TV panels will face challenges in 2022

With the continuous increase of OLED production capacity of Korean panel factories, the extension of LCD production, and the maximum production capacity of some LCD production lines of panel factories in other regions is still being injected into the market in two thousands and twenty two, it is expected that the overall supply of TV panels will jump significantly.

CINNO Research pointed out that two Korean brands, as the world's two largest TV giants, took the lead in reducing the purchase of TV panels, and also affected the purchases of other brands. Among them, the purchase volume of large-size TV panels has a greater impact, and the time point when panel prices stop falling has also been delayed, which also caused a larger-than-expected decline in large-size panels. Originally, the industry expected that during March and April, the price of TV panels below fifty-five inches would fall to the bottom and be the first to stop falling. However, based on the current situation, the price decline may continue until June.

The gap between supply and demand in two thousands and twenty two  will be larger than that in two thousands and twentyone, which also means that panel factories will face more severe challenges in two thousands and twenty two years. It is worth mentioning that there are still two thousands and twenty two. Several key points need to be observed. The shutdown of LCD production lines of Korean panel factories, the adjustment of TV and IT panel capacity allocation, the impact of epidemic or war factors on the demand for complete machines and the supply of components will all lead to two thousands and twenty two Key indicators showing industry trends.