LCD TV panel supply shortage, Samsung in the closed production line-Samsung, monitor-IT information
2015 for LCD panel makers is not easy, the number of enterprises caused by Cliff-drop in Panel prices and business performance plunge. Fortunately, the LCD Panel prices began to pick up in the second quarter this year.
Consulting Group survey data shows, with the arrival of August demand season, LCD TV panel market shortage worsens, Panel prices accelerated upward trend.
Reporter for the daily news noted that in stock at the same time, panel makers are closing production lines . Recently, Korea Samsung announced that it would close G7 production line by the end of this year, the line accounted for 4% of the world's large size panel capacity, is the largest factories closed in panel manufacturing history, which will lead to 2017 large size panel capacity only small increases 1%, 5%~6% can't keep up with demand growth. In the case of Panel prices continue to rise, 2016 panel makers performance is expected to be out of the last year's situation.
A slightly cautious, an analyst told reporters that "Panel prices in the second quarter and third quarter of this year may have a rebound, but it's hard to rally momentum, keeps ' see ' State. ”
Group wisdom Advisory data displayed, mainstream of 32 inches Panel ASP in July sharply rose has 5.5 dollars, August supply still shortage, Panel factory in profit of drive Xia, promoted 32 inches Panel price continued rose, is expected to rose range for 7 dollars, gains has expanded; by needs increased and the 40 inches supply reduced expected of effect, is expected to August 40 inches and 43 inches Panel price will accelerated rose, gains about for 10 dollars.
Guangfa securities analysis, so far this year, while Taiwan Panel production adversely affected by the earthquake; the other hand Samsung try using a thin glass instead of the original use of thick glass, Innolux added curved surface Board production, resulting in decreased yield and tight Panel supplies in the first half .
Wang Jian Wei, an analyst at Northeast securities said in a research report, the panels there is inevitable tension between supply and demand factors, "on the one hand small and medium size LCD Panel technology OLED upgrade; the other end products of large size, high resolution, Incell high specifications Panel penetration rate continues to rise, TFT substrate Panel downward trend in the number of outputs. ”
Due to the rise of panel industry in China and Japan-South Korea Panel faces strong competition, in partial dimensions panel is gradually pulled out, tight Panel supplies exacerbated this situation. Sharp 32-inch panels 8 line shut down at the end of last year, Panasonic Himeji 8.5-generation line in August of this year is expected to be discontinued, Samsung L7-1 for the TV panel production lines will be closed at the end of the switch to small and medium size OLED.
At present, Panel prices continue to rise for Panel dawn brings performance, the sustainability of good? CICC expected 2016 Panel prices are expected to rally in the second half, the Panel will enter the recovery phases of the cycle, and will last until 2017, rather than a seasonal rally.
Huatai securities investigation when the TCL group, asked the Panel how much price increases performance of elastic, TCL group reply said, "If the case of 32-inch, 1.6 million/month production count, you can follow the performance elastic multiplied by the measured increases in shipments. ”
LCD Panel prices are different from panel makers, manufacturers and raw materials of the competition policy will face adjustment. Earlier, a TV industry source told the daily news reporters, since April this year, on the understanding that the Panel after the price increase, worried that damage is too big, does not follow a price war.
液晶电视面板供应紧缺，
三星却在关闭生产线 -
三星,显示器 - IT资讯
2015年对于液晶面板厂商而言并不轻松，多家企业因面板价格的断崖式下跌而致经营业绩骤降。好在，液晶面板价格在今年二季度开始回升。
群智咨询调查数据显示，随着8月份需求旺季的到来，液晶电视面板市场缺货愈加严重，面板价格呈现加速上涨趋势。
《每日经济新闻》记者注意到，在缺货的同时，面板厂商却在关闭生产线。近日，韩国三星宣布将在今年底关闭G7生产线，该条生产线占全球大尺寸面板产能的4%，是面板制造史上关闭的最大规模工厂，这将导致2017年大尺寸面板产能仅小增1%，跟不上需求成长的5%~6%。而在面板价格持续上扬的情况下，2016年面板厂商业绩有望摆脱去年的颓势。
一位分析师略显谨慎地告诉记者，“今年二季度和三季度面板价格可能有一定反弹，但很难有持续反弹的动力，基本维持‘看平’的状态。”
群智咨询数据显示，主流的32英寸面板均价在7月份大幅上涨了5.5美元，8月份供应依然紧缺，面板厂在获利的驱动下，推动32英寸面板价格持续上涨，预计上涨幅度为7美元，涨幅有所扩大；受需求增加及40英寸供应减少预期的影响，预计8月40英寸和43英寸面板价格将加速上涨，涨幅约为10美元。
广发证券分析认为，今年以来，一方面台湾面板厂的生产受到地震的不利影响；另一方面三星尝试使用薄玻璃替代原来使用的厚玻璃、群创增加曲面面板生产，导致良率下降，因此上半年面板的供应偏紧。
东北证券分析师王建伟在研报中表示，面板供需关系紧张也存在必然因素，“一方面中小尺寸面板技术从LCD向OLED升级；另一方面终端产品中大尺寸、高分辨率、Incell等高规格面板渗透率持续上升，面板厂单位基板产出面板数量呈下滑态势。”
由于中国面板企业的崛起，日韩面板企业面临强势竞争，在部分尺寸面板上更是逐渐在退出，这更加剧面板供应紧张情况。夏普生产32英寸面板的8代线于去年年底停产，松下姬路8.5代线预计今年8月将停产，三星用于做电视面板的L7-1产线也将于年底关闭转做中小尺寸OLED。
目前，面板价格持续上扬的情况为面板企业带来了业绩曙光，这一利好能否持续？中金公司预计，面板价格2016下半年有望持续反弹，此次面板周期将进入复苏阶段，并将延续至2017年，而非季节性反弹。
华泰证券在调研TCL集团时，询问面板价格上涨带来的业绩弹性有多大，TCL集团回复称，“如果以32英寸为例，按160万片/月的产量来算，可以按照出货量乘以上涨幅度来算业绩弹性。”
面对液晶面板价格上涨，不同于面板厂商的是，下游整机厂商的竞争策略恐将面临调整。此前，一位彩电行业人士向《每日经济新闻》记者透露，今年4月以来，在了解到面板价格上涨之后，担心由此受损太大，并未继续跟进价格战。