IHS Markit: Price of liquid crystal face plate will glide
IHS Markit was forecasted a few days ago think, liquid crystal face plateMakeBusiness will begin to face a challenge once more from this quarter, the large-scale outspread aggravate that the reason is chinese mainland supply superfluous, give face plateThe priceBring greater pressure.
The marketResearcher warning says, because produce can superfluous, monitor of the mainland inside 3 years produces future can increase may drive indication industry to enter new low confuse condition.
The newest statistic of IHS Markit shows, to 2022, the mainland predicts to will open plants of 19 new face plate of large size TV, in making an appointment with 20 new plants to will be joined, small size smartphone displays screenProduction.
Beneficial of Xie Qin of IHS Markit senior director (David Hsieh) express: “Supply superfluous will become this year flatMakeThe biggest challenge that business faces. As a result of last year face plate of second half of the yearThe priceGlide, manufacturer of a few face plate had been experienced supply superfluous situation, be in Feburary or appeared in March deficit. “
Historical trade data makes clear, supply when face plate exceed requirement when 7% above, this industry enters a cycle of new be issued to lower levels, thank complement to say, markit data shows on the quarter is supplied exceed requirement 7.5% .
Xie Biao is shown, as a result of the mainlandInventorySuperfluous supply the price to bring pressure with face plate, face plate price will drop this month 3% to 5% . Go up quarter, face plate price falls every months 1% to 2% .
This company shows, face plate of 65 inches of TV will face the biggest loss, the new plant because of manufacturer of mainland face plate willProductionFace plate of more 65 inches of TV.
Wither point out, the price of face plate of 65 inches of TV falls by every 280 dollars to 250 dollars, this has been made under lowestCost290 dollars.
Markit expresses, beijing is Oriental (BOE) started first quarter 10.5Acting factory, can be every months existingThe marketIncrease the supply of face plate of 90 thousand 65 inches of TV.
Electric panda plans to begin later on this year inOperationTwo 8.6Acting factory.
The company shows, 65 inches of TV have a quantity to will grow considerably this year, the amount of 65 inches of TV will be added by 12 million of last year reach 20 million, amplitude is amounted to 67% .
In view of supply superfluous accentuation, manufacturer of liquid crystal face plate may lower the factory utilization rate of this quarter 5% , in order to alleviate price pressure.
Thank complement to say, a few companies may close second half of the year this year factory or be faced with consolidate the pressure of business.