with manufactures being slack in stocking in the first quarter and panel manufacturers adjusting production allocation strategies rapidly, according to the “supply demand model” of Sigmaintell, the supply/demand ration in the first quarter of 2018 will be 6.2%, showing a slight oversupply.
According to data of Global Television Manufacturer's Shipping Analysis Report from the Sigmaintell, the total shipments of the world's biggest 15 national TV manufacturers were 84 million 900 thousand, which grows 18.1% year on year.
According to Sigmaintell surveyed data, in Jan Y2018 TV set makers are positive to prepare material, and affected by China Spring Festival in Feb, partial demand will be advanced, price of TV panel will keep decreasing slightly.
About larger size, demand is recovering, but demand &supply still loose, it is estimated that the panel price decline of Jan will be less than $10.
According to forecast from Sigmaintell, shipment of TV panel in 2018 will be about 0.261 million sets. However, market requirement on panel with large size develops rapidly, which drives average size to increase 1.7 inch and the area of required panel grows 7.6% on year-on-year basis. Meanwhile, manufacturers of complete machine actively plan the overall arrangement of products with large size in 2018. The average size of complete TV set increases 1.5 inch to reach 44.8 inch.
According to the prediction of Sigmaintell, the volume of procurement in the fourth quarter of 2017 will increase by 6% over the same period. In the first quarter of 2018, it will continue to grow by about 10%.
It is the end of 2017, however, it is the beginning of tendency of full screen smartphone. Greatly affected by Samsung and Apple, full screen smartphone enters the market this year. And iPhone X, the first full screen smartphone of Apple, pushes the trend to reach another peak. This also indicates the start of the era of full screen smartphone. Therefore, it could say that 2017 is the first year of the era of full screen smartphone.
According to the latest data from the survey of Sigmaintell, the global shipment of full screen smart phone panels in 2017 has reached about 230 million, and the quantity of output in the second half year has contributed nearly 200 million pieces to the market.
The data of "Analysis Report of Global TV Foundry Shipments" from Sigmaintell showed that in November 2017, the shipments of the world's top 13 TV reached 9.02 million, which increased 19.2% compared with the same period of last year and was consistent with out forecast.
According to Sigmaintell’s data, in 2017, the sales volume of "11.11" in Mainland China reached 2.927 million sets, a substantial increase over the same period of the previous year. In particular, the positive sales promotion of 32" and 55" showed an obvious increase in sales volume.
Consequently, in the fourth quarter, OEMs showed a trend being significantly different with previous years, a large shipment in a slack season. According to Shipment Analysis of Global TV OEMs issued by Sigmaintell, the shipment of top 13 OEMs reached 9.43 million sets in October 2017, which increased by 19.7% year on year.
The Sell-in Quantity of Chinese Monitor in the Third Quarter Was about 8.6 Million Pcs with 5% Quarter-on-Quarter Growth
According to Sigmaintell data, the S/D ratio will be 7.2%, show oversupply in Q4'17. Most of the models show oversupply, and we forecast that LCD TV panel price will keep decline trend in Q4'17.
CTP adoption ratio of Global auto-display in Y2017 will be around 21%, YoY increase 75%.
According to Sigmaintell forecast, CTP adoption ratio of Global auto-display in Y2017 will be around 21%, YoY increase 75%. The control way of Human-machine interface is changed to current touch control from initial push-button, and touch control is changed from RTP(Resistive Touch Panel) to more sensitive CTP(Capacitive Touch Panel).
Oct is still oversea peak season and last stock preparation for domestic“11.11”, affected by delivery time to oversea market, demand of panel is strong, and price decrease of partial size will get less.
Till the end of the second half of the year, domestic TV brands stock up continuously. Purchase quantity in the first two quarters is higher than the shipment quantity, the total inventories reach to 7.6 weeks and the inventory level is excessive (healthy inventory should be sustained within 6 weeks).
According to the Sigmaintell, stimulated by overseas peak season and China’s national day and “ 11.11” stock-up, the shipment of LCD TV across the world reached 23.01 million tablets in August ( excluding the number of OEM between panel manufacturer ), a sharp increase of 8.1% over the previous month, down 4.8% from a year earlier.
According to Sigmaintell’s statistics, thanks to an expanding production capacity and an improvement of yield in 2017, the shipment number of OLED TV display panels is expected to be 1.6 million around the world, with 0.6% permeability.
According to Sigmaintell’s survey, some elements led to a year-on-year decrease of 16% of China’s TV shipment in the first half year of 2017, with the market scale decreased by 4.26 million and a reducing number of 21.91 million in TV’s shipment in the first half year.
According to Sigmaintell’s survey, the supply and demand ratio in Q3'17 will be at 6.4%, and the supply and demand is loose.
According to Sigmaintell’s survey, in H1 Y2017, smartphone panel shipment was about 940Mpcs(based on glass), YoY increased by 1.5%. Among this, OLED Panel shipment was 200Mpcs, YoY increased by 12.6%.
