Panel prices in July have improved, and panel makers such as Innolux and AUO have performed well, but the legal entity believes that TV sales in the second quarter are worse than expected, and new supply capacity has been opened since the second half of the year. There will still be challenges.
It is estimated that this year TV brand manufacturers expect to restart the pull of goods under the large-size panel quotation, but despite the panel offer in July, 50, 55 月 increased by 2.5% and 0.7% respectively, but the legal person pointed out that the large-size TV panel is in The channel inventory is high, and the TV brand manufacturer's new machine stocking is over, facing the adjustment of the old model inventory, and the expected rate of continued decline in the second half of the year is expected to increase.
Analysts pointed out that since the third quarter of last year, the price of 50-inch TV panels has been revised downwards, down 10.7% in the quarter, and continued to fall by 13.7% in the fourth quarter. In the first quarter of this year, the decline was 14% and the second quarter was 17.5%.
The market originally expected to benefit from sports events to stimulate TV pull momentum in the second quarter. The decline in large-size TV panels will be slightly convergent, but as of June, the number of TV sales was worse than expected.