|
LCD TV Panel Suppliers Hit by Sharp Drop in Demand from Chinese TV Makers, IHS Says
10/13/2015 |
|
|
The top six TV makers in China are becoming more conservative, with TV panel oversupply and falling prices leading to a 16 percent fall in Q4 2015
SANTA CLARA, Calif. (October 12, 2015) - TV panel oversupply and falling prices are leading Chinese TV makers Hisense, TCL, Skyworth, Haier, Changhong and Konka to be more conservative in their panel purchasing plans, according to a new report from IHS Inc. (NYSE: IHS), the leading global source of critical information and insight.
The top six TV manufacturers in China plan to purchase just 14.8 million LCD TV panels, including open cell and modules, in the fourth quarter (Q4) of 2015, which is a 16 percent year-over-year decline from the 17.7 million displays shipped in Q4 2014, the report says.
As LG Display, Samsung Display, BOE, ChinaStar, AUO and Innolux are heavily invested in the Chinese market, the slowdown is expected to cause these panel manufacturers to adjust their capacity utilization still further this year.
"China is the largest global TV market, and this panel inventory adjustment and stagnant sell-through have caused TV makers in China to become more conservative in their panel purchases," said Nick Jiang, senior display analyst for IHS. "This conservatism is a major shift from the aggressive market in 2014, which has caused display makers to face over-supply and may induce panel prices to drop further at the end of this year."
In the first half of 2015, panel makers shipped 29.4 million TV panels to Chinese manufacturers, leading to a strong 15 percent year-over-year growth. However, in the third quarter (Q3), Chinese TV makers drastically reduced planned panel purchases. Manufacturers shipped 15 million TV panels to China in Q3 2015, which is a 6 percent year-over-year decline, with additional declines expected in Q4 2015. According to the latest TV Display Supply Chain Tracker - China from IHS Technology, the annual purchase of China's top six leading TV makers will reach just 59.3 million this year, a year-over-year decline of less than 1 percent since 2014. 
The leading panel suppliers for the Chinese market in Q3 2015 are: LG Display at 22 percent, ChinaStar at 20 percent, Innolux at 16 percent, Samsung Display at 15 percent, AUO at 13 percent and BOE at 10 percent. "These panel makers must now adjust their capacity and production strategy, which will make the market down-turn more severe by year's end," Jiang said.
At the end of August 2015, the average inventory level at the top six Chinese TV brands reached 6.5 weeks, a month-over-month increase of one inventory week. To prepare for National Day, China's top six TV makers bought more panels in August; however, due to weakening demand in the Chinese domestic market, inventory levels remained high in September. Amid lingering concerns over a panel supply shortage, Chinese set makers' inventory levels returned to normal at the end of 2014, and this strong appetite for TV panels lifted overall panel purchases in the first quarter (Q1) of 2015.
"China's top six TV makers' purchases in Q2 2015 exceeded our expectations," Jiang said, "but with the advent of the off-season, inventory is also on the rise, so there is pressure for further panel price reductions in Q3 and Q4 of this year." |
|
|
|
|
|
主站蜘蛛池模板：
超碰w|
69堂在线观看线无码视频一|
成人av天堂男人资源站|
日韩精品一区二区午夜成人版|
亚洲AV无码有乱码在线观看|
亚洲AV无码久久久久网站蜜桃|
亚洲高潮喷水无码AV电影|
国产在线视频欧美亚综合|
人妻日韩人妻中文字幕|
国产蜜臀在线一区二区三区|
蜜臀av在线观看|
天天做天天躁天天躁|
欧美性爱熟女|
自拍偷拍亚州精品视频|
久久久一本精品99久久精品88
|
巨大欧美黑人xxxxbbbb|
久久乐国产精品亚洲综合|
精品熟女少妇免费久久|
免费看无码毛视频成片|
亚洲精品日本久久久中文字幕|
亚洲国产精品自产拍久久蜜AV|
国产精品无码aⅴ嫩草|
久久羞羞色院精品全部免费
|
国产精品分类视频分类一区|
人妻系列中文字幕久久|
久久99国产精一区二区三区!|
欧美午夜福利|
九九精品视频免费|
无码乱人伦一区二区亚洲一|
九九热在线视频观看这里只有精品|
国产欧美日韩亚洲一区二区三区|
亚洲中文字幕第二十三页|
久久福利视频一区二区|
草裙社区精品视频播放|
天堂网av成人在线观看|
亚洲精品在线观看视频|
av东京天堂热|
苏尼特右旗|
久久国产欧美日韩精品免费|
国产成人影院一区二区三区|
日韩人妻系列无码专区|
