With LeTV's first announcement of price hikes for TVs, the tight supply of TV panels and the rise in prices have just caught the attention of consumers. In fact, long before this, LCD panels have appeared for many months of continuous price increases, which also led to the pressure of television brand factory, in order to maintain profits, TV manufacturers of all brands unhindered the same tone. This situation does not only occur in the country, but also in North America and Europe, the two major market prices have also risen.
Fear of affecting Thanksgiving promotional panel market began to reverse from the second quarter, 32-inch TV panel prices from the beginning of the 50 US dollars, all the way up through 75 US dollars, an increase of up to 50%, the current 40-inch shortfall; with the stocking season The volume of panels in various sizes has risen steadily, leading to pressure on brand factories to rise, setting an unprecedented increase in terminal prices in order to maintain profitability.
The Chinese market was the first to hit, due to rising panel prices coupled with the recent devaluation of the RMB exchange rate, so that China's 11 sales have been fully adjusted upwards; the next North American Thanksgiving Black Friday promotions will also increase the selling price, but the North American channel bargaining power Very strong, so North America may have limited gains, but the joint promotion makes the price less than in previous years.
Qu Qin, deputy general manager of Li Qin, said that North America’s black friday sales are more than 4 million units. If this year's price decline is not significant, sales will remain flat or slightly lower than last year. European market access is less strong, bargaining power is inferior to North America, and European prices will also be adjusted upwards.
Only Samsung's panel is sufficient
In order to cope with the sales during the peak season, the brand factory and system integration plant actively stocked the battle. However, this year's panel economy has rapidly reversed, leading to miscalculation of the situation by a number of manufacturers. The panel is not stocked enough and the deployment is dwarfed. At present, only Samsung's panel is relatively sufficient. Li Qin pointed out that the big one is a foregone conclusion. Whoever has the most panels is the key to victory.
TPV's original shipments had to sprint 20 million units, but the shortage of stocks and Typhoon Moranti's flooding in Xiamen in September impaired the television panels in the TPV plant, resulting in a loss of about 500,000 pieces, making TPV's TV panels insufficient. More stretched, there may only be 18.5 million units shipped throughout the year.
Rui Xuan under AUO and Samsung's panel support, this year's revenue rose all the way, in September TV shipments of about 310,000 units, the previous September TV shipments of about 2.33 million units, up 79% over the same period last year.
Rui Xuan Chief Financial Officer Qiu Yuping pointed out that this year the panel is tight, mainly to the seller's market, the price is very "hard", the next season sales price will not drop too much, still in large size and 4K-based; product portfolio more than 48 inches Revenue of 60%, 40% below 48 inches, 4K penetration rate of nearly 30%.
The Chinese market was the first to hit, due to rising panel prices coupled with the recent devaluation of the RMB exchange rate, so that China's 11 sales have been fully adjusted upwards; the next North American Thanksgiving Black Friday promotions will also increase the selling price, but the North American channel bargaining power Very strong, so North America may have limited gains, but the joint promotion makes the price less than in previous years.
Qu Qin, deputy general manager of Li Qin, said that North America’s black friday sales are more than 4 million units. If this year's price decline is not significant, sales will remain flat or slightly lower than last year. European market access is less strong, bargaining power is inferior to North America, and European prices will also be adjusted upwards.
Only Samsung's panel is sufficient
In order to cope with the sales during the peak season, the brand factory and system integration plant actively stocked the battle. However, this year's panel economy has rapidly reversed, leading to miscalculation of the situation by a number of manufacturers. The panel is not stocked enough and the deployment is dwarfed. At present, only Samsung's panel is relatively sufficient. Li Qin pointed out that the big one is a foregone conclusion. Whoever has the most panels is the key to victory.
TPV's original shipments had to sprint 20 million units, but the shortage of stocks and Typhoon Moranti's flooding in Xiamen in September impaired the television panels in the TPV plant, resulting in a loss of about 500,000 pieces, making TPV's TV panels insufficient. More stretched, there may only be 18.5 million units shipped throughout the year.
Rui Xuan under AUO and Samsung's panel support, this year's revenue rose all the way, in September TV shipments of about 310,000 units, the previous September TV shipments of about 2.33 million units, up 79% over the same period last year.
Rui Xuan Chief Financial Officer Qiu Yuping pointed out that this year the panel is tight, mainly to the seller's market, the price is very "hard", the next season sales price will not drop too much, still in large size and 4K-based; product portfolio more than 48 inches Revenue of 60%, 40% below 48 inches, 4K penetration rate of nearly 30%.
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