The epidemic has hit the panel supply chain in China and South Korea, and mainland manufacturers have gradually achieved results

On March 19, according to CINNO Research’s monthly LCD TV LCD TV Panel shipment report, in February 2020, the global LCD TV panel shipments were 19.64 million units, a decrease of 5.1% from January 2020 and a decrease from February 2019. The month-on-month decline was 5.6%. Issues such as tight logistics resources and poor supply chain operations caused by the COVID-19 outbreak were one of the main reasons for the decline in LCD TV shipments in February.

Beginning at the end of 2019, the price of LCD TV panels gradually stopped falling and began to rebound. Due to the impact of the new crown epidemic on the supply chains of China and South Korea, the shortage of panel supply has been further exacerbated in the short term, which has contributed to the recovery of panel prices.

On the other hand, as the international epidemic continues to deteriorate, sports events that were originally considered to be critical to TV sales, such as the Champions League, European Cup, NBA, E3 2020, etc., have been cancelled or postponed one after another, and the Tokyo Olympics are also facing serious delays. Risks have added many variables to 2020, and the expected reduction in demand may be difficult to support the continued rise in panel prices.

With the gradual withdrawal of Korean companies from the LCD TV market and the gradual progress of new production capacity by Chinese mainland manufacturers, according to CINNO Research’s monthly LCD TV LCD TV panel shipment report, in terms of shipments, in February 2020, Chinese mainland panel manufacturers It has accounted for 59.4% of the total shipments, nearly 60%.

CSOT became the world’s largest LCD TV panel supplier for the first time with a share of 18.8%, BOE ranked second with a market share of 17.4%, and HKC’s shipments also grew rapidly, ranking third with a share of 13.4% , Innolux and Samsung Display SDC ranked 4-5 with 12.3% and 10.5% respectively.

According to CINNO Research’s monthly LCD TV LCD TV panel shipment report, in terms of shipment area, panel manufacturers in mainland China accounted for 56.6% of the total shipment area. CSOT also won the first place with a share of 19.6%, BOE BOE, Samsung Display SDC, CLP CEC (including Panda and Rainbow), and LG Display LGD ranked 18.7%, 12.6%, 10.8% and 10.2% respectively. 2nd to 5th place.

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