Bottom rebound panel prices to meet the third quarter demand season

The original panel supply continued easing in the first quarter, but because of the southern Taiwan earthquake and panel factory process conversion is not straight and lead to capacity loss, in addition, the TV panel inventory to the situation is better than expected, for the panel industry boost confidence, so that the original state of a pile up in excess of requirement convergence. TrendForce's photoelectric Division WitsView the latest large size panel production report pointed out that the second season in the process and factors of seismic interference disappears, plus the panel price signs into the bottom reversal, the top six panel factory are accelerating the upgrading of supply capacity, compared with 1.5% panel pile up in excess of requirement since the first quarter of the second quarter to rise 5.5%, supply significantly over the first quarter loose.

WitsView said that Samsung display and Innolux to get rid of the first quarter production hit the haze, the second quarter full production, plus the LG display, AUO, BOE and Huaxing Power 8.5 generation line (Gen8.5) capacity gradually increased, the panel supply upgrade. However, due to the third quarter of the season is not the application of the upcoming season, the brand factory in anticipation of the psychological ahead of stocking, prompting the price bottomed out, some of the size of the rebound has been signs. In addition, the supply chain inventory panel after a quarter after adjustment, has been gradually restored to a healthy level, but also on the panel factory products will gradually lose profitable supply, make part of the supply of products is relatively limited, so the price trend to take the offensive.

WitsView pointed out that the third quarter benefited from the limited increase in production capacity, coupled with the peak season effect, the ratio is expected to significantly reduce the supply of up to 0.6%, the market supply and demand balance or even tighter. Part size panel will face production yield is limited or exclusion of worry, there will be returning to the organic two consecutive quarter price rebound trend, such as 43 inch and 55 inch TV, 23 inch panel (including) the following monitor panel.

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