TV panel analysis:
Since March, the epidemic of the Coronavirus has spread rapidly in Europe and the United States, showing an outbreak. Sports events have been postponed, local blockades have gradually begun, and they have a huge impact on retail channels. Demand in European and American markets is expected to decline significantly. The production of panel factories is gradually returning to normal levels, and global demand is expected to continue to be sluggish in the second quarter. The pace of panel supply and demand will change rapidly. It is expected to remain stable in March, and panel prices will decline slightly in April.
32 ”: The price will remain stable in March, and is expected to decrease slightly by US $ 1 in April.
39.5 ": The price will be maintained in March, and it is expected to fall by 1 US dollar in April.
43 ”: It is expected to remain flat in March, and it is expected to fall by 1 US dollar in April.
50 ”: Prices are expected to remain in March and fall by $ 1 in April.
55 ”: The price is expected to remain at $ 111 in March, and is expected to fall by $ 1 in April.
65 ”: Prices are expected to remain stable in March and will fall by $ 2 in April.
75 ”: It is expected that prices will remain stable in March and will fall by 3 US dollars in April.
TV machine analysis:
The domestic offline channels gradually recovered in March, with more models on sale, and the average price was close to the normal level in January. It is expected that there will be a May 1 promotion warm-up in April, and the price of the whole machine may drop slightly.
Monitor panel analysis:
The Coronavirus epidemic has spread globally, and many European and American countries began to strengthen control measures in mid-late March. In March, the overall display terminal demand was not significantly affected. In addition to the previous shortage caused by the supply chain, the overall demand of the brand continued to increase. In addition, the European and American home office market brought short-term demand growth to some brands. Some panel companies on the supply side have not fully recovered, and the supply-demand relationship is structurally tight. Entering the second quarter, market demand is expected to decline overall, and some brands, mainly consumer markets, are the first to issue early warnings of reductions. With the panel supply capacity fully restored, the relationship between supply and demand has become loose. AVC Revo predicts that panel prices will rise in March and prices will remain flat in April.
21.5 ": The price of TN panels increased by 0.2 US dollars in March, and is expected to remain unchanged in April.
21.5 ": The price of IPS panels rose by $ 0.20 in March and is expected to remain flat in April.
23.6 ": The price of TN panels increased by 0.3 US dollars in March and is expected to remain unchanged in April.
23.8 ": The price rose by $ 0.3 in March and is expected to remain flat in April.
27 ”: Prices rose by $ 0.50 in March, and prices are expected to remain flat in April.
Analysis of the monitor mainland market:
The supply capacity of the complete machine factory is still in the recovery stage, the shortage of the brand has not improved, and the cost of raw materials and the entire machine is still higher than normal. It is expected that the prices of some complete machines will continue to increase slightly in April.