Research firm WitsView, a research division of the state-of-the-art technology group, recently stated that the focus of the flat-panel display industry in 2010 was not on the size of LCD TVs. The issue of overcapacity still exists. Looking forward to 2011, if the production capacity is controlled in the first half of the year, the peak season for the second half of the year is expected.
In the first quarter of 2010 TFT-LCD industry performance is not light off season, and the expected third quarter is expected to face panel supply shortage expectations, panel downstream customers in the second quarter to take an active stocking strategy, making the second quarter panel shipments Set a new record high. However, under the influence of poor end-user demand in China and Europe and the United States in the first half of 2010, inventory problems made the peak season of the third quarter not flourish, panel prices fell sharply, and profitability of panel makers showed a decline. In the third quarter of 2010, a significant reduction in the panel plant's production effect fermentation, coupled with downstream customers' inventory adjustments on monitors and laptops, supply and demand fell from the previous estimate of 12% to 2.1%, making the balance of supply and demand in the early quarter of the fourth quarter. status.
The analysis pointed out that the demand in the fourth quarter mainly came from the expected price increase and the inventory replacement and preparation for the Chinese New Year in 2011. However, with the price falling, panel makers have been actively pushing up capacity utilization since November, which may cause the oversupply problem in the fourth quarter to surface again. If there is no bright end product sales support at the end of 2010, it will be on 2011. In half a year, the risk of falling prices again rose because of an increase in inventories.
WitsView said that in 2010, the TFT-LCD industry under the expected operation of the heart, clearly reflects the market structure in the off-season is not light, busy season. WitsView believes that the main reason for the oversupply of global panel is still that the production capacity of the next-generation production line can not find a suitable application. The first 8th-generation line in the world joined the operation in 2006 has been nearly 5 years, but the average size of LCD TV is still Stay in 33-34? Muscle A ring correction? The global financial turmoil in 008 severely affected the TFT-LCD industry development. After the rehabilitation of the Chinese market in 2009 and the rise of the Chinese market, it supported the development of the TFT-LCD industry. However, the focus of industrial development in 2010 was on hardware and software. And the production costs are not mature LED backlight and 3D TV, not trying to push up the size of LCD TVs, so that the problem of excess capacity still exists. Therefore, the key factor for the balance between supply and demand of TFT-LCD in 2011 is the adjustment of panel production capacity. If the production capacity is properly controlled in the first half of 2010, the peak season in the second half of the year is feasible.
According to WitsView's forecast, shipments of global large-size LCD TVs, monitors, and notebook PCs will have the opportunity to reach 633 million in 2010, and new technologies such as tablet PCs, AIO PCs, LED-backlit LCD TVs, and 3D TVs in 2011 Driven by the demand for its products, the demand for panels will look to 730 million pieces, and the annual growth rate will reach 16%.
In the first quarter of 2010 TFT-LCD industry performance is not light off season, and the expected third quarter is expected to face panel supply shortage expectations, panel downstream customers in the second quarter to take an active stocking strategy, making the second quarter panel shipments Set a new record high. However, under the influence of poor end-user demand in China and Europe and the United States in the first half of 2010, inventory problems made the peak season of the third quarter not flourish, panel prices fell sharply, and profitability of panel makers showed a decline. In the third quarter of 2010, a significant reduction in the panel plant's production effect fermentation, coupled with downstream customers' inventory adjustments on monitors and laptops, supply and demand fell from the previous estimate of 12% to 2.1%, making the balance of supply and demand in the early quarter of the fourth quarter. status.
The analysis pointed out that the demand in the fourth quarter mainly came from the expected price increase and the inventory replacement and preparation for the Chinese New Year in 2011. However, with the price falling, panel makers have been actively pushing up capacity utilization since November, which may cause the oversupply problem in the fourth quarter to surface again. If there is no bright end product sales support at the end of 2010, it will be on 2011. In half a year, the risk of falling prices again rose because of an increase in inventories.
WitsView said that in 2010, the TFT-LCD industry under the expected operation of the heart, clearly reflects the market structure in the off-season is not light, busy season. WitsView believes that the main reason for the oversupply of global panel is still that the production capacity of the next-generation production line can not find a suitable application. The first 8th-generation line in the world joined the operation in 2006 has been nearly 5 years, but the average size of LCD TV is still Stay in 33-34? Muscle A ring correction? The global financial turmoil in 008 severely affected the TFT-LCD industry development. After the rehabilitation of the Chinese market in 2009 and the rise of the Chinese market, it supported the development of the TFT-LCD industry. However, the focus of industrial development in 2010 was on hardware and software. And the production costs are not mature LED backlight and 3D TV, not trying to push up the size of LCD TVs, so that the problem of excess capacity still exists. Therefore, the key factor for the balance between supply and demand of TFT-LCD in 2011 is the adjustment of panel production capacity. If the production capacity is properly controlled in the first half of 2010, the peak season in the second half of the year is feasible.
According to WitsView's forecast, shipments of global large-size LCD TVs, monitors, and notebook PCs will have the opportunity to reach 633 million in 2010, and new technologies such as tablet PCs, AIO PCs, LED-backlit LCD TVs, and 3D TVs in 2011 Driven by the demand for its products, the demand for panels will look to 730 million pieces, and the annual growth rate will reach 16%.