Recently, Terry Gou announced that Sharp and Foxconn will no longer provide panels for Samsung, and will cut off shipments to Samsung from next year, causing Samsung to urgently dispatch panels to LG Display. Due to the tight supply of panel supply in the next year, the first quarter was originally a relatively loose off-season. It may also be due to Sharp's out-of-stock strategy, allowing Samsung to launch the panel stocking strategy earlier, allowing the first quarter to enter the ready state earlier and enter supply. Nervous situation.
If Samsung Electronics’ panel purchases are insufficient, the supply and demand rhythm of the entire market may change. As Samsung Electronics’ LCD TV shipments account for approximately 25% of global TV shipments, Samsung is the leading TV brand leader. The purchasing and brand premium capabilities are also relatively higher than those of other manufacturers. Therefore, in the absence of panel purchases throughout the year, Samsung may begin to increase its purchase prices from the first quarter.
Ove Cloud Network estimates that if this is the case, then next year the panel may repeat the supply-demand tension process that began this year from the end of the first quarter. Although Ovid analysts believe that next year is also a state of tight supply and demand of the panel, but the space for panel prices is very limited. Although the supply and demand of the panel market will be tight next year, it will be more relaxed than this year. The situation of panel out of stock will not be as concentrated and severe as this year. Moreover, panel makers will be faced with a panel price increase this year in the absence of goods. In the first half of the year, the panel plant performance has improved, and it is in a profitable situation. In addition, the increase in panel prices has been too high, so the pressure for price increase will not be as pressing as it is this year.
Due to this year's panel prices soaring, and then compressed to the profit of the entire plant, the terminal prices have been adjusted upwards, but the price of the whole machine and the price of the panel are totally unable to cooperate, resulting in the entire machine plant profitable space being compressed, so the whole plant is very Hard to accept higher panel prices. Also observe the panel price trend in recent years, there has been no continuous rise in panel prices for two years. Therefore, according to Cui Jilong, overall, the overall supply and demand in 2017 is tight, but the rhythm of supply and demand follows the shipment rhythm of the whole machine.
The lack of procurement of Samsung's panels may disrupt this rhythm and put the supply and demand tension ahead of schedule. As for prices, due to the peak prices of panel panels at the end of this year, there will be fluctuations next year, but the upside is very limited. By the end of next year, with the release of production capacity and declining demand, supply and demand and prices may face major changes.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, etc. on TV boxes, smart TVs, smart TV software, etc. Answering questions.
Sharp out of stock Samsung disrupts market rhythm
Ovid Cloud Network (AVC) stated that in addition to the tight supply of individual sizes in December this year, the overall supply and demand and prices remained stable, and the first quarter of 2017 was originally a low season for shipments of whole aircraft. The overall supply and demand will continue. There is a balance at the end of this year and there is a slight surplus. As the 2nd and 3rd quarters gradually enter the busy season for equipment preparation, the supply will tend to be tight. With the release of new production capacity and the release of demand, the supply and demand relationship will be reverted to a state of oversupply in the fourth quarter, and the price trend may also be reversed. Big changes have occurred again. If Samsung Electronics’ panel purchases are insufficient, the supply and demand rhythm of the entire market may change. As Samsung Electronics’ LCD TV shipments account for approximately 25% of global TV shipments, Samsung is the leading TV brand leader. The purchasing and brand premium capabilities are also relatively higher than those of other manufacturers. Therefore, in the absence of panel purchases throughout the year, Samsung may begin to increase its purchase prices from the first quarter.
Ove Cloud Network estimates that if this is the case, then next year the panel may repeat the supply-demand tension process that began this year from the end of the first quarter. Although Ovid analysts believe that next year is also a state of tight supply and demand of the panel, but the space for panel prices is very limited. Although the supply and demand of the panel market will be tight next year, it will be more relaxed than this year. The situation of panel out of stock will not be as concentrated and severe as this year. Moreover, panel makers will be faced with a panel price increase this year in the absence of goods. In the first half of the year, the panel plant performance has improved, and it is in a profitable situation. In addition, the increase in panel prices has been too high, so the pressure for price increase will not be as pressing as it is this year.
Due to this year's panel prices soaring, and then compressed to the profit of the entire plant, the terminal prices have been adjusted upwards, but the price of the whole machine and the price of the panel are totally unable to cooperate, resulting in the entire machine plant profitable space being compressed, so the whole plant is very Hard to accept higher panel prices. Also observe the panel price trend in recent years, there has been no continuous rise in panel prices for two years. Therefore, according to Cui Jilong, overall, the overall supply and demand in 2017 is tight, but the rhythm of supply and demand follows the shipment rhythm of the whole machine.
The lack of procurement of Samsung's panels may disrupt this rhythm and put the supply and demand tension ahead of schedule. As for prices, due to the peak prices of panel panels at the end of this year, there will be fluctuations next year, but the upside is very limited. By the end of next year, with the release of production capacity and declining demand, supply and demand and prices may face major changes.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, etc. on TV boxes, smart TVs, smart TV software, etc. Answering questions.
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