OEM decline, production reduction production announcement announced that low -priced failure color T

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In the past few decades of development, perhaps we have experienced a crisis caused by lack of supply, and we have experienced the industrial impact brought about by the price war. Similarly, we have also beaten through the reality of consumption. Fortunately, when these situations are repeatedly encountered, the market can always use this to "maintain stability" with the help of others, and finally spend time through time in exchange for space.

However, this time, the market situation is indeed a bit bad. The epidemic stemmed from a measure, which is aggravated from the abnormal production and sales chain that becomes extremely fragile after being destroyed, and the desire to improve for a long time ... It seems to coincide. In love.

Recently, the report released by Discien has shown that the industry is not optimistic, and the trend of the decline of the panel has not been eased. In addition to the large manufacturer's reduction of production to cope with the current dilemma, it takes time to verify whether the method can work.

In the words of Discien, the panel industry has entered a long-term downward channel. Based on the brand reduction of inventory pressure and consideration of improving profitability, SIO takes the lead in starting from April to 10-15K/m investment film; LGD The Guangzhou plant began to reduce 20K/m investment in May. P7 plans to shrink the production capacity to 100K/m from June; it has been determined that the exit SDC will be officially suspended in late May.

But even so, there is still uncertainty if it can bottom out in the future. The production reduction measures in June were only tentative. Q3 saw the true chapter. After reaching a consensus and unified production reduction in the Q3 mainland panel factory, the price is expected to usher in an inflection point in September to October. In exchange for the final light, the layout of the pattern is the ultimate break.

The hopes of the industry on the vocabulary that is allowed to reshape the four seas of all seas seems to reveal that it is helpless to the current industry's severe nature. As a research institution, the forecast cycle is what it was originally good at, but now it loses the basis of judgment on the timing and form of the industrial rebound. The main reason is that the current consumption situation is not optimistic.

Affected by the epidemic, global consumption continued to cool down, and the enthusiasm for shopping was reduced to freezing points, and the color TV market that completed several popular color TVs was even more so. The balance of stock games in the current downturn will definitely be inclined and cautious.

Another data that exacerbates the downturn is also from Discien. According to the "Monthly Data Report of the Global TV foundry Shipping", the overall shipment of the global TOP19 foundry in May fell by 1.0%year -on -year and a decrease of 2.7%month -on -month. Although the same period last year, and the continuous decline of panel prices, theoretically, it is more conducive to solid orders in theory. However, due to the continued downturn in the North American market and domestic brands are not active in promotions of "618", the overall shipment in May has declined year -on -year; It shows a two -month decline in a consecutive month.

This will directly weld the labels such as the downturn and emotional weakness of consumption and emotional weakness. Even in the past few years, the bargaining chips that can gain market attention through low -cost promotion have gradually lost the market effect. It can be seen how sluggish the current market is!

This downturn covering the entire industry chain is exerting its destructive effect and does not mean to stop at all. The practice of collecting high -end large -screen high -end large screens in color TV companies in the past two years seems to bring a breeze to the Duoyu industry, but the deadlock in the recent period also implies that the high -end transformation is not easy. More repeated than the past.

The color TV industry is in a sensitive moment without transformation, and the transformation is extremely difficult. At this stage, regaining the price war to conduct a melee. The proportion of expected and input -output is serious and uncoordinated.

To be precise, there is no major opportunity in the current market, but risks are ubiquitous, so companies need to take full patience and vigilance. They must maintain their own marketing systems relatively stable. After all, at this stage, Wanquan Zhiyuan is much more realistic and reliable than the limited increase. From this perspective, due to the downturn of the sales chain, the process of the overall transformation of the color TV will be delayed.

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