Core Tip: Samsung Group has made great efforts to reduce inventory. It is reported that the TV product line has achieved results first. The inventory that was originally as high as 16 weeks has recently dropped to about eight weeks, approaching the healthy water level of six weeks, and has gradually notified the supply chain to gradually return to normal. .
Samsung Group has made great efforts to reduce inventory. It is reported that the TV product line is the first to receive results. The inventory that was originally as high as 16 weeks has recently dropped to about eight weeks, and it is approaching the healthy water level for six weeks. The supply chain is gradually notified.
The TV is the first terminal product line to return to normal after Samsung notified the supply chain in mid-June to suspend the purchase of goods. The Samsung TV supply chain named did not comment on individual customer messages. According to the industry, Samsung currently only has TV-related business inventory or has received results, and the mobile phone is still in poor condition. Supply chains such as Largan and Shuanghong are still under pressure.
The consumer electronics boom has taken a turn for the worse. In order to eliminate inventory, Samsung notified the supply chain in mid-June and suspended the supply chain for an unprecedented period until the end of July, covering terminal applications such as TV and mobile phones. Subsequently, due to the de-stocking situation not as expected, it is rumored that the time of suspending goods will be extended for at least one month to the end of August, and some items will not even be pulled until the end of the year.
Samsung TV supply chain revealed that Samsung spent more than two months actively destocking. Recently, the TV product line has taken the lead in achieving results. The inventory of some high-end TV products has been reduced rapidly, and it has gradually returned to normal supply. It is reported that Samsung's previous inventory of TV-related components was extremely high, and the panel inventory was as high as 16 months, resulting in a continuous drop in the quotations of large-size panels, and AUO and Innolux have also turned losses since the second quarter.
After Samsung shut down the production of LCD panels, the LCD panels required for TVs currently rely on external purchases, including BOE, Huike, Innolux, and AUO. Samsung is the dominant TV brand in the world. After Samsung restarted the TV supply chain, the industry is optimistic that it is expected to stimulate the bottom rebound of the panel market.
TrendForce, a technology market research organization, previously announced that the price of 32-inch TV panels will be the first to stop falling in late August. The chemical is about to reach the standard. The current inventory level has dropped significantly from the previous high of 16 weeks to eight weeks, and is approaching the healthy water level for six weeks, so it has begun to gradually resume pulling goods.
Relevant manufacturers revealed that it is not ruled out that the component subsidiaries of Samsung Group negotiate with brand subsidiaries within the Samsung Group to reduce the price of components, and select the best-selling models for stocking in the brand, so that the relevant panels and driver IC components can be pulled again. Get moving. However, this part should mainly use Samsung's own driver IC. As for external IC manufacturers, they may benefit less, and the external beneficiaries are mainly panel manufacturers.
Industry analysis shows that Samsung's active destocking has gradually produced benefits, and it is expected to become a leading indicator among non-Apple manufacturers. It is also considered to be a major manufacturer with the fastest adjustment and the most flexible strategy. The speed of Samsung's inventory depletion has also become a darkness full of uncertainty at present. A ray of light in.
