According to Taiwan media Vantage Network, due to the rapid reversal of the panel market conditions, driving the IC industry continues to be under pressure, the stock price fell again this week, the day Yu due to this week’s ex-dividend, down by more than 10%, the rest such as Wing, Dun Tai, Rui Ding fell 6-9%.
Since July last year, the LCD panel industry into the downward cycle, prices continue to fall. By the end of last year, the LCD panel price decline narrowed, the first signs of stopping the decline. At that time, the industry expects that the second quarter of this year, LCD panel prices will gradually warm up.
But the epidemic sealing control, Russia-Ukraine war, inflation and other factors will LCD panel manufacturers hit by surprise. The first half of this year, the global consumer electronics market downturn, the terminal brand manufacturers inventory is high, so that the LCD panel market has been maintained in a state of oversupply, LCD panel prices continue to decline, the industry downward cycle to more than 12 months.
The driver IC maker Lian Wing pointed out that due to the impact of uncertainties in the global environment, coupled with transportation and other logistical factors, inventory pressure is high, and is expected to return to normal levels in about 2 quarters, so the third quarter revenue will be substantially revised.
At the same time, including Aptar, Tianyu and other manufacturers also gave conservative expectations for the second half of the year, prices, shipments are expected to show a decline, but also will reduce the amount of investment, the fastest expected fourth quarter revenue, gross margin is expected to stop stable.
