lcd panel demand quotation

Liquid crystal display (LCD) is a flat panel display that uses the light modulating properties of liquid crystals. Liquid crystals do not produce light directly, instead using a backlight or reflector to produce images in colour or monochrome.

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According to TrendForce"s latest panel price report, TV panel pricing is expected to arrest its fall in October after five consecutive quarters of decline and the prices of certain panel sizes may even be poised to move up. The price decline of IT panels, whether notebook panels or LCD monitor panels, has also begun showing signs of easing and overall pricing of large-size panels is developing towards bottoming out.

TrendForce indicates, with panel makers actively implementing production reduction plans, TV inventories have also experienced a period of adjustment, with pressure gradually being alleviated. At the same time, the arrival of peak sales season at year’s end has also boosted demand marginally. In particular, Chinese brands are still holding out hope for Double Eleven (Singles’ Day) Shopping Festival promotions and have begun to increase their stocking momentum in turn. Under the influence of strictly controlled utilization rate and marginally stronger demand, TV panel pricing, which are approaching the limit of material costs, is expected to halt its decline in October. Prices of panels below 75 inches (inclusive) are expected to cease their declines. The strength of demand for 32-inch products is the most obvious and prices are expected to increase by US$1. As for other sizes, it is currently understood that PO (Purchase Order) quotations given by panel manufacturers in October have are all increased by US$3~5. Currently China"s Golden Week holiday is ongoing but, after the holiday, panel manufacturers and brands are expected to wrestle with pricing. Based on prices stabilizing, whether pricing can actually be increased still depends on the intensity of demand generated by branded manufacturers for different sized products.

TrendForce observes that current demand for monitor panels is weak, and brands are poorly motivated to stock goods. At the same time, the implementation of production cuts by panel manufacturers has played a role and room for price negotiation has gradually narrowed. At present, the decline in panel pricing has slowed. Prices of small-size TN panels below 21.5 inches (inclusive) are expected to cease declining in October due to reduced supply and flat demand. As for mainstream sizes such as 23.8 and 27-inch, price declines are expected to be within US$1.5. The current demand for notebook panels is also weak and customers must still face high inventory issues and are relatively unwilling to buy panels. Panel makers are also trying to slow the decline in panel prices through their implementation of production reduction plans. Declining panel prices are currently expected to continue abating in October. Pricing for 14-inch and 15.6-inch HD TN panels are expected to drop by US$0.2~0.3, falling from a 1.8% drop in September to 0.7%, while pricing for 14-inch and 15.6-inch FHD IPS panels are expected to fall by US$1~1.2, falling from a 3.4% drop in September to 2.4%.

Compared with past instances when TV panels drove a supply/demand reversal through a sharp increase in demand and spiking prices, this current period of lagging TV panel pricing has been halted and reversed through active control of utilization rates by panel manufacturers and a slight increase in demand momentum. The basis for this break in decline and subsequent price increase is relatively weak. Therefore, in order to maintain the strength of this price backstop and eventual escalation and move towards a healthier supply/demand situation, panel manufacturers must continue to strictly and prudently control the utilization rate of TV production lines, in addition to observing whether sales performance from the forthcoming Chinese festivals beat expectations, allowing stocking momentum to continue, and laying a solid foundation for TV panels to completely escape sluggish market conditions.

The price of IT panels has also adhered to the effect of production reduction and the magnitude of its price drops has gradually eased. TrendForce believes, since the capacity for supplying IT panels is still expanding into the future, it is difficult to see declines in mainstream panel prices halt completely when demand remains weak. Even if new production capacity from Chinese panel factories is gradually completed starting from 2023, price competition in the IT panel market will intensify once products are verified by branded clients, so potential downward pressure in pricing still exists.

Recently, it was announced that the 32-inch and 43-inch panels fell by approximately USD 5 ~ USD 6 in early June, 55-inch panels fell by approximately USD 7, and 65-inch and 75-inch panels are also facing overcapacity pressure, down from USD 12 to USD 14. In order to alleviate pressure caused by price decline and inventory, panel makers are successively planning to initiate more significant production control in 3Q22. According to TrendForce’s latest research, overall LCD TV panel production capacity in 3Q22 will be reduced by 12% compared with the original planning.

