Qunzhi Consulting: LCD TV panel prices fell across the board in April, but the decline narrowed in May

As the COVID-19 pandemic continues to spread overseas, the manufacturing capacity of complete machines and offline sales channels in many regions around the world have been shut down for a short period of time, which has had a far-reaching impact on terminal retail and the demand for panel purchases has continued to decline.

At the same time, most panel factories maintained high production line utilization, and output recovered month-on-month. According to the latest forecast of Sigmaintell's "supply and demand model", the global LCD TV panel supply and demand ratio in the second quarter was 7% (quantity basis), supply and demand turned to loose, and panel prices fell again. In April, the prices of mainstream LCD TV panels showed a downward trend, and some medium and large sizes fell significantly. Under the expectation of continuous self-adjustment by panel factories, it is expected that the price decline of some sizes will narrow in May.

Specifically, the export demand for 32" has decreased significantly, and the price dropped by 3 US dollars in April, and may drop by 2 US dollars in May. For 39.5"~43", the 43" has been actively stocked in the early stage, the demand has decreased, and the supply is in excess. It is expected that the price will drop by 3~4 US dollars in April, and maintain the downward trend in May.

For 50", the demand for export stocking has decreased, and it is expected to drop by 3 US dollars in April and maintain the decline in May. For 55", the demand bubble has been squeezed, and the short-term supply and demand have turned to easing, and it is expected to drop by 5 US dollars in April. For large sizes, North American demand has weakened. In April, the price of 65" dropped by 5 US dollars, and the price of 75" dropped by more than 5 US dollars. It is expected to maintain the downward trend in May.