â€œFrom the price quoted in November for LCD panel makers that we just reported to us, the 32-inch panel price has risen by another 3 US dollars. The entire manufacturer must increase its price if it wants to make a profit. Color TV prices have never happened in the past 10 years. â€ Liu Weizhi, vice president of Skyworth Group and general manager of the color TV division told reporters on November 24th.
In the peak sales season of Golden Week from September 24 to October 7, the domestic LCD TV shipments reached 5.6 million units, of which the proportion of 32-inch LCD TVs reached 50%, which means that only the Golden Week domestic 32-inch TV panel The demand has reached nearly 3 million tablets.
Taiwanâ€™s panel makers such as Chi Mei and AUO have begun to gradually reduce the supply of 32-inch LCD panels. The panel production lines below 6 generations have begun to switch to cutting tablet PCs and smart phone panels, and the 6-generation or higher generation began to favor 29-inch and 39-inch panels. , 47-inch, 60-inch and other differentiated large-size products, which give BOE and China Star Optoelectronics a large 32-inch market space.
This is also the main reason why BOE and Huaxing Optoelectronics still use 32-inch LCD panels after they are put into production. However, BOEâ€™s 6-generation and 8th-generation wire-cut 32-inch panels have been mainly exported to Samsung, AOC, and Sony since June. Toshiba and other foreign brands, and China Star Optoelectronics also sold 25% of the panel to Samsung and other foreign brands, which makes the domestic 32-inch LCD panel supply and demand more nervous.
Wen Jianping told reporters, "Samsung and other foreign brands took a lot of 32-inch panels and inventory, which led to the Golden Week part of the mainland TV manufacturers 32-inch panel out of stock and affect sales."
At the same time, the domestic sales of 32-inch LCD TVs have also increased energy-saving benefits. It is reported that the NDRC announced in early August the second round of energy-efficient companies and product models. In the new round of energy efficiency subsidies, 1,554 new models from 22 TV manufacturers were included in the subsidy list.
The subsidy for 32-inch LCD TVs is 250-300 yuan per unit, which has caused the price of 32-inch TVs with a price of around 1800 yuan to drop by 15-20%. This has stimulated a significant increase in the sales of 32-inch LCD TVs, such as TCL and Skyworth. Brand 32-inch sales accounted for nearly 50% of sales.
Faced with the shortage of 32-inch LCD panels and price increases, Huaxing Photonics CEO Chen Liyi told this reporter that Huaxing Optoelectronics will expand its production capacity to 120,000 in the first half of next year, most of which will still cut 32 inches, while 32-inch panels will have large demand. Zeng also will allow some Taiwanese panel makers who previously gave up 32-inch panels to re-cut products of this size, so even if the color TV unit price increase is not likely to remain too long, but the 32-inch panel prices will allow Huaxing Optoelectronics to go into production in the fourth quarter. First breakeven.
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