BOE, CSOT thiab lwm hom LCM chaw tsim tshuaj paus nrog 50% txo ntawm Ntau Lawm

Nrog rau qhov kawg ntawm COVID-19 thiab cov nqi siab thiab cov paj laum, qhov kev thov thoob ntiaj teb rau TVS tau poob qis.Raws li, tus nqi ntawm LCD TV vaj huam sib luag, uas suav txog 96 feem pua ​​​​ntawm tag nrho TV kev ua lag luam (los ntawm kev xa khoom), txuas ntxiv poob, thiab cov chaw tsim khoom loj tau nrawm nrawm ntawm LCD vaj huam sib luag ntau lawm.

Raws li Chosun Txhua Hnub Lub Xya Hli 13, LG Display, BOE, CSOT thiab HKC tau txiav cov khoom siv LCD rau TVS txij lub hli tas los.Thiab qee cov tuam txhab lag luam hauv tsev tau txiav ntau npaum li 50% thiab tab tom kho dua tshiab.

LG Display

LG Display tau txiav txim siab los txo qhov tsim ntawm LCD panels rau TVS los ntawm 10-20% nyob rau hauv ib nrab ntawm lub xyoo no piv rau thawj ib nrab.Yog li, kev siv cov kab ntau lawm tau hloov kho txij li lub hli dhau los.LG txo qhov tsim ntawm LCD panels los ntawm kev tswj cov iav substrates siv nyob rau hauv LCD vaj huam sib luag ntau lawm kab nyob rau hauv Guangzhou, Tuam Tshoj thiab Paju, Gyeonggi xeev.

BOE

Tuam Tshoj vaj huam sib luag tuam txhab lag luam kuj tseem ua rau kev txiav ntau lawm.BOE tau txiav txim siab los txo qhov tsim ntawm LCD panels rau TVS los ntawm 25 feem pua ​​​​hauv ib nrab xyoo no piv rau thawj ib nrab ntawm lub xyoo no.Nyob rau tib lub sijhawm, CSOT kuj tau pib txo kev tsim khoom los ntawm 20 feem pua.Lawv tau kho ntau lawm los tiv thaiv tus nqi poob vim txo kev thov rau LCD panels.HKC tau txiav ntau lawm los ntawm 20% txij li lub Tsib Hlis.Txij lub hlis no, Suzhou CSOT's 8.5th tiam kab ntau lawm (T10) tau txiav ntau npaum li 50 feem pua.
Cov neeg tsim khoom lag luam tau pib txiav LCD ntau lawm vim tias qhov kev thov poob rau LCD vaj huam sib luag vim tias poob muag ntawm TVS.Raws li TV xav tau poob, cov khoom muag ntawm LCD panels pib nce, ua rau cov nqi LCD poob thiab cov txiaj ntsig poob siab.Lub tuam txhab tshawb fawb kev lag luam Jibang Advisors tau hais tias: TV LCD vaj huam sib luag tus nqi tsis tau qis dua vim qhov xav tau TV tsis muaj zog, cov tuam txhab txiav cov hom phiaj thauj khoom thiab txo cov vaj huam sib luag yuav, tab sis TV LCD vaj huam sib luag nqi tseem tsis tau pom hauv qab.
Raws li WitsView tau tshaj tawm, tus nqi rau 43-nti LCD panels poob 4.4% lub hli-rau-hli nyob rau ib nrab ntawm Lub Rau Hli, thaum tus nqi rau 55-nti panels poob 4.6%.Nyob rau tib lub sijhawm, 65-nti thiab 75-nti qauv kuj poob 6.0% thiab 4.8% feem.Tus nqi ntawm 21.5 nti LCD panels uas siv rau cov saib, poob 5.5 feem pua ​​hauv ib hlis.Thiab 27 nti LCD panels kuj poob 2.7 feem pua ​​​​ntawm tib lub sijhawm.Tus nqi ntawm 15.6 nti LCD vaj huam sib luag rau laptops kuj poob 2.8 feem pua, thaum tus nqi ntawm 17.3 nti LCD vaj huam sib luag kuj poob 2.4 feem pua.Txij li ib nrab xyoo dhau los, tag nrho cov nqi ntawm LCD panels tau poob rau ntau tshaj 8-10 lub hlis.

Vim yog cov cai tswj hwm tus nqi pheej yig los ntawm Suav cov neeg tsim vaj huam sib luag, LCD vaj huam sib luag cov nqi qis qis hauv xyoo 2019. Tab sis muaj lub sijhawm luv luv vim tias qhov kev xav tau ntawm TVS tshwm sim los ntawm COVID-19.Txawm li cas los xij, nrog kev ploj ntawm COVID-19 cov kev xav tau tshwj xeeb, LCD vaj huam sib luag nqi pib poob hnyav los ntawm ib nrab xyoo dhau los mus rau 2019 qib.Tshwj xeeb, txij li lub hli dhau los, tus nqi ntawm cov khoom lag luam tau poob qis dua tus nqi ntawm cov khoom, thiab lub tuam txhab tau ntsib kev poob ntau vim nws tsim ntau dua.Qhov no yog vim li cas cov tuam txhab hauv tsev, uas tau sib tw nrog kev tsim khoom raug txiav rov qab.
Tus nqi stabilization yuav tsum pib ua ntej, raws li cov chaw tsim khoom lag luam aggressively txiav ntau lawm.Kev lag luam cia siab tias tus nqi yuav pib ruaj khov thaum kawg ntawm lub hlis no, nrog rau cov nqi rau tag nrho cov LCD panels tiaj tus mus txog rau thaum xaus ntawm lub xyoo, nyob rau hauv lub loj LCD panels 65 nti los yog loj dua.
Since the production cutting, the LCD price would be increasing from August, that’s to say, the price now is closing to the lowest. Should you have any purchasing plan, please kindly reach us out at any time lisa@gd-ytgd.com , thanks.