[CNMO News] According to TrendForce's research, affected by the epidemic lockdown and brand inventory adjustments, the shipment of laptop panels in April 2022 has become a new low since April 2020. Data shows that laptop panel shipments in April this year were 17.5 million pieces

[CNMO News] According to TrendForce's research, affected by the epidemic lockdown and brand inventory adjustments, the shipment of laptop panels in April 2022 has become a new low since April 2020. Data shows that laptop panel shipments in April this year were 17.5 million pieces, a year-on-year decrease of 21.5%.

The agency pointed out that there are two main reasons for this wave of data correction. On the one hand, affected by multiple instability factors, market terminal demand has slowed down and overall consumption capacity has slowed down. TrendForce Consulting and Observation brand sales of complete machines in the first quarter of this year were 55.6 million units, a year-on-year decrease of 4.5%.

On the other hand, the panel inventory level of brands remains high. In recent years, the market has shown strong demand for laptop terminals and shortage of panels, prompting brands to release a large number of orders to panels to grab scarce panel resources. Therefore, the panels purchased in large quantities in the past have been converted into large quantities of inventory, resulting in brands having to place large quantities of orders for laptop panels to adjust their inventory.

Global laptop panel shipments from 2018 to 2022

At the same time, TrendForce also estimates that the shipment of laptop panels in the second quarter will be 55.1 million pieces. After facing a correction in the second quarter, the agency believes that there are still two major risks in the second half of the year. First, panel inventory sales may continue until the third season. The second point is that the inventory level of brand-side complete machines is high. Therefore, TrendForce estimates that the shipment of laptop panels will be revised down to 240 million pieces in 2022, a year-on-year decrease of 14.9%.