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LCD1 panel2 prices drop after end of Chinese subsidy3
By Lisa Wang / Staff reporter
Mon, Jul 22, 2013
| The prices of LCD panels used in slim4-screen TVs dropped again in the second half of this month as oversupply worsened after China's removal of a TV purchase subsidy program stalled5 demand, a report by market researcher NPD DisplaySearch's shows. Flat panel producers only scaled down factory loading rates this month, the researcher said. Beijing put an end to a subsidy program for TV purchases on May 31 and unexpectedly did not roll out6 a new subsidy program. "Excess7 panel supply remains an issue for TV makers," the US research house said in the report released on Saturday. Taking advantage of excessive supply, TV makers would continue to ask for "aggressive" price reductions to build inventory for seasonal promotions later this year, the researcher said. The price for a half-finished mainstream 32-inch TV panel dropped 2% to US$95 per unit in the second half of this month, from US$97 per unit two weeks ago, NPD8 DisplaySearch’s statistics showed. The price for 40-inch and 42-inch TV panels also fell 2％ to US$257 per unit during the same period of time, according to the statistics. The price figures released by WitsView, a Taipei-based LCD industry research team of TrendForce Corp (集邦科技), on Friday showed more drastic9 price reductions. The prices for LCD TV panels slid between 1% and 3.2% in the second half10 of this month from the first half, with the mainstream 32-inch panels suffering the brunt11, WitsView said. TV manufacturers sidestepped12 buying more TV panels amid speculation13 about deep price decline in flat panels, which triggered a deeper-than-expected price drop this month, WitsView said. To cope14 with the downward spiral15 of flat panel prices, flat panel producers are expected to lower their factory utilization by between 10% and 20% through the next few quarters to the first quarter of next year, WitsView said. WitsView expected demand to come back next month as TV brands boost panel inventory for October’s shopping spree16 in China and Black Friday shopping in the US. Citigroup analyst Arthur Lai (賴昱璋) last week downgraded the nation’s two biggest LCD panel producers, Innolux Corp (群創光電) and AU Optronics Corp (友達光電), to "sell" from "buy," saying weak TV demand from China, the world’s biggest LCD TV market, would cause inventory correction in the final quarter of this year. |
1 LCD: Liquid Crystal Display 2 panel: 面板 3 subsidy: 補貼 4 slim: 超薄的 5 stall: 停滯、停車 6 roll out: 推出、鋪開 7 excess: 多餘的 8 NPD: National Purchase Diary 9 drastic: 激烈的 10 second half: 下半部分、下半場 11 brunt: 首當其衝(n.) 12 sidestep: 迴避 13 speculation: 推測 14 cope: 應付、對付 15 downward spiral: 惡性循環 16 spree: 狂潮 |
resouse link: http://www.taipeitimes.com/News/biz/archives/2013/07/22/2003567850
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