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According to WitsView, the supply of panels has increased this year. In addition to three new production lines of jingdong and CLP, four of the existing production lines have been continuously expanded. One of them is the 8.5 generation line after youda (2409), and the other three are all Chinese panel factories.As the ratio of panels oversupply in the fourth quarter expands, the possibility of a reversal in panel prices increases.

WitsView said that in addition to boosting demand for TV panels at the World Cup, which drives the conversion of product specifications, increased demand for e-sports panels and increased demand for personal computer panels will help push up demand for large-size panels. Although the supply area increases, the oversupply of panels decreases throughout the year.

WitsView's latest survey report on panel supply and demand shows that after the large size panel demand experienced the traditional off-season correction in the first quarter, in the second quarter, due to the increase in demand and decrease in supply, the ratio of panel supply over demand has been significantly reduced.The third quarter benefited from increased stocking in the peak season to reverse oversupply.

However, WitsView believes that in the fourth quarter, due to the demand of the panel applications, the supply side will continue to move toward full production, which increases the risk of the panel price reduction.

WitsView research manager Hu Gurong pointed out that the second quarter panel demand area is higher than previously forecast, supply side for samsung display corporation (SDC) 7 lines to generation and 8 annual annual repairs panel factory in April, plus the BOE (indicate) 10.5 generation line began to slow in season 2 cast speed, make the season 2 panels supply area is lower than expected.

WitsView analyzed that with the advent of the promotion in the peak season in the third quarter, the inventory strength of each application area of the panel increased, and the area of demand for the panel increased by 10.6% every quarter.Among them, liquid crystal display brands continue to raise the bezel-free and e-sports products to stock demand.

WitsView estimated that the three new production lines of jingdong and CLP were actively increased, resulting in the quarterly increase of 5.2% in the area of supply in the third quarter.As overall demand grew faster than supply, the ratio of oversupply to oversupply converged in the third quarter.In the fourth quarter, inventory control entered the end of the year. It is expected that the demand of the four major applications will be revised one after another, and the area of panel demand will be reduced by 3.5% on a quarterly basis.

(articles from the Internet)