Demand in the final product market, such as televisions and personal computers, has reduced the price movements of large LCD panels.
In December 2010, the price of large-size LCD panels, the notebook computer panel area from the ring unchanged (no price changes) state rose by 1%, the monitor panel area is flat and "quiet" state continues. On the other hand, panels with CCFL (cold-cathode tube) backlights and panels equipped with LED backlights fell by 2 to 3 percentage points in the television panel area. From this we can see that the price of TV panels has been falling for seven months from May 2010, except for some months.
The price negotiation situation in early January 2011 generally started with panel makers showing slightly less quotient (= flat compared to the previous quarter). On the other hand, we have not seen the positive attitude of panel makers facing the new year in the end of 2010 and the beginning of the year. This is because under the influence of the current sluggish market demand, the panel makers’ buying enthusiasm for panel also gradually declines. At the same time, many people are beginning to worry that the end of the government's "buggy purchase stimulus budget" will lead to cooling demand in the TV market. In addition, in the IT (information and communications) field, plans for PCs equipped with new CPUs and new platforms to be available after the second quarter of 2011 are likely to be suspended, and it is also possible to start production adjustments and inventory of existing products. Adjustments, etc.
Although the price of many notebook computer panels is still changing below the cash cost (=the cost of materials + direct expenses plus the total labor and overhead costs of the production process), some panel makers still had panel inventory by the end of 2010. Increased. Therefore, panel makers once again reduced the operating rate of the production line and made every effort to prevent prices from continuing to decline. This trend is highly likely to continue in the first quarter of 2011, when demand is weak. In addition, in January 2011 from 6 to 9, organized by "International CES" published on many tablet terminal, a new market for the rise in demand for commodities also have great expectations, but most of the whole production and supply in the first After the second quarter, it is still far from being able to hydrolyze the thirst for the current sluggish demand.
For TV panels, the prices of 32-inch and other mainstream-size panels are gradually approaching the cash cost of Taiwanese panel makers. In addition to the low demand, the need to amortize the next-generation production line, so it is difficult to reduce the operating rate will continue. Although the status of each panel maker is different, as long as there is no explicit final market demand recovery indicator, the price will continue to decline until it reaches the point of difference between profit and loss (= cash cost + amortization cost).
In many cases, the display panel can use the same production line as the TV panel, and it is difficult to reduce the production capacity by adjusting the operating rate. Therefore, it is easily influenced by the supply and demand of the mainstream size in the panel for the television (a part of the panel for the display can also be applied to a low-priced compact television). Since the current price change of display panels is closely related to the level of cash cost, the “price drop space†in this area is already very small. However, under the backdrop of weak demand for TV panels and declining demand for displays centered on China, many well-known OEMs have also made downward adjustments to their supply plans. The market has already seen a strong “decline†trend.
The price forecast perspective for January 2011 is: Considering the current sluggish market demand and the background of various markets, it can be expected that it is still in a downward trend. In other words, the TV panel will continue to be in a downward trend (but because the price is close to the cash cost, so the decline rate has a tendency to shrink), IT panel will fluctuate slightly. However, it is very likely that there will be a temporary slight drop in the display panel.
In general, in the first quarter of 2011, both panel makers and OEMs may need to continue to implement "patience strategies." It is hoped that after the second quarter, with the increase in seasonal demand and the formation of a sense of bottoming out prices, the supply of panels will gradually increase, and the trading market will be able to weigh on the new demand for new PC-centric products. The current situation is active.
In addition, regarding the overall trend of large LCD panel prices in 2011, the author will present his opinions based on the latest information on the 20th Display Search Forum held on January 26-27.
In December 2010, the price of large-size LCD panels, the notebook computer panel area from the ring unchanged (no price changes) state rose by 1%, the monitor panel area is flat and "quiet" state continues. On the other hand, panels with CCFL (cold-cathode tube) backlights and panels equipped with LED backlights fell by 2 to 3 percentage points in the television panel area. From this we can see that the price of TV panels has been falling for seven months from May 2010, except for some months.
The price negotiation situation in early January 2011 generally started with panel makers showing slightly less quotient (= flat compared to the previous quarter). On the other hand, we have not seen the positive attitude of panel makers facing the new year in the end of 2010 and the beginning of the year. This is because under the influence of the current sluggish market demand, the panel makers’ buying enthusiasm for panel also gradually declines. At the same time, many people are beginning to worry that the end of the government's "buggy purchase stimulus budget" will lead to cooling demand in the TV market. In addition, in the IT (information and communications) field, plans for PCs equipped with new CPUs and new platforms to be available after the second quarter of 2011 are likely to be suspended, and it is also possible to start production adjustments and inventory of existing products. Adjustments, etc.
Although the price of many notebook computer panels is still changing below the cash cost (=the cost of materials + direct expenses plus the total labor and overhead costs of the production process), some panel makers still had panel inventory by the end of 2010. Increased. Therefore, panel makers once again reduced the operating rate of the production line and made every effort to prevent prices from continuing to decline. This trend is highly likely to continue in the first quarter of 2011, when demand is weak. In addition, in January 2011 from 6 to 9, organized by "International CES" published on many tablet terminal, a new market for the rise in demand for commodities also have great expectations, but most of the whole production and supply in the first After the second quarter, it is still far from being able to hydrolyze the thirst for the current sluggish demand.
For TV panels, the prices of 32-inch and other mainstream-size panels are gradually approaching the cash cost of Taiwanese panel makers. In addition to the low demand, the need to amortize the next-generation production line, so it is difficult to reduce the operating rate will continue. Although the status of each panel maker is different, as long as there is no explicit final market demand recovery indicator, the price will continue to decline until it reaches the point of difference between profit and loss (= cash cost + amortization cost).
In many cases, the display panel can use the same production line as the TV panel, and it is difficult to reduce the production capacity by adjusting the operating rate. Therefore, it is easily influenced by the supply and demand of the mainstream size in the panel for the television (a part of the panel for the display can also be applied to a low-priced compact television). Since the current price change of display panels is closely related to the level of cash cost, the “price drop space†in this area is already very small. However, under the backdrop of weak demand for TV panels and declining demand for displays centered on China, many well-known OEMs have also made downward adjustments to their supply plans. The market has already seen a strong “decline†trend.
The price forecast perspective for January 2011 is: Considering the current sluggish market demand and the background of various markets, it can be expected that it is still in a downward trend. In other words, the TV panel will continue to be in a downward trend (but because the price is close to the cash cost, so the decline rate has a tendency to shrink), IT panel will fluctuate slightly. However, it is very likely that there will be a temporary slight drop in the display panel.
In general, in the first quarter of 2011, both panel makers and OEMs may need to continue to implement "patience strategies." It is hoped that after the second quarter, with the increase in seasonal demand and the formation of a sense of bottoming out prices, the supply of panels will gradually increase, and the trading market will be able to weigh on the new demand for new PC-centric products. The current situation is active.
In addition, regarding the overall trend of large LCD panel prices in 2011, the author will present his opinions based on the latest information on the 20th Display Search Forum held on January 26-27.
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