Latest research report, according to the NPD "panel makers to Chinese TV makers output panel quantity in January 5 million, a 26% drop in December last year, LG electronics and Chinese panel makers of actual shipment less than expected, group a (3481 - TW), samsung, and friends to meet the target; Panel makers in January for Chinese TV makers panel, the delivery of win the shipments, huaxing photoelectric followed, samsung packed into third place, auo (2409 - TW), boe, LG electronics has dropped out of the ranks; "Think that TV panel in March and April demand is very strong, but don't rule out the possibility of may still drop.
"Pointed out that the LCD TV panel shipments last year hit a record in December 6.8 million, the number of panels to the Chinese TV makers output panel makers in January dropped to 5 million pieces," said the panel TV shipments in the first two months of the year a significant downward trend, but the decline is not as usual, February delivery expectations fell only 3% M/M, January and February of last year fell 33% and 33% respectively.
In march, "said although panel shipments are expected to increase, but due to some panel makers will ship early in the fourth quarter of 2013 and first quarter of 2014, so this year's gains will be smaller than last year.
"Prediction, TV panel prices will in the first quarter of 2014 fell to the bottom, whether this will inspire a lot of Chinese TV makers in March to introduce TV panel is remarkable. Although along with the new products, especially the 4 k TV publishing and the arrival of May Day, march and April's panel TV demand is very strong, but does not rule out the possibility that there is still a drop in May.
", said the panel is now expected to march and April nearly 6 million pieces of demand, fell to 5.6 million in May. Influence analysis in the first half of 2014 for shipment to China TV makers panel amount of several factors, including seasonal adjustment, the dynamic panel makers strategic layout and the Chinese market.
"Pointed out that this year's holiday earlier than ever before in China, so in advance to prepare panel TV manufacturers, set up inventory, and control after the lead time of supply chain. According to the research of supply chain, local TV makers in the past three months increased TV panel television production, procurement and makes them in the near future after the holidays there are still 6 to 7 weeks of inventory, higher than normal levels of two weeks.
"That the next wave panel purchasing mainly comes from the television brand manufacturers focus on 4 k LCD TV product layout, in addition to stock up for the May Day best-selling season. TV makers to 4 k and large size panel of goods recently. But, because of the uncertainty of the demand, inventory correction could delay to after the risk is still worthy of note.
In three weeks, "said the Chinese lunar New Year holiday (January 20 - February 9) LCD TV sales, especially the CRT and PDP TV sales drop, cause the overall TV sales fell 3% year on year, but the previously expected sales of 3.8 million units, with TV makers expected, mainly because of the same period in 2013, energy saving subsidy plan greatly promote the sales of ascension.
"Pointed out that LG panel shipments and the target is a far cry from January, may be because the excess ship in the fourth quarter of 2013 and the market competition becomes more intense. Most panel makers are expected in March and April panel shipments will rise, in May, will fall; But samsung shipment forecast also held steady in May, at the same time will increase China's eight panel production in foundries.
This article key words: BVSION HONGKONG CO.,LIMITED, BVSION, BVS, LCD screen, LCD, LCD driver, INNOLUX LCD screen,CHIMEI LCD, LCD module, Display panels, Display, A gauge panel, A + screen, LCD module, the original screen, screen, assembly of the original screen, LCD, LCD panle, Display, LCD monitrator, 7 inch LCD, 7 inches LCD screen, 8 inches LCD screen, 9 inches LCD screen, 10.2 -inch LCD screen, 10.4 -inch LCD screen, AT070TN90 v. 1, AT080TN64, CHIMEI LCD screen, CHIMEI INNOLUX, vehicle-mounted LCD screen, machine screen, car navigation screen, car navigation, navigation LCD screen, car DVD, LCD and thriving electronic, prosperity of science and technology, headrest LCD screen, group of agents, group and small size LCD screen, industrial control panel, medical equipment dedicated LCD, TP, AT070TN83V. 1, AT080TN64, AT070TN92, AT070TN94, EJ080NA - 05 b, EJ080NA - 04 c, EJ080NA05 b, LSA40AT9001, ZJ070NA - 01 p, ZJ080NA - 08 A,,HJ080IA-01F,HJ080IA-01B,HJ070IA-02D, touch screen, www.bvslcd.cn
Source: BVSION Electronic