Dell's Q3 panel purchases drop by 50%!

Dell Q3 panel purchase volume drops by 50%! BOE, LGD, AUO, Innolux, TCL Huaxing and other manufacturers are affected.

After Samsung previously announced that it would suspend panel sales before the end of July, the market has reported that Dell (Dell), a major brand manufacturer, has also recently issued an emergency notification of panels. Factory, starting from July, the demand for monitors and laptop panels will be reduced by up to 50% in the third quarter. The affected manufacturers include major panel manufacturers in Japan, South Korea, Taiwan and China, which will further change the market situation of the panel industry in the second half of the year. Drop a shock bomb.

According to reports from the market supply chain, Dell has recently notified panel manufacturers urgently that demand for monitor and notebook panel shipments will be reduced by 50% in the third quarter starting from July. The magnitude of the reduction is quite large. , the supply chain pointed out that regardless of the previously signed supply and quantity guarantee agreement, in order to control financial inventory and avoid losses from inventory depreciation, shipments in the third quarter were directly reduced. It is understood that this is mainly due to the current high inventory level and weak downstream demand.

Dell will cut orders for monitors and notebook panels in the third quarter. The main affected panel manufacturers are all over Japan, South Korea, Taiwan and China, including BOE (BOE ), LGD, AU Optronics (2409 ), Innolux (3481), CSOT ( China Star Optoelectronics ), sharp ( Sharp ), the impact is quite wide.

Industry analysts also pointed out that the price pressure of information electronic panels also continues. Dell urgently notified panel manufacturers that the demand for LCD monitors (Monitor) and laptop panels will be reduced by 50% in the third quarter from July. Dell ranks first in laptop panel purchases Judging from the fact that Dell ranks third in the world in terms of brand factory and ranks first in the world in terms of monitor panel procurement volume in this field, Dell’s move to significantly reduce procurement volume in the third quarter mainly affects a lot of panel manufacturers. The impact is wide-ranging and will also have an impact on panels in the second half of the year. Whether market conditions will stabilize is another variable.