LCD TV panel price M+2 forecast
| INCH | Sep,2022 | Oct,2022 | Nov,2022 | Dec,2022 | Jan,2023 |
| 32″ | 25 | 27 | 29 (+2) | 29 (+0) | 29 |
| 43 “F | 45 | 47 | 49 (+2) | 49 (+0) | 49 |
| 50″ | 69 | 70 | 73 (+3) | 73 (+0) | 73 |
| 55″ | 80 | 84 | 87 (+3) | 87 (+0) | 87 |
| 65″ | 107 | 114 | 118 (+4) | 118 (+0) | 118 |
| 75″ | 175 | 181 | 184 (+3) | 184 (+0) | 184 |
| 85″ | 262 | 262 | 262 (+0) | 262 (+0) | 262 |
| 98″ | 652 | 652 | 652 (+0) | 652 (+0) | 652 |
Data source: Strong Peak Electronics (QF), unit: USD
LCD TV panel price trends in December 2022
--In November, prices of 32-75 inch LCD TV panels continued to rise, by between $2 and $4.
– It is predicted that the unit price of panel factory will increase by 2-5 dollars in December. It is highly likely that the settlement price of key customers will Stay for 11 months; But do not exclude sporadic size, some customers to realize the rise.
–End demand did not achieve optimistic improvement during the Double 11 promotion period. According to QF data, the GMV amount of vertical e-commerce and platform e-commerce in the TV retail market achieved -4% and -3% respectively year-on-year. Combined with other online platforms, the overall retail value fell by more than 5% year-on-year.
The average FBT in TV panel factories increased slightly to 77-80% in the first half of November. In the second half of the year, it began to fall back to about 70%.
–32 inches: Up $2 in November to trade at $29; December prices are expected to remain at November levels.
–43 “FHD: Continued to gain $2 to $49 in November; The current price lasts until the end of the year.
–50 inches: The price in November rose more than in October, up $3 to $73; Prices are expected to remain in December. The squeeze from the 55 inch is still there, but with the 55 inch continuous increase, the pressure decreases.
–55 inches: up $3 to $87 in November; It is expected that the opening price in December will be 2 dollars higher, and the settlement is a game.
–65 inches: up $4 to $118 in November; It is expected that the opening order in December will rise 2-3 dollars, and the strategic price of large customers will maintain the November level.
–75 inches: Up $3 to $184 in November. There are also more $180 trades in the market. December prices are expected to remain at November levels.
–85 “/98″ : Panel prices remain at $262 and $652 through December. But 85 inch in double 11 terminal price breakdown of 4000 yuan to below; With the following Huike large - size panel volume, panel price or down.
– Near the end of the year, TV brands are more cautious in purchasing. Even though panel prices are hard to fall, they also start to pay attention to inventory. Domestic customers have slightly cut orders of about 10% for the December Forecast. Overseas demand is relatively stable, did not occur a big shock.
– according to the briefing China TV market in October monthly shipment “brand, in October, China’s domestic market of television shipments fell 6%, overlapping double 11, panel prices will not go up again, stability is expected to the end of the first quarter of 2023.
LCD TV panel prices fluctuate
Data source: Strong Peak Electronics (QF), unit: USD
Note: Maximum and minimum refer to the highest and lowest panel prices in the past 12 consecutive months.
262
Post time: Dec-13-2022