In early July, the price decline of LCD panels narrowed, and BOE OLED was accused of passing iPhone14 certification

21st Century Business Herald reporter Zhang Sainan interns Zhang Xinyu Shanghai report

The LCD panel, which has been down for nearly a year, has finally ushered in some positive signals.

The panel quotation released by Jibang Technology recently showed that the price of each size panel fell, and the 65 -inch TV panel fell slightly.

Fan Boyu, deputy president of TREND Force Research, said that the overall demand for television is still weak, but almost all panels have fallen below the cash cost. In addition, the surface plate factories have begun to regulate production capacity. It is expected that the decline in size below 55 inches will significantly converge.

This is undoubtedly a good news for the long -lasting panel faucet. On July 7, BOE A (000725.SZ) closed up 1.81%, and TCL Technology (000100.SZ) closed up 4.57%. Since May, the stock price of the two companies has rebounded.

BOE OLED business has also made new progress. The media quoted a number of suppliers. The BOE AMOLED panel has passed Apple's iPhone 14 certification to ship the OLED panel of the iPhone 14 standard mobile phone. But the news has not yet been officially confirmed by the company.

LCD price decline narrowing

Since the third quarter of 2021, the price of liquid crystal panels has continued to reduce, and some panel prices have been cut in the second quarter of 2022. As of now, the price of LCD panel has been declining for more than 10 months. Just in June, the price of LCD panels still declined.

According to the customer offer in early July, the average price of 65 -inch TV panels is $ 124, the average price of 55 -inch TV panel is $ 89, the average price of 43 -inch tablets is $ 55, and the average price per 32 -inch tablet is $ 28. Only 65 inches decreased by $ 3, and the others were generally the same.

In terms of display panels on the table, the average price of 27 inches per piece was US $ 70.7, the average price of 23.8 inches was $ 58.1, and the average price of 21.5 inches per piece was $ 45.8, and each size fell at $ 1-1.5.

In the laptop panel, the average price of 17.3 inches is $ 42, the average price of 15.6 inches is 47.6 US dollars, the average price of 14 inches is $ 30.1, and the 11.6-inch 25.1 US dollars, each size declines at $ 0.8-1.

Fan Boyu pointed out that there are still some emerging market demand support at 32 -inch. In addition, the price is located at the bottom, and the decline is not obvious. It is the first to stop the decline with the earliest 50 -inch of 50 inches below the cash cost. As for other sizes such as 43-inch and 55-inch, it is expected to fall by about 1-2 US dollars; large-scale TV panel parts are reduced due to major brand customers, causing a certain amount of inventory pressure on the panel factory. The US dollar, 75-inch is expected to fall by 10-12 US dollars.

The continued decline in panel prices has caused widespread market attention. On the interactive platform, many investors have recently asked BOE and TCL technology: how to avoid falling into the price war and extend the LCD life cycle.

TCL Technology recently replied that TCL Huaxing will reinforce LCD's medium -sized business through T9 investment and establishment of LCD, and the competitiveness of business portfolio will be effectively enhanced. LTPS production line.

According to the 21st Century Business Herald reporter previously reported that Samsung, LG and many domestic panel manufacturers have announced their respective production reduction plans to promote the price reversal of panel.

From the current situation, the inflection point is expected to usher in the second half of the year.

BOE stated that "the price of LCD TV products continued to undergo pressure in the second quarter, continued to approach the historical low, and it is expected to clear the industry's backward production capacity. The price of LCD IT products continued to be adjusted in the second quarter. , The release of new products and other aspects, demand is expected to improve, product prices will have the opportunity to usher in a structural rebound. "

BOE OLED is rumored to pass iPhone14 certification

On the one hand, the price of LCD is expected to stop falling. On the other hand, BOE OLED is accused of passing Apple's iPhone14 certification.

Earlier, it was rumored that BOE was a problem with the design modification of the iPhone 13 OLED panel or was kicked out of the Apple supply chain. BOE has passed the iPhone 14 certification this time, and it will also prove the company's supply capacity.

In response to this, the 21st Century Economic Herald reporters called BOE as investors, saying that "no response to specific customers' supply."

However, some people in the industry chain told reporters that "BOE has passed certification."

Showing the industrial research institution Lotu Technology recently issued a report saying that BOE received a notice from Apple's iPhone14OLED panel certification on Thursday (June 30), which will be put into mass production in July, and start batch in September. goods.

Loto Technology said Apple will purchase more than 90 million flexible OLED panels for the iPhone14 series models. The industry estimates that Samsung shows the supply of 60 million pieces, LG shows 25 million pieces, and BOE has the third place in supply, with at least 5 million pieces.

This is not the first time BOE has supplied iPhone.

In 2017, BOE began to appear on Apple suppliers, which continued to supply products such as iPad, MacBook, AppleWatch and other products.Until December 2020, BOE joined the supply of iPhone series smartphones for the first time to realize the 6.1 -inch panel shipments of iPhone12.Loto Technology data shows that in 2021, JD.com's OLED mobile phone panels shipped by Apple exceeded 16 million pieces.In the first half of 2022, it was affected by the shortage of the supply chip supply. It shipped 9.5 million OLED panels to Apple's iPhone13. Although it was lower than expected, it still increased by 66%year -on -year.Grow about 40%.

Recently, BOE said in the records of investor relations that in terms of flexible AMOLED, the company's shipments in the first quarter increased by nearly 50%year -on -year, and the market share continued to increase compared to the end of 2021. This business is one of the main growth points of future performance.In the field of smart phones, the company's flexible AMOLED products have basically completed the introduction of global mainstream brand customers. In the future, it will mainly be committed to achieving client coverage and continuously improving the company's client share.

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