According to industry sources, due to the backlog of supply chain inventory, the continued increase in the price of small and medium-sized TV panels may only last until June or July.
The price of small and medium-sized TV panels has been rising since March, as TV brand manufacturers have been increasing their inventory with reduced supply, coupled with lower end market prices, TV sales at the end of 2018 were better than expected.
In addition, Samsung Electronics originally planned to adjust one of the 8.5G LCD panel factory (L8-1-1) to the development and production of QD-OLED panels at the beginning of the second quarter of 2019, prompting TV brand manufacturers to gradually establish inventory. To cope with the shortage of related products.
Sources said that concerns about the shortage of related products will further boost the price of small and medium-sized TV panels in April and May. But this accumulation of stocks is unlikely to last too long, and then the price rebound will bottom out.
At the same time, there are reports that Samsung may delay the production of LCD monitors from the L8-1-1 production line from the original scheduled time in April to the end of July. This decision may affect the supply of TV panels in the third quarter.
In addition, the price of large-size TV panels in 2019 will continue to be under great pressure, as the output from Chinese manufacturers such as Huaxing Optoelectronics (CSOT), HKC, BOE, CEC Group and SuperVision International Technology (Guangzhou) Co., Ltd. keep growing.
Shangda Electronic COF Project Landed in Sichuan for the BOE OLED Project
On April 16, Shangda Electronic Soft and Hard Circuit Board and COF Production Base Project signed a contract in Suining, Sichuan, with a total investment of about 5.8 billion yuan, mainly for Chengdu, Chongqing and Mianyang BOE.
Shangda Electronics is one of the largest flexible circuit board suppliers in China and is expected to enter the top 5 of the global FPC industry in the next 5 years.
It is reported that the soft and hard circuit board of this investment is composed of flexible circuit board and rigid circuit board, which are combined by pressing process and other related processes to form a circuit board with FPC characteristics and PCB characteristics. Key technologies required for COF project OLED flexible display technology.
In addition, Shangda Electronics invested RMB 3.5 billion in the construction of COF project in Zhangzhou in 2017. The project has been built to fill the gap in the domestic independent design and manufacture of flexible packaging substrates for tape and reel drive ICs. Huawei, vivo, BOE, Tianma and many other domestic customers. They are closely watching their production.
The 6th generation flexible AMOLED production line project announced by BOE is located in Chengdu, Chongqing, Mianyang and Fuzhou. The Chengdu production line has been put into operation, and the Mianyang production line is expected to be put into operation this year. The Chongqing production line is under construction.