel procurement period for the commercial war at the end of the year. The reason is that it is estimated that the TV set price for the commercial war at the end of the year will be the same as that of 2009, which will affect the supply plan of the assembler based on the price decline, which may make it difficult to drive demand.
First of all, we will continue to pay attention to the gap between the panel procurement plan and the actual panel supply of each assembly company facing the end of the year.
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