Qunzhi Consulting: It is expected that the mainstream specifications and prices of Monitor OC and LCM panels will remain flat in August, and the prices of middle and high-end panels will be fine-tuned under pressure

The Zhitong Finance App learned that Qunzhi Consulting published an article stating that despite continued weakness on the demand side, the supply side contracted simultaneously, so that market supply and demand maintained a weak balance, supporting the continuation of the short-term steady trend of panel prices; however, as the transmission effect of TV prices gradually became apparent, middle and high-end panel prices faced slight downward pressure. Sigmaintell (Sigmaintell) predicts that mainstream monitor OC and LCM panel prices are expected to remain flat in August, while the prices of middle and high-end panels will be fine-tuned under pressure.

In August, demand in the global display panel market continued to weaken, and panel prices showed a steady, moderate and fine adjustment trend. On the demand side, although the domestic market has already issued the third batch of state funding, the recovery of subsidy subsidies for display category terminals is very limited; combined with demand overdrafts after the end of the promotion cycle, domestic brand procurement demand continues to shrink month-on-month. In the North American market, the transmission effect of rising manufacturing costs continues to push up the retail price of terminals, leading to weak performance in the terminal consumer market. Due to the combined effects of domestic and foreign markets, global demand for display panels continued to shrink month-on-month. The supply side continued the trend of structural adjustment. Overseas manufacturers' LCD production capacity continued to shrink, demand for TV panels recovered moderately, and demand for high-generation small-size applications increased, further squeezing the display panel production capacity space and driving the total display panel supply capacity to decline sequentially.

Each size is shown as follows:

21.5"FHD, open cell & LCM panel prices remained flat month-on-month in August;

23.8"FHD, open cell & LCM panel prices remained flat month-on-month in August;

27" FHD, Open Cell & LCM panel prices remained flat month-on-month in August.

Notebook panel

In August, the global laptop panel market continued the trend of demand differentiation and supply adjustment. On the demand side, August is the peak of procurement during the “back to school season”, and consumer demand will be released centrally, compounded by the launch of the “Black 5” preparation cycle in Europe and America in late, to jointly inject incremental impetus into the market and jointly drive a slight boost in demand in the global laptop market in August. However, some brands continue to tighten their procurement strategies based on their own inventory and sales expectations, and brand procurement strategies are somewhat fragmented. On the supply side, in the short term, high-generation line production capacity is still skewed towards laptop panels, and overall supply is still relatively sufficient. Sigmaintell (Sigmaintell) predicts that the August panel price performance is as follows:

Low-end HD TN: The average price of mainstream TN LCM is expected to remain flat in August;

IPS FHD&FHD+ products, mainstream panel prices remained stable at 16:9 on August. At 16:10 the prices of mainstream panels fell slightly, while the prices of middle and high-end panels continued to diverge.