As Chinese panel makers account for nearly 66% of TV panel shipments, BOE, CSOT, and HKC are industry leaders. When there is an imbalance in supply and demand, a focus on strategic direction is prioritised. According to TrendForce, TV panel production capacity of the three aforementioned companies in 3Q22 is expected to decrease by 15.8% compared with their original planning, and 2% compared with 2Q22. Taiwanese manufacturers account for nearly 20% of TV panel shipments so, under pressure from falling prices, allocation of production capacity is subject to dynamic adjustment. On the other hand, Korean factories have gradually shifted their focus to high-end products such as OLED, QDOLED, and QLED, and are backed by their own brands. However, in the face of continuing price drops, they too must maintain operations amenable to flexible production capacity adjustments.

TrendForce indicates, that in order to reflect real demand, Chinese panel makers have successively reduced production capacity. However, facing a situation in which terminal demand has not improved, it may be difficult to reverse the decline of panel pricing in June. However, as TV sizes below 55 inches (inclusive) have fallen below their cash cost in May (which is seen as the last line of defense for panel makers) and are even flirting with the cost of materials, coupled with production capacity reduction from panel makers, the price of TV panels has a chance to bottom out at the end of June and be flat in July. However, demand for large sizes above 65 inches (inclusive) originates primarily from Korean brands. Due to weak terminal demand, TV brands revising their shipment targets for this year downward, and purchase volume in 3Q22 being significantly cut down, it is difficult to see a bottom for large-size panel pricing. TrendForce expects that, optimistically, this price decline may begin to dissipate month by month starting in June but supply has yet to reach equilibrium, so the price of large sizes above 65 inches (inclusive) will continue to decline in 3Q22.

TrendForce states, as panel makers plan to reduce production significantly, the price of TV panels below 55 inches (inclusive) is expected to remain flat in 3Q22. However, panel manufacturers cutting production in the traditional peak season also means that a disappointing 2H22 peak season is a foregone conclusion and it will not be easy for panel prices to reverse. However, it cannot be ruled out, as operating pressure grows, the number and scale of manufacturers participating in production reduction will expand further and its timeframe extended, enacting more effective suppression on the supply side, so as to accumulate greater momentum for a rebound in TV panel quotations.

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SEOUL (Reuters) - South Korean flat screen maker LG Display Co Ltdreported a strong first-quarter net profit, after a loss a year ago, as a booming market for thinner, sleeker TVs boosted panel demand amid tight supplies.

LG Display, the world"s No. 2 maker of large-sized liquid crystal displays (LCDs), earned 717 billion won ($735.1 million) in January-March net profit against a 169 billion won loss a year earlier and a 760 billion won net profit in the previous quarter.

Earnings are set to increase further in the second and third quarters, with sales of LCD TVs to replace bulky tubes seen picking up ahead of the Beijing Olympics in August.

TOKYO (Reuters) - Japanese tech conglomerate Sharp Corpreported a 5.5 percent rise in quarterly operating profit to a record high, as rivals delayed opening new plants, slowing price declines for the big LCD panels it specializes in.An employee of Sofmap Co Ltd dusts Sharp Corp"s televisions in Tokyo February 1, 2008. Sharp Corp reported 5.5 percent growth in quarterly operating profit, in line with market expectations on solid performance of its flat panel operations. REUTERS/Toru Hanai

That more than offset steep TV price falls for Sharp -- the world"s third-largest LCD TV maker behind Samsung Electronics Co Ltdand Sony Corp-- and higher silicon raw material prices that hurt profits at its solar cell unit.

Sharp is building the world’s largest LCD panel factory in western Japan to boost efficiency and better weather falling prices that have prompted others to delay new production.

Sharp said in December it would supply Toshiba Corpwith LCD panels, securing a stable and major buyer. In turn, Sharp will buy microchips from Toshiba for use in its TVs.

Japanese consumer electronics maker Funai Electric Co Ltd, which was hit by a shortage of LCD panels last year, told Reuters in December it might also buy panels from Sharp.

South Korean flat-screen maker LG Display Co Ltd posted its second consecutive quarterly loss and cut its investment budget, as soaring inflation and a gloomy economic outlook dealt a further blow to demand for TVs and smartphones. The Apple Inc supplier posted an operating loss of 759 billion won ($532.31 million) for the September quarter, compared to a profit of 529 billion won a year earlier. Revenue fell 6% to 6.8 trillion won, LG Display said in a regulatory filing.