Sigmaintell predicted that the loose supply and demand in the global LCD TV panel market will continue, and panel prices will maintain a downward trend from March to April.
Among them, the price of small and medium-sized panels decreased slightly; while the price of large-sized panels maintained a relatively large decline. Sigmaintell pointed out that from the perspective of the TV market, leading brands lack confidence in stocking, panel stocking strategies are facing major adjustments, and market demand confidence is weakening.
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On the supply side, some panel manufacturers have begun to consider reducing the utilization rate in the second quarter, but the adjustment is limited. The global LCD TV panel capacity supply area will remain high in the second quarter, and the supply and demand environment will continue to be loose.
From the perspective of the performance of various sizes, in terms of 32″, the price was flat in March, the demand weakened in the second quarter, and the supply and demand fell into easing again.
In terms of 50″, the accumulated price decline in the previous period is relatively large, and it is expected that the price will drop slightly by 1-2 US dollars from March to April; in the 55″ aspect, the international brand procurement is conservative, and the price is expected to drop by 4 US dollars in March and 3 US dollars in April.
In terms of large size, the purchasing demand of international brands is weakened and the supply is loose. In March, the price maintained a relatively large drop of nearly 10 US dollars, and it is expected that the price will drop by 6 US dollars in April.
In the monitor panel field, affected by the above changes in the market environment, the regional market growth slowed down and the top brands entered the inventory control at the end of the fiscal quarter, and the overall demand for brand stocking was sluggish. In this context, panel prices continue to decline, and Sigmaintell predicts that the decline in IPS and VA will gradually shrink.
Among them, the 21.5″ FHD TN has fierce competition, and the price drop in March expanded to $3.5 and is expected to expand to $4 in April; 23.8″ FHD is expected to expand to $3.5 in March and $4 in April. In terms of OC price, IPS OC price will drop more than VA, IPS will drop by $4, VA will drop by $3.5; 27″ FHD module price will drop by $3.5 in March, and it is expected to drop by $4.5 in April.
In addition, as the notebook computer market is also affected by the adjustment of brand inventory, the stocking demand continues to be revised. The sluggish demand has expanded from low-end to mainstream specifications and the mid-to-high-end market. Sigmaintell predicts that notebook panel prices will decline across the board from March to April 2022, and the decline will expand.
Specifically, low-end HD TN products: the average price of 11.6-inch-15.6-inch TN products decreased by 2-2.2 US dollars, and the decline rate has expanded; IPS FHD&FHD+ products. The average price of IPS FHD&FHD + products: The average price has dropped by about 1.8-2.5 US dollars in March, and it is expected to decline in April expanded to $2-3; the price of high refresh rate products is expected to continue to decline slightly.
