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.
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.