Panel Trend In October 2021.

throughout the 3rd quarter season. the Supply and Demand environment of the global TV panel market has undergone significant changes, and panel prices have entered a downward channel.

On the demand side, many factors influence Brand TV manufacturers to continue to implement conservative procurement strategies:

① The growth momentum of terminal demand is limited;

② Logistics costs and efficiency affect the increase in channel inventory levels;

③ Operating pressure continues to affect brand demand.

On the supply side, panel makers are actively adjusting production capacity through "large size" and "controlling production and reducing investment", but the degree of supply adjustment is weaker than the rate of change in demand. September is the end of the quarter, and the pressure on panel shipments has further increased. According to Sigmaintell's research data, LCD TV panel prices have maintained a sharp decline in September; it is expected that the peak season for China’s "Double 11" sales promotion and stocking in October will stimulate Part of the demand is released, and the price decline of small size is expected to be narrowed, while the large size still maintains a large decline. The dimensions are as follows:

1. 32", the price dropped by more than 10 dollars in September, and it is expected to drop by 10 dollars in October.

2. 39.5"~43", oversupply, the price dropped by nearly 20 dollars in September, and it is expected that the decline in October is expected to narrow, down by 10 dollars.

3. 50", the price made-up the fall in September, a drop of 25 US dollars,

and it is expected to maintain a large drop of 20 US dollars in October.

4. 55", the brand stocking strategy is conservative, the price dropped by 20 dollars in September, and it is expected to maintain a large decline of 20 dollars in October

5. In terms of large size 65”75”,

the overseas peak season stocking is coming to an end, and the demand for panel stocking has weakened. It is expected that September to October will see a large decline of 20 dollars in October.