WitsView latest panel quote out, due to the spread of covid-19 in Europe and the United States, work from home, online teaching and other demand continues, LCD factory production has returned to normal, IT panel in the short term supply and demand balance, IT panel price is expected to be flat in April.
From the supply side, qiu yubin said that in April panel production has mostly returned to normal, pen, monitor, tablet computer IT panel, because of the work from home, online teaching and other demand support, the recent downstream system factory after orders, some brands in order to grab this wave of business opportunities to produce and ship, even at the cost of air panel.Prices were flat in April due to tight supply of IT panels, but this wave of demand is likely to be short-term and IT remains to be seen how demand will change in May and June.
On the monitor panel, the average price is about $76.9 for a 27-inch panel and $54.5 for a 23.6 inch panel.For laptop panels, the average price is about $40 for a 17.3-inch panel, $25.4 for a 14-inch panel and $24.50 for an 11.6-inch panel.
International brands in the second quarter next repair panel purchase order about 10% ~ 15%, so that the panel supply and demand reversal, TV panel after two months of continuous rise, April reversal fell, an estimated average decline of about 3%.But IT panel demand is relatively supported, the April price is flat.
April 2020 panel price forecast. PNG
Mid-march outbreak began in Europe and the rapid spread, many areas have declared closed management, in addition to sales positions closed, many TV assembly plant and therefore to cease, and reduce output, now see Malaysia, Slovakia and Hungary, Egypt TV plant shut down, the next Vietnam and Mexico may also be affected.Whether the consumption is reduced or the factory stops production, it will affect the panel purchase. It is estimated that the second-quarter international brand panel purchase order will be revised by about 10% ~ 15%.
From the supply side, qiu yubin said that in April panel production has mostly returned to normal, increased supply but reduced demand, so that the April TV panel prices fell.However, in the second quarter, Chinese brands are likely to make a comeback. Next, there is a promotion to prepare for the 618, and there is the topic of samsung's full shutdown of LCD panel plants in the second half of the year, so panel prices will not collapse in the second quarter.
WitsView estimates that TV panel prices fell an average of about 3 percent in April.By size, the biggest pressure was on 75-inch panels, which fell about $5 in early April, and 65-inch panels, which fell about $1 to $3.The price of small and medium-sized TV panels has also eased, with the 32-inch panels estimated to be down $1 to an average of about $37 in early April and the 55-inch panels down $1 to an average of about $111.