|
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：
成人精品视频一区二区三区|
亚洲国产一区二区三区四区电影网|
欧美日韩中文字幕久久伊人|
亚洲成av人片天堂网无码|
国产69精品一区二区三区|
亚洲国产成人综合精品|
国产91色在线|亚洲|
熟妇熟女一区二区三区|
成人乱人乱一区二区三区|
九九视频精品13在线观看|
国产精品成人国产乱|
久久天堂av综合色无码专区|
影音先锋啪啪av资源网站|
亚洲粉嫩av一区二区黑人|
日韩狠狠入|
亚洲国产一区二区三区在线视频
|
亚洲sm另类一区二区三区|
国产九九免费视频网站|
一区二区亚洲人妻精品|
内射网址|
|?少妇人妻无码精品视频
|
亚洲欧美日本久久久综合麻豆|
97久久精品人妻人人搡人人玩|
国产成人亚洲精品狼色在线
|
福利无遮挡喷水高潮|
日韩二区视频一本6|
久热这里只国产精品视频|
国产盗摄xxxx视频xxxx|
妺妺窝人体色WWW看人体|
日韩精品一区二区三区视频|
AV最新高清无码专区|
五月天激情婷婷婷久久|
亚洲欧美日韩综合另类一区|
色五月丁香六月欧美综合|
少妇撒尿一区二区在线视频|
国产av一区最新精品|
粗大挺进尤物人妻中文字幕|
国产精品一区二区久久精品无码|
亚洲av成人一区在线|
97亚洲精品|
亚洲激情小说|
