In June, large size LCD panel prices will continue to decline LED backlight panel prices will stop

After entering the off-season demand, large-size LCD panel prices continued to decline, while the TV panel based, due to the Department of optical systems and other supplies in a tight state and the price trend. In May, the final price, notebook PC panel prices fell 1~2 U.S. dollars, display panel with a decline of $1~4. In the 37 inches below the TV panel, CCFL (cold cathode tube) back light panel prices fell 0~5 U.S. dollars, LED backlight panel was up $3. In more than 40 TV panel, CCFL backlight panel prices fell 0~5 U.S. dollars, while the LED backlight panel was up $0~5.

Figure 1:IT LCD panel prices (since June predicted) source: DisplaySearch, "the report of large size LCDPDP monthly price survey"

Figure 2:32 inch TV LCD panel prices (since June predicted) source: DisplaySearch, "the report of large size LCDPDP monthly price survey"

China's TV needs as of the end of the 5.1 section of the war has come to an end, the actual supply of Chinese assembly manufacturers lower than the original plan to develop confidence. Therefore, in order to Taiwan panel manufacturers as the center, in order to sell the 32 inches of the CCFL backlight panel and other inventory adjustments have taken measures to reduce prices. As a result, increase the overall price of the panel price pressure.

In this regard, in the developed countries as the center of the main LED backlight panel supply tight situation, the South Korean panel makers are tough price negotiations.

Due to the popularity of the edge light-emitting LED backlight mode, the demand for direct propylene backlight in the direct CCFL backlight mode is not required. High efficiency white LED and diffuser plates and other optical systems demand also increased. In addition, there are still difficult to supply already tight supply driven IC, and LED backlight yield improvement lag, is expected to present the LED backlight panel to TV panel prices will continue to rise as the center, in a stopped state. In addition, have become a hot product "iPad" with the effect of panel production surged, the major panel makers responsible for manufacturing intends to re adjust the size of the floor after the fifth generation panel production planning. "In the notebook computer panel and display panel part, already beginning to influence.

On the future price trend is expected in June will be the same as last month, continue to be in a state of slow decline. The reason is that the slowdown in the demand for the panel at the same time, some of the panels and the Department is still in a tight state of supply, it is estimated that there will not be a sharp price decline. After that, in July, for the end of the Chinese national day from the beginning of the end of the world trade panel purchases will be fully started, so prices will rebound, and began to rise in August. The upward trend is expected to continue until the end of the year November with the end of the panel demand.

However, there are many variables. For example, manufacturer with a strong market in Europe because of the depreciation of the euro and adjust the delivery schedule, due to Chinese ODM (OriginalDesignManufacturer) and the Department of materials and assembly wages have brought manufacturing costs, as well as the Korean Peninsula political risk. The author will pay special attention to the price level of the end of the year of the business war. The reason is that the end of the year to set the price of the TV business TV sets and the same as in 2009, will affect the price decline in the premise of the assembly supplier's supply plan, it may be difficult to boost demand.

First of all, we will continue to pay attention to the gap between the panel procurement plan and the actual supply of the end of the year