The hottest LCD panel prices fell sharply, and ent

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LCD panel prices fell sharply, and enterprises maintained their aggressive shipment target

on October 28, the third quarterly report disclosed by BOE showed that in this month, it realized a total revenue of 8.52 billion yuan and a net profit of 499 million yuan, an increase of 229.68% year-on-year. In the same period, Huaxing optoelectronics under TCL Group achieved a sales revenue of 3.797 billion yuan and a net profit of 523 million yuan, of which 307 million yuan was operating profit

but one of the hidden worries behind the booming performance is the sharp decline in the price of LCD panels. In the third quarter of this year, 50 gold medical has 80 years of extrusion forming technology. The price of large-size LCD panels with an inch or more fell by about 20% year-on-year

at the end of May this year, the one-year subsidy policy for energy saving and benefiting the people (the government subsidy for an energy-saving color TV is about 300 yuan) ended. Domestic color TV market shipments fell, especially in June. In June this year, TCL sold 282200 domestic color TV sets, down 35.47% year-on-year; SKYWORTH's domestic sales volume was 336000 units, down 17% year-on-year

in July, although the sales decline of domestic LCD TV sets slowed significantly compared with the previous month, the year-on-year decline was still 8%

due to the fact that the panel price accounts for% of the cost of color TV sets, color TV manufacturers are still worried about the continuous decline of the panel price in view of the current supply and demand situation, and dare not rush to copy the bottom. The current downward trend of panel prices makes the panel purchase strategies of major local brands still have to adopt a conservative attitude to avoid possible falling price risks compared with graphene, liquid metal and other new materials

due to the decline in the price of LCD panels, some panel companies still maintain aggressive shipment targets, which means that they will adopt a more proactive strategy in terms of price. In this process, some companies do not rule out the experimental speed of 300 ± 20mm/min cycle, which will face losses again

however, at a time when the price of large-size LCD panels is facing a downward trend, China's LCD panel production capacity has shown a positive trend of expansion. The "analysis report on the production and marketing demand and investment forecast of China's panel industry in" predicts that by the fourth quarter of 2015, eight eighth generation line panel factories will be completed and put into operation in Chinese Mainland, and their glass substrate production capacity will rise from 250000 pieces per month in the fourth quarter of 2013 to 670000 pieces per month in the fourth quarter of 2015. Within two years, the cost of capacity increase will decline by more than 260%

by then, the global market share of China's eighth generation liquid crystal glass will increase from 19% in the fourth quarter of 2013 to 39% in the fourth quarter of 2015

in this case, the viability of LCD panel manufacturers depends on their respective comparative advantages, including supply chain capabilities, customer management capabilities, downstream access facilities, costs, and differentiated competitive factors

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