July 25, group intelligence consulting (Sigmaintell) forecast, July-August panel prices face continued downward pressure.
Separately, three quarter global LCD TV panel supply and demand ratio of 15.3% (area benchmark), each size supply and demand are showing a loose state, July panel prices are expected to continue to decline, but with the panel prices have fallen below the cash cost, is expected to narrow the price decline in August.
Among them, 32-inch is expected to July ~ August panel prices continue to fall 1 U.S. dollars; 43-inch demand has not yet significantly recovered, the supply increase makes competition more feverish, is expected to July prices fell 4 U.S. dollars, August prices will dip 2 U.S. dollars; 50-inch panel manufacturers to control production capacity, July panel prices fell 2 U.S. dollars, August will narrow to 1 U.S. dollars; 55-inch supply and demand continues to be loose, July panel 55-inch supply and demand continues to be loose, July panel prices fell 4 U.S. dollars, is expected to narrow to 2 U.S. dollars in August; large size, the international brand demand is low, is expected to maintain the price of the panel in July more than 10 U.S. dollars decline, August will be narrowed.
Then look at the Monitor panel, the agency believes that the second quarter terminal demand continues to be sluggish, shipment momentum weaker than the ring, brands and foundries because of inventory pressure, has significantly revised downward panel procurement demand. Into the third quarter, monitor panel production capacity to expand the margin, but the market is still in a state of supply exceeds demand, panel price competition is also becoming more intense, although some manufacturers under pressure on costs, but the trend of falling prices is difficult to control.
In addition, group intelligence consulting (Sigmaintell) predicts that in July-August 2022, the mainstream price of notebook IPS panels will continue to expand. Among them, low-end HD TN products close to the cost price, but the rate of decline is still difficult to narrow.14-inch TN LCM July-August drop to maintain 2 U.S. dollars; IPS FHD & FHD + products in July the average price drop of about 3 U.S. dollars, is expected to August the drop is basically flat; high refresh rate product prices, the July drop expanded to 2.5 ~ 3 U.S. dollars, is expected to August the price drop is flat.
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