Last year's peak season is not prosperous this year, the panel is still afraid of overcapacity

Panel manufacturers have gone through the year of "the season is not busy, the off-season is very weak", terminal sales can not be stimulated, facing China's production capacity continues to open, supply and demand imbalance situation has no solution, the quotation continues to drop, the overall sales are not as expected. Looking forward to this year, WitsView estimates that LCD TV shipments in 2016 will be 222 million units, an increase of 3.3%.
Panel maker AUO (2409) believes that the annual growth rate of global panel area demand will be 4% to 6% this year, and the annual growth rate of supply will be 5% to 7%. This year, the panel industry will still have the risk of overcapacity. LCD TV shipments may be flat.

According to the WitsView report, the total shipment of LCD TVs in the world was 215 million units in 2015, with an annual decline of 0.6%. This is the year after the growth of LCD TVs in 2013.

Lin Shushun, research manager of WitsView, said that 2016 will be a mixed year. The US Federal Reserve announced that it will raise interest rates. The impact on weak currencies will continue to expand, which will affect purchasing power. I am afraid that it will be the biggest worry in TV shipments in 2016. On the other hand, the recent decline in panel prices will help to make a profit. For example, the brand factory will reflect the price difference on the selling price, which is expected to drive a new wave of buying in the peak season. The large-size TV is more affordable and helpful. Upgrade requirements for small size and large size. WitsView estimates that LCD TV shipments in 2016 will be 222 million units, an annual growth of 3.3%.

Faced with the operational challenges of the panel industry, AUO said that the company will establish imitation barriers. AUO can't do the same thing as others, it will improve the barriers of the industry's imitating AUO, and achieve a true differentiation, so as to surpass the peers. To achieve profit. In addition, due to the high homogeneity of the bulk standard, the price has been irrational competition, AUO will launch a cost-effective product, launching cost-effective products for different market layouts, and winning with diversification and customization.