According to the latest TV panel price vane report released by Sigmaintell, due to the new coronavirus epidemic, the shortage of upstream materials, panel manufacturers' actual output in February was greatly affected.
On the demand side, despite the bleak performance of the domestic retail market, the main brands have not reduced the demand for panel stocking, which has increased the short-term panel supply tension.
In addition, panel makers are eager for a rapid price recovery and improved profitability, driving prices to rise sharply in February.
With the gradual recovery of panel supply capacity, Sigmaintell expects that the price increase of mainstream sizes will narrow slightly in March.
This year, due to the impact of the new coronavirus pneumonia epidemic, global LCD panel production capacity has decreased.
In the case of the continuous increase in demand for 4K ultra-high-definition large-size panels in sports events in the year, the demand for panel procurement continues to be strong, and the limited production capacity has exacerbated the tight supply and demand in the panel industry, which has led to a wave of rise in the panel industry.
In addition to the short-term rise in panel prices, the display panel industry is undergoing major changes. With the exit of production capacity of Korean manufacturers, Chinese LCD panel manufacturers will usher in new opportunities.
For BOE, Shenzhen China Star Optoelectronics Technology (CSOT) and other related companies, adjusting their strategies and investing in the market may win more shares.
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