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Company News >> China's LCD TV panel inventory demand is expected to gradually release 29th,March,2018
                                            According to the preliminary investigation of LCD TVs for LCD TVs in China during the National Day holiday of the 11th National Day this year, according to preliminary investigations by municipalities and securities firms, total sales of more than 5 million units during the promotion period were approximately in line with expectations. This will help reduce the level of TV inventory in mainland China. With the Lunar New Year and another wave of sales season, the market expects that as soon as the fourth quarter of this year begins, the demand for inventory in the mainland market for TV panels will be gradually released. Expected beneficiaries include Chi Mei Power, AUO, and TV backlight suppliers such as LED Epistar's Jingdian and Yuyuan.
        Fubon Securities pointed out that the mainland's sales during the Golden Week in October usually accounted for 20%-25% of the total sales of consumer electronics products in the mainland. The performance of the Golden Week not only has a significant impact on the company's full-year shipment growth, but also affects the need for restocking the Lunar New Year holiday, so it has attracted much attention.
        According to Japan’s Daiwa Securities’ observation, in order to promote the purchase of gas, the mainland’s 11th sales promotion began earlier this month from the end of September. In the old energy-saving subsidies, the retail price of 32-inch LED-backlit LCD TVs made by domestic brands dropped below 3,000 yuan. In order to clear CCFL (cold-cathode lamp) backlights, prices of 32-inch CCFL-backlit LCD TVs came More than 2,300 yuan.
        Due to the price drop, according to the survey, during the Golden Week of Mainland China this year, the total sales volume of LCD TVs reached more than 5 million units, which is in line with the market's original forecast of 500-5.5 million units, which is roughly in line with expectations. With the reduction in the level of TV inventory in mainland China, coupled with the lunar new year sales season, it is generally expected that the demand for TV panel inventory in mainland China will have the fastest opportunity in the middle of the fourth quarter of this year. Released gradually.
        Chi Mei Optoelectronics and AU Optronics are Taiwan-based panel suppliers with a higher market share in the mainland TV panel market. The legal person expects that the demand for mainland TV panel inventory will be released and the panel makers will benefit. It will also be larger with CMO and AUO.
        On the other hand, after the 11th Golden Week Promotion, the penetration rate of LED-backlit LCD TVs in the mainland market has also seen an increase and the size has expanded. At the same time, mainland brands are expected to expand their sales in order to face international brands in the LED-backlit TV market. More LED backlight models. It is expected that in the fourth quarter of this year, the mainland market will make up for TV panel inventory, and the proportion of LED-backlit TV panels will increase. This will help LCD TV and Yuyuan LED backlighting orders for LED epitaxial plants to warm up.

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