On September 8, according to the Nikkei news report, according to the August prices agreed by Chinese and Korean panel manufacturers and TV manufacturers, the issue price of the benchmark 32-inch Open cell dropped by 15% compared with July to about US$75/piece, which has been continuous. two months down. The 55-inch model was not immune, falling 8% from July to $210/piece, the first drop in 15 months.
Previously, the market expected the price of large-size LCD TV panels above 55 inches to fall in the past two months. The senior research director of market research agency Omdia believes that LCD panel prices have fallen more than expected. This means that in future price discussions with panel makers, TV makers will gain greater "right to speak".
It is understood that LCD panels for TVs fell further in August, which may be related to the epidemic. Under the influence of the epidemic, activities such as console games, sports events, and family movie watching have become the daily life of families, and consumers' demand for TVs has also risen sharply. To this end, TV panel prices have also risen for some time. Today, with the gradual easing of the epidemic, the demand for LCD TVs has decreased, and the phenomenon of overcapacity of LCD panels has gradually emerged.
In addition, due to rising transportation costs, insufficient freight efficiency, and unsmooth supply chains, TV products cannot be delivered to terminal channels in a timely manner, and TV manufacturers are unwilling to accumulate panel inventories and choose to reduce the number of panel purchases, which further leads to a drop in LCD panel prices.
In response to the sharp drop in the price of LCD panels for TVs, panel manufacturers not only promised TV manufacturers to cut prices, but also offered a certain degree of discount to ensure long-term contracts with TV manufacturers and a certain amount of panel purchases. However, such an approach may still be difficult to control the decline in LCD TV panel prices.
Japanese brokerages pointed out that the price of LCD TV panels will continue to decline, at least until the end of the year. As panel prices drop, prices for LCD TVs may also be affected. However, the quotation of mainstream TV LCD panels may not be lower than the cost line of panel manufacturers. Even if the price of LCD panels falls sharply, panel manufacturers can still obtain certain profits.
At present, Korean panel makers are withdrawing from the supply of TV LCD panels, and China has gradually become the main country in the global LCD panel supply. Although the mainstream of TV panels is gradually changing to OLED and Mini LED, it may not be necessary to seize the market of LCD panels, but it may be helpful for the phenomenon of "price bargaining" among manufacturers, and it can also guarantee the price of LCD panels. will fall too far.
In the future, after the price reduction of LCD TV panels, the price of LCD TVs will further drop. Compared with OLED and Mini LED TVs of the same size, LCD TVs still have an advantage in price, and users can buy them for less money. Larger LCD TVs.