The latest panel quotations were released in January, and as previously estimated by the market, they still showed a pattern of continued growth. According to the newly announced panel prices of TrendForce's Display Research Office in early January, the average price of 55-inch TV panels reached US$176, an increase of 2.3% from US$172 in late December; and the average price of 14-inch notebook computers It was 31.6 US dollars, an increase of 1.6%.
TrendForce Research Vice President Qiu Yubin recently stated that the NEG shutdown at the end of 2020 did not have much impact on panel makers’ supply in December 2020, and glass supply shortages may occur in February and March. Therefore, The rising trend of large-size panels may reach February, and prices in March and April are also expected to remain high-end.
However, due to recent strong panel demand and continued price increases, Samsung plans to continue to produce LCD panels until the end of 2021. Will it have any impact? In this regard, TrendForce's Display Research Office believes that this will not have a significant impact on the supply and demand of panels in the first quarter of 2021. The main reason is that it originally planned to supply nearly 1.8 million TV panels and 1.1 million displays in the first quarter of next year. Panels are supplied to the group’s brands, and related components are currently out of stock. Shipments are expected to be reduced to 1.5 million and 550,000, respectively, and the gap will not be filled until April next year.
The continued rise in panel prices, coupled with the strong housing economy and long-distance demand, made panel makers also optimistic about the first quarter's prosperity. AUO General Manager Ke Furen mentioned when he attended the medical technology exhibition a few days ago that the new normal life in the epidemic era will continue to drive long-distance business opportunities, housing economy and medical demand will continue to increase; in addition, 5G communication applications have gradually matured, and displays continue to be smart With the development of globalization, it is expected that the display will become the main interface for human-machine communication, so we are optimistic about the economy in the first half of this year.