2017 first half of the panel boom outlook good
Senior Associate Qiu Yubin said that in the first half of 2017 only a group of innovative production capacity, coupled with the Korean plant continued to reduce the supply of LCD TV panel, making this wave panel boom at least see the first half of 2017, but also push the TV panel prices rare in the 2016 in December and then rose more than 5 US dollars, driven by AUO and group profit a new high battles.
He stressed that by the Samsung purchase TV panel does not hand, the mainland brand is also playing 2017 Lunar New Year LCD TV business opportunities, to promote the December 2016 40 to 55-inch TV panel and then up 5 US dollars, 65 inches up 5 to 10 US dollars, a record unprecedented in the off-season prices, but also push up the AUO and the first quarter of 2016 profits, will hit a new high of 2016.
Qiu Yubin said that in 2017 the new panel production capacity is mainly Beijing East Fuzhou 8.5 generation line, Huike Chongqing 8.6 generation line, LG Display (LGD) Guangzhou added 8.5 generation line capacity, and group of 8.6 generation line production capacity, however, The mainland panel factory to the second half of 2017 mass production, the real contribution in the first half of 2017 capacity, only the group of 8.6 generation plant, the new capacity in the global supply is very limited circumstances, the first half of 2017 the economy should be nothing Too big problem.
At the same time, the Samsung display seven-generation line to determine the closure in November 2016, the plant used to produce active organic light-emitting body (AMOLED), in addition, Apple asked LG (LGD) in 2017 synchronous supply OLED panel, making LGD to reduce the monthly production of 1.5 million substrates, rapid reduction of LCD production, making the global LCD supply in the first half of 2017 continued to decline.