Due to factors such as the impact of the Russian-Ukrainian war, global inflation and logistics, the order cuts of TV brand manufacturers have caused the overall price of LCD TV panels to fall far exceeding April expectations, and have fallen below the cash cost of panel factories. CINNO Research predicts that the price decline in LCD TV panels in May will not converge. If the price continues to fall to July, it may fall below the material cost of panel factories. ”
CINNO Research Brief review
01
Due to factors such as the impact of the Russian-Ukrainian war and global inflation, the sales of mid-to-high-end models of TV brand manufacturers overseas are not as expected. TV brand manufacturers may continue to repair the annual LCD TV panel plan demand exceeds one million pieces. CINNO Research It is estimated that the global LCD TV complete sales will decline by 3-4% in 2022.
02
CINNO Research estimates that the global OLED TV complete shipment will also see a year-on-year decrease of about 1 million units. However, due to the current OLED TV panels are oligopoly markets, and panel quotations in the second quarter are still flat.
03
TV brand major manufacturers have caused the overall LCD TV panel price decline to continue to expand, far exceeding the April forecast. CINNO Research's monthly global TV panel price report shows that the final closing price decline in April was much larger than expected. It was originally predicted that the average price of LCD TV panels of each model would fall by 0-5%, and the actual decline would fall by 3.8%-10.6%, which has fallen below the cash cost of panel factories. If the price continues to fall to July, it may fall below the material cost of panel factories.
04
It is particularly worth pointing out that the decline in LCD TV panels of 65" and 75" were originally estimated to be US$9 in April, but the actual decline reached US$17, which has also fallen below the historical low.
05
CINNO Research estimates that the price drop of 32" and 43" LCD TV panels in May will be comparable to that in April, and will still be between US$3-4, with the average market price falling to US$31 and US$58 respectively. The price drop of 50" and 55" LCD TV panels will fall to US$3-5, and the average market price drops to US$74 and US$88 respectively. The average quotation of 65" LCD TV panels will be as low as US$128 in May, and the average quotation of 75" LCD TV panels will exceed US$213 in May, and is expected to reach the cash cost line of the panel factory. Due to factors such as the impact of the Russian-Ukrainian war, global inflation and logistics, the order cuts of TV brand manufacturers have caused the overall price of LCD TV panels to fall far exceeding April expectations, and have fallen below the cash cost of panel factories. CINNO Research predicts that the price decline in LCD TV panels in May will not converge. If the price continues to fall to July, it may fall below the material cost of panel factories. ” CINNO Research Brief review 01
Due to factors such as the impact of the Russian-Ukrainian war and global inflation, the sales of mid-to-high-end models of TV brand manufacturers overseas are not as expected. TV brand manufacturers may continue to repair the annual LCD TV panel plan demand exceeds one million pieces. CINNO Research It is estimated that the global LCD TV complete sales will decline by 3-4% in 2022.
02
CINNO Research estimates that the global OLED TV complete shipment will also see a year-on-year decrease of about 1 million units. However, due to the current OLED TV panels are oligopoly markets, and panel quotations in the second quarter are still flat.
03
TV brand major manufacturers have caused the overall LCD TV panel price decline to continue to expand, far exceeding the April forecast. CINNO Research's monthly global TV panel price report shows that the final closing price decline in April was much larger than expected. It was originally predicted that the average price of LCD TV panels of each model would fall by 0-5%, and the actual decline would fall by 3.8%-10.6%, which has fallen below the cash cost of panel factories. If the price continues to fall to July, it may fall below the material cost of panel factories.
04
It is particularly worth pointing out that the decline in LCD TV panels of 65" and 75" were originally estimated to be US$9 in April, but the actual decline reached US$17, which has also fallen below the historical low.
05
CINNO Research estimates that the price drop of 32" and 43" LCD TV panels in May will be comparable to that in April, and will still be between US$3-4, with the average market price falling to US$31 and US$58 respectively. The price drop of 50" and 55" LCD TV panels will fall to US$3-5, and the average market price drops to US$74 and US$88 respectively. The average quotation of 65" LCD TV panels will be as low as US$128 in May, and the average quotation of 75" LCD TV panels will exceed US$213 in May, and is expected to reach the cash cost line of the panel factory.
Global Display Industry Market Development Trend Analysis Report (Outline)
Chapter 1 Global Flat Panel Display Technology and Market Development Trends
1. Global Flat Panel Display Industry Overview
2. Global Flat Panel Display Technology Introduction
1. TFT - Introduction to LCD display technology
2. Introduction to OLED display technology
3. Introduction to Micro-LED display technology
4. Introduction to Micro-OLED display technology
5. Introduction to TN/STN display technology
3. Market development trends of the global and mainland China flat panel display industry
1. The scale and trends of the flat panel display industry in the global and mainland China
2. The scale and trends of the TFT-LCD display industry in the global and mainland China
3. The scale and trends of the AMOLED display industry in the global and mainland China
4. The scale and trends of the PMOLED display industry in the global and mainland China
5. Scale and trends of the global and mainland China Micro-LED display industry
4. Overview of the global and mainland China small and medium-sized display market development
1. The global and mainland China wearable display market is divided into technology category scale and trends
2. The global and mainland China mobile display market is divided into technology category scale and trends
3. The global and mainland China tablet notebook display market is divided into technology category scale and trends
4. Global and Mainland China's vehicle-mounted industrial control display market are divided into technology categories and trends
5. Global and Mainland China's home furnishing market display market is divided into technology categories and trends
5. Global and Mainland China's large-sized display market development review
1. Global and Mainland China's desktop display market is divided into technology categories and trends
2. Global and Mainland China's TV display market is divided into technology categories and trends
3. Global and mainland China commercial display display market divided into technology categories and trends
Chapter 2 Analysis of the development trend of global AMOLED display technology
1. AMOLED display technology development history
1. Global AMOLED display technology development history
2. Future development trend of AMOLED display technology
2. From flexible, foldable to curling
2.2 LTPO backplane technology analysis
2.3 Transparent AMOLED display technology
2.4 OLED luminescent layer film formation technology
2. AMOLED display technology market development trend
1. Introduction to the main industries of AMOLED display technology and analysis of advantages and disadvantages
2. AMOLED main application industry market size and penetration trend
2.1 TV
2.2 Commercial display
2.3 Vehicle industrial control
2.4 Notebook
2.5 Tablet
2.6 Smartphone
2.7 Wear
2.8 Other
3. Analysis of the industry competition pattern of global AMOLED display panel manufacturers
1. Analysis of the production capacity development trend of global AMOLED display panel manufacturers
2. Analysis of market shipment scale of global AMOLED display panel manufacturers
Chapter 3 Analysis of the development trend of global PMOLED display technology
1. Development history of global PMOLED display technology
2. Future development trends of PMOLED display technology
2.1 Bottom luminescence and top luminescence technology
2.2 Luminous materials: SM-OLED and P-OLED
2.3 Packaging technology
2. PMOLED display technology market development trends
1. Analysis of advantages and disadvantages of PMOLED display technology
2. PMOLED main application industry market size and development trend
2.1 Smart home
2.2 Medical industry
2.3 Smart lock
2.4 Intelligent measurement table
3. PMOLED main application industry display screen market size and penetration trend
3. PMOLED shipment and penetration rate prediction in the home appliance industry
3.2 Smart meter PMOLED shipment and penetration rate prediction in the home appliance industry
3.3 TWS Bluetooth wireless headphone charging box PMOLED shipment and penetration rate prediction in the home appliance industry
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