WitsView, a panel research division of TrendForce, recalled that the overall demand for LCD TVs in 2011 pointed out that due to the impact of global economic conditions, the weak market demand is a foregone conclusion. In recent quarters and even early 2012, brand TV suppliers still Reduce inventory as the primary goal.
Looking ahead to the TV demand theme in 2012, WitsView pointed out that in addition to the addition of new specifications and panel sizes, the use of dual resolutions and PCs in the second half of the year will also bring 3D TVs to the next mile and follow up with Smart Connect. Network TV and home appliance operating systems are moving toward integration. In addition, it is also possible to think about using WIDI wireless transmission receivers to drive the integration of subsequent TV&MNTs for home, business and entertainment displays.
According to WitsView and mainland research organization 智intell released in October 2011 the mainland China's six TV brand factory shipments and global LCD TV brand quarterly report, this year, the global LCD TV demand further fine-tuned to 205 million Taiwan, only about 6.5% year-on-year growth. China's six major brand TV brands shipped under the control of the brand factory inventory strategy. In October, shipments dropped to 3.5 million units (32% month-on-month), but shipments for the Lunar New Year are expected to begin in November. It has increased to 4 million units (an estimated monthly growth of 14%), and it is estimated that the total shipments of the six major brands in mainland China will reach 39 million units.
For TV panel purchase, the brand adopted the same strategy, so the inventory of brand panels in October was adjusted and the total procurement volume was reduced to 3.3 million units (by 18.7% per month). It is expected that the total purchase amount of the panel will become the purchasing high this year and the shipment will be made in November. The number of chips is estimated to be approximately 4.3 million (28.2% month-on-month), which does produce a decisive effect on panel production capacity and prices.
HartsView Research Associate Burrell-Liu said that as the demand for LCD TVs was revised downwards in 2011, even if the global LCD TV shipments in the third quarter showed a growth of nearly 20%, it would not be of much help to the overall supply and demand. The brand's primary goal is to reduce inventory, so in the fourth quarter, although it is estimated that it will grow by another 14%, the annual performance is estimated to be -1.4% due to inventory strategy and demand factors.
However, the overall inventory tends to be healthy, and some urgent orders in the fourth quarter, together with the demand for new Chinese New Year's goods, have started to spread, which will actually help stabilize the overall price; the next brand supplier will be in the first quarter of 2012. At the end of the year, new models were introduced, coupled with 51 shipments, and the subsequent Olympic wave promotions in July and August will have to be pulled after the second quarter. As long as the panel production capacity and overall inventory are properly controlled, the follow-up price increase will be extended. It will be a great gospel. In addition to the active use of new layouts, the panel makers are also using public displays and large-size TV LCD panels that replace PDPs and projectors.
In addition, it is worth mentioning that in the month of October, the proportion of panel purchases of the six major TV brands in Mainland China, Chi Mei continued to maintain the first advantage, the market accounted for about 31%, AUO soared to second place in a single month, LCD TV panel It accounted for 23% of the six major brands. AUO Chi Mei is actively planning for the new size panels 39 and 50 inches (refer to the following table). Not only the six major brands in China have imported and purchased two new size panels, international brands have also been introduced and used, resulting in the lack of a smooth market. Less incentive; especially 50-inch products, unstoppable, and even two competing factories also want to join the 39 and 50-inch war situation.
The new size of the Samsung panel, 43 and 48 inches, will be limited to the use of Chinese brands, and product life will be limited. The strategy of 36.5-inch to replace 37-inch panels such as LG panel makers will come in hot water. In addition, the use of the Panasonic Liquid Crystal Display (PLD) and Sharp (Sharp) in the large-generation product line has been in full swing. In particular, the pace of the PLD is rapid and the direction is clear; The strategy of production cuts, which was previously reported to be discontinued, was only rumored after confirmation. At present, its panel inventory is too high, and it is feared that it will affect the follow-up market conditions.
Looking ahead to the TV demand theme in 2012, WitsView pointed out that in addition to the addition of new specifications and panel sizes, the use of dual resolutions and PCs in the second half of the year will also bring 3D TVs to the next mile and follow up with Smart Connect. Network TV and home appliance operating systems are moving toward integration. In addition, it is also possible to think about using WIDI wireless transmission receivers to drive the integration of subsequent TV&MNTs for home, business and entertainment displays.
According to WitsView and mainland research organization 智intell released in October 2011 the mainland China's six TV brand factory shipments and global LCD TV brand quarterly report, this year, the global LCD TV demand further fine-tuned to 205 million Taiwan, only about 6.5% year-on-year growth. China's six major brand TV brands shipped under the control of the brand factory inventory strategy. In October, shipments dropped to 3.5 million units (32% month-on-month), but shipments for the Lunar New Year are expected to begin in November. It has increased to 4 million units (an estimated monthly growth of 14%), and it is estimated that the total shipments of the six major brands in mainland China will reach 39 million units.
For TV panel purchase, the brand adopted the same strategy, so the inventory of brand panels in October was adjusted and the total procurement volume was reduced to 3.3 million units (by 18.7% per month). It is expected that the total purchase amount of the panel will become the purchasing high this year and the shipment will be made in November. The number of chips is estimated to be approximately 4.3 million (28.2% month-on-month), which does produce a decisive effect on panel production capacity and prices.
HartsView Research Associate Burrell-Liu said that as the demand for LCD TVs was revised downwards in 2011, even if the global LCD TV shipments in the third quarter showed a growth of nearly 20%, it would not be of much help to the overall supply and demand. The brand's primary goal is to reduce inventory, so in the fourth quarter, although it is estimated that it will grow by another 14%, the annual performance is estimated to be -1.4% due to inventory strategy and demand factors.
However, the overall inventory tends to be healthy, and some urgent orders in the fourth quarter, together with the demand for new Chinese New Year's goods, have started to spread, which will actually help stabilize the overall price; the next brand supplier will be in the first quarter of 2012. At the end of the year, new models were introduced, coupled with 51 shipments, and the subsequent Olympic wave promotions in July and August will have to be pulled after the second quarter. As long as the panel production capacity and overall inventory are properly controlled, the follow-up price increase will be extended. It will be a great gospel. In addition to the active use of new layouts, the panel makers are also using public displays and large-size TV LCD panels that replace PDPs and projectors.
In addition, it is worth mentioning that in the month of October, the proportion of panel purchases of the six major TV brands in Mainland China, Chi Mei continued to maintain the first advantage, the market accounted for about 31%, AUO soared to second place in a single month, LCD TV panel It accounted for 23% of the six major brands. AUO Chi Mei is actively planning for the new size panels 39 and 50 inches (refer to the following table). Not only the six major brands in China have imported and purchased two new size panels, international brands have also been introduced and used, resulting in the lack of a smooth market. Less incentive; especially 50-inch products, unstoppable, and even two competing factories also want to join the 39 and 50-inch war situation.
The new size of the Samsung panel, 43 and 48 inches, will be limited to the use of Chinese brands, and product life will be limited. The strategy of 36.5-inch to replace 37-inch panels such as LG panel makers will come in hot water. In addition, the use of the Panasonic Liquid Crystal Display (PLD) and Sharp (Sharp) in the large-generation product line has been in full swing. In particular, the pace of the PLD is rapid and the direction is clear; The strategy of production cuts, which was previously reported to be discontinued, was only rumored after confirmation. At present, its panel inventory is too high, and it is feared that it will affect the follow-up market conditions.
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