Analysis: "panel + TV" mode manufacturers painful choice

Since the second half of the market season will come, the recent LCD TV panel demand is still quite good, but the price is still the TV panel showed a relatively weak trend, a panel factory finance staff said that demand does not mean that can earn money from, but taking into account the subsequent market customers composition layout, and dare not continue to supply, evolved into the panel industry to enter the field of application of liquid crystal TV, is bound to have a long period in the throes of effect.

This year to prepare to cut into the field of liquid crystal TV Guihui, market demand does not seem to represent good can make money, plus the NB panel price rise, is actually started since June, and the price of speed is far better than past rebound stage so violent, so although the entire TFT industry experience the first quarter of a substantial loss of boom bottoming phase, second quarter profit to improve the pressure is still heavy.

CPT pointed out that this wave of changes in the panel industry, even can see the economic situation has slowly rebounded, but the future panel makers in OA products to fill the TV panel profit loss situation ", a short period of time I will still continue.

Many panel factory finance staff privately joked, this LCD TV market, dual characteristics, basically have obvious box office poison and on the one hand, the next phase of TFT industry's survival and development needs to rely on the LCD TV this emerging market, on the other hand, the cost of the manufacturer is unable to match the price in the short term speed. In the production of LCD TV panel has the highest proportion of CMO, used in TV panel sales boom stage, soaring prices should do moderate demands increase, but the market apparently unmoved, still a month continued to decline, resulting in CMO second quarter operating performance is unsatisfactory.

In the future, if you want to use the past factory panel LCD panel business model, the profit opportunities in the economy that TV panel prices reverse, apparently, is likely to be bootmen, at least the early throes of apparently not too short. If the Strategic Collocation brands market layout, in accordance with the light condition slowly with the shipping boom Wang collocation footsteps, not to the impulse for the only goal, is the health insurance of gas path.