With the continuous rise in the price of TV LCD panel, millet TV, which has been focusing on low price, began to rise recently. Since the beginning of September, Skyworth, Changhong, Konka, Hisense and other TV manufacturers have also followed the rise in prices, and the TV market has set off a wave of price rises. Although this wave of price rise is accompanied by the improvement of the TV market on a month on month basis, the TV market is still declining year on year. In July and August, China’s TV market continues to decline, and the TV market continues to be depressed. How long can the rise in LCD panel and TV prices last? The price of TV LCD panel has been rising since June. It is understood that the prices of TV LCD panels have risen to varying degrees from 32 inches to 75 inches. Among them, the prices of mainstream size 55 inch TV LCD panels have risen most rapidly, rising by 34 US dollars in the past two months. TV panel buyers revealed that the price of 55 inch LCD panel has reached 145 US dollars since September. < / P > < p > the price of TV LCD panel continues to rise, which brings huge cost pressure to TV manufacturers, because TV LCD panel is the core component of TV set, accounting for 60% – 70% of TV cost. The price fluctuation of TV LCD panel will greatly affect the cost and market operation of TV set. < p > < p > in order to reduce the impact caused by the price rise of TV LCD panel, TV manufacturers have raised their prices one after another. Millet TV, the most sensitive to price, took the lead in raising prices. It is understood that the price of millet full screen TV Pro 43 inch will be increased by 100 yuan; the price of millet full screen TV Pro 55 inch will be increased by 200 yuan; the price of millet TV 555 inch will be increased by 200 yuan; the price of millet TV 5 Pro 55 inch will be increased by 300 yuan; the price of millet full screen TV Pro 65 inch will be increased by 200 yuan. < / P > < p > following Xiaomi closely, TV manufacturers, such as Hisense, Changhong, Konka, Skyworth and TCL electronics, began to raise their prices in an all-round way. SKYWORTH TV’s price rose by 200 yuan to 400 yuan from September 1, and the entry-level products rose by about 15% month on month compared with August, while the increase of medium and high-end products was smaller, with an average increase of 300 yuan for 55 inch TVs, 30% for Konka color TV sets, and more than 10% for some Changhong TV models, including more than 350 yuan for 55 inch TVs, and 8 month on month for Hisense TV Monthly increase of at least 15%, and do not rule out the possibility of price increases again. < / P > < p > is this wave of TV price rise due to the surge in consumer demand? Obviously not. According to the understanding of the micro network, the price of TV is not directly related to the domestic consumer demand. In July and August, the Chinese mainland TV market was better than the first half, but it also fell. After the overall price rise in September, TV manufacturers were under pressure and the TV market would not improve. It is estimated that the third quarter of the Chinese mainland TV market will continue to decline. < / P > < p > first, the TV market is expected to improve, the channel requires replenishment, and the demand for panels increases. Mainland China’s 618 promotion line has double growth on line, and the European and American markets are gradually recovering. In the second quarter, the world’s major TV market has gradually resumed, improving the expectations of the manufacturers in the second half of the year, especially the North American channel’s willingness to replenish goods, and promote the upgrading of LCD panel demand. < / P > < p > secondly, Q3 is the peak season for goods preparation, and manufacturers prepare goods for nodes and increase panel procurement. Affected by the epidemic situation, TV manufacturers lowered market expectations in the first half of the year. LCD panel stock was negative and inventory level was not high. However, in the second half of the year, there were important nodes such as “double 11” and “Black Friday”. TV manufacturers need to prepare goods in advance to stimulate the demand of TV LCD panel market. < / P > < p > Third, it takes time for panel manufacturers to adjust their production capacity, and the short-term supply and demand of panels are unbalanced. In the first half of the year, the price of TV LCD panel remained low, the demand of TV market was low, and the purchasing desire of TV manufacturers was not high. Panel manufacturers reduced the capacity of old production lines and controlled the release rhythm of new production lines. At the same time, they were unable to meet the manufacturers’ large purchasing demand in the second half of the year, resulting in the imbalance between supply and demand, and the price of LCD panel increased. < / P > < p > at present, most of the panel production lines are in the state of full production and full sales, but the TV LCD panel is still in a state of short supply. Peng Shuanglang, chairman of Youda, revealed that the panel supply is “very tight” at present, and now customers are urging customers to “greet” every day. < / P > < p > in order to meet the demand of downstream manufacturers, panel manufacturers are continuously releasing capacity. Zhao Jun, senior vice president of TCL Huaxing, pointed out that the current capacity of TCL Huaxing can only meet 80% of customers’ order demand, so capacity expansion is imperative. According to the reporter of Jiwei network, TCL Huaxing T6 production line has carried out two actions to increase production capacity. < / P > < p > similarly, BOE, CLP panda and other manufacturers are also accelerating the improvement of LCD panel production capacity. Chen Yanshun, chairman of BOE, pointed out that BOE Hefei 10.5 generation line and Wuhan 10.5 generation line are making every effort to improve production capacity. In July, more than 130 K films were put into Hefei 10.5 generation line, and more than 30 K pieces were put into Wuhan 10.5 generation line. According to a source told jiwei.com, the current monthly production capacity of Chengdu CLP panda 8.6 generation line is 120K, and it is in the process of sprint with a monthly production capacity of 130K. According to Gao Wenbao, CEO of BOE EVP and display and sensor business group, the price of LCD panel will continue to rise in the fourth quarter, because the market gap and the upgrading of demand are still very strong. However, the price increase of TV LCD panel has narrowed in September, and the price of TV LCD panel may tend to be stable in October after the downstream manufacturers have finished stocking. Zhao Jun, senior vice president of TCL China Star, said that the situation of tight supply and rising price of LCD TV panel will remain until the third quarter of this year, and the situation of tight supply is expected to ease in the last four quarters. < / P > < p > TV prices will also adjust accordingly with the price trend of LCD panel, so the TV price rise may last until October at the latest. After entering November, TV manufacturers will reduce prices and promote sales during “double 11” and “Black Friday”. However, after the price increase, the TV price is still at a high level, “the lowest price of 55 inch TV is 1100 yuan” will never return, and the promotion price of TV manufacturers will be higher than 618 in the same period of last year or the first half of last year. Therefore, the TV market may continue to maintain a year-on-year decline in the fourth quarter. At that time, in order to control the inventory level, TV manufacturers may reduce the purchase demand for TV LCD panel, and the price of TV LCD panel will enter a new round of adjustment period, and even decline. (proofread / Kuang Weijun) < A= https://ibmwl.com/wpautoterms/privacy-policy/ target=_ blank>Privacy Policy