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>> This wave of LCD off-season is expected to be the longest in history 5th,March,2018
DisplaySearch Vice President Xie Qin Yi said yesterday that the global impact of the impact of a serious impact on the fourth quarter of LCD TV shipments may be lower than the third quarter, different from the previous trend, the annual shipments also revised down to 100 million to 102 million units, LCD TV sales next year may be lower than this year. The LCD TV industry, which has always maintained a high growth momentum, will see its first recession next year and will set the longest off season in the LCD industry.
Yesterday, some of Corning's furnaces were under repair. In addition, there may be plans to stop the furnace in the future, highlighting the serious impact on the supply chain. With the help of Huawei (2475), Sharp and LG Display, the U.S. government, on the grounds of antitrust, Out of fines, making the entire LCD stocks plummeted limit, which Chi Mei Optoelectronics (3009) for the first time below 10 yuan face value to 9.96 yuan for income, the group hit a limit of 20.3 yuan to close, facing the $ 20 level to defend war.
Taiwan DisplaySearch TV supply chain seminar held yesterday, for everyone concerned about the Christmas sales estimates, he believes that the third quarter and the fourth quarter of the global LCD TV shipments decreased by 500 million units, the original It is estimated that 105 million units should be shipped throughout the year, now revised at 100 million to 102 million units. This is due to the possible poor sales in the fourth quarter.
The company believes that the fourth quarter of this year's peak season sales may be several new phenomenon that the fourth quarter may be the first shipment in the third quarter below, the United States, in some electronic stores, or even do not To the crowd of people, that is, no one, even the first-line brand 32-inch LCD TV, on the eve of the peak dropped to 499 US dollars, buying is still not like the previous years.
In addition to this year's global LCD TV shipments down, the original estimate for the full year next year shipments of 1.31 million units, is now down to between 1.21 to 111 million units in the continuous decline in prices, coupled with the growth of shipments and not as expected Next year, LCD TV revenue may be lower than this year, it is the first time in history.
He pointed out that the current issue is not a price issue. In the past, the LCD industry was slashing prices on the panel. LCD TVs also cut prices, and demand was stimulated. Now, no matter how low the price, buying gas is less exuberant than usual. In other words, the current emphasis When is the demand back?
He predicts that by the end of the first quarter of next year, the global panel surplus will not improve. In the past, the longest period of overcapacity in the LCD industry was ten months and this time could be extended to 11 months or a year, setting a record LCD industry's longest off-season in the history.
However, he also believes that in fact we do not have to be so pessimistic. With the continuous reduction of production supply in the entire industry and the demand after several quarters of precipitation, it is expected that the panel will be out of stock by the second half of next year. At present, we are all over-reacting It's
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