Core tip: On February 23, a person close to TCL Huaxing told the Associated Press that the crop growth rate of TCL Huaxing has increased significantly, and some production lines have achieved full production and full sales. The person from the securities department of Rainbow also told the reporter of Cailian News Agency who called as an investor that its TV panel production line is now full of production and full of sales.
On February 23, a person close to TCL Huaxing told the Associated Press that at present, the crop yield of TCL Huaxing has increased significantly, and some of its production lines have achieved full production and full sales. The person from the securities department of Rainbow also told the reporter of Cailian News Agency who called as an investor that its TV panel production line is now full of production and full of sales.
The demand for panels has increased. According to the latest survey of TrendForce Chibang Consulting, as the panel factory controls production in an orderly manner at the supply side, the demand side is expected to see the price of TV panel fall to the bottom. Recently, domestic brands began to stock for 618 promotion. In addition to domestic brands, this wave of demand has also been followed by OEM and small brands. The overall supply and demand of TV panels has become tight, which has led to the establishment of the price rise of non-mainstream brands in February.
In March, domestic brands continue to carry out 618 and Amazon Prime Day promotions in North America. TrendForce expects that this move will drive the price of full-size TV panels to rise by 3~5% from 32 inches to 55 inches; Large size 65 inches increased by 7~9%. The price of TV panel is expected to return to the cash cost level before the stock of TV in the second half of the year.
According to the panel price and demand situation, BOE A said in the agency survey a few days ago that according to the data of the third party consulting agency, the price of LCD TV mainstream size products remained relatively stable in the first quarter of 2023; The decline of IT products has continued to shrink, and the price of some products has stopped falling. In addition, according to the prediction of the consulting agency, the demand area of large size LCD products will return to growth in 2023, especially the large size of TV market will continue; The semiconductor display industry will return to normal fluctuations in the weak and peak seasons.
BOE A said that at present, the overall crop growth rate of the industry is still at a low level, superimposed with a low inventory situation, and the demand for price rise is strong. LCD products will have the opportunity to meet the price rise.
TrendForce pointed out that the implementation of new epidemic prevention measures in China at the end of last year is expected to help invigorate the economic development of domestic demand this year, and add to the major promotional events this year. It is expected that it will take advantage of the trend to drive the TV shipments in the second quarter to 45.64 million units, with a quarterly growth of 8.7%, which is the highest growth rate in the same period since 2015.
