According to the latest panel quote from IHS, the prices of small- and medium-sized panels continued to decline in May, with the monthly declines of 2% for mainstream 4-inch, 5-inch TN panels and 5.5-inch IPS panels. IHS pointed out that mobile phone manufacturers plan to launch 18:9 full-screen panels in the second half of the year, affecting the willingness to pull 16:9 panels. Panel makers are actively reducing their prices. The mobile phone panel price is expected to drop in June, and the second quarter revenue performance is weak. . China's mobile phone panel stocks are high, and demand has been weak since the beginning of the year. The price of small and medium-sized panels has declined since March. In the second half of the year, the mobile phone panel design will move to 18:9. Since most customers would like to switch to 18:9, it will also affect the current willingness to pull goods, making the demand for mobile phone panels in the first half of the year very weak. Panel makers cut prices, and the average declines for the four-inch, five-inch TN panel and 5.5-inch IPS panel in May were both 2%.
In terms of tablet computer panels, IHS said that prices also fell by 2% to 3% in May, mainly due to weak demand for smart phones, panel makers shift the productivity of smart phone panels to tablet computers, and tablet computers are also traditional In the off-season, prices have continued to decline. Brand manufacturers talked about the price of flat panel computer panels for the whole season. It is estimated that the price of semi-finished flat panel products will be cut by 15% this quarter, while the price of panel modules will fall by 8% to 10%. It is expected that the price of white panel flat panel will continue to decline until the demand for mobile phone panel warms up. The new Apple 10.5 inch tablet computer will be unveiled. By then, Apple's supply chain flat panel shipments and prices are expected to stabilize.
Affected by the decline in panel prices, panel makers experienced a significant decline in revenue in April. Huaying’s consolidated revenue for April was 2.626 billion yuan, a decrease of 6.6% from March, and panel shipments of medium and small size were 27.12 million, a decrease of 8.3% from March. Caijing’s self-linked revenue in April was approximately RMB 1.478 billion, which was approximately 28.9% lower than that in March. The shipments of small- and medium-size panels were 30.08 million, which was 34% lower than that in March.
Panel makers pointed out that in May and June, the prices of mobile phone panels are still going down, and it is expected that revenue will also decline. This will have an impact on the revenue and profitability of the second quarter. The strategy adopted by Huaying is to adjust the product mix and try to increase the shipment of in-vehicle and industrial control panels to minimize the impact of price reductions on mobile phone panels. Caijing only has one production line. This quarter, it has strategically adjusted its production capacity, developed new products, and reduced output waiting for demand to recover.
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Affected by the decline in panel prices, panel makers experienced a significant decline in revenue in April. Huaying’s consolidated revenue for April was 2.626 billion yuan, a decrease of 6.6% from March, and panel shipments of medium and small size were 27.12 million, a decrease of 8.3% from March. Caijing’s self-linked revenue in April was approximately RMB 1.478 billion, which was approximately 28.9% lower than that in March. The shipments of small- and medium-size panels were 30.08 million, which was 34% lower than that in March.
Panel makers pointed out that in May and June, the prices of mobile phone panels are still going down, and it is expected that revenue will also decline. This will have an impact on the revenue and profitability of the second quarter. The strategy adopted by Huaying is to adjust the product mix and try to increase the shipment of in-vehicle and industrial control panels to minimize the impact of price reductions on mobile phone panels. Caijing only has one production line. This quarter, it has strategically adjusted its production capacity, developed new products, and reduced output waiting for demand to recover.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, etc. on TV boxes, smart TVs, smart TV software, etc. Answering questions.
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