All along, NPD DisplaySearch has been tracking the shipments of LCD panel panels shipped by major panel makers to mainland Chinese manufacturers, and has published it on the MarketWise-LCD Industry Dynamics report of the NPD DisplaySearch.
Since 2011, mainland China has surpassed North America and Western Europe to become the largest single-market LCD TV in the world. In this largest single market, the top six local companies such as Hisense, TCL, Skyworth, Changhong, Konka and Haier almost monopolized the market. Therefore, it is very important to regularly track the shipments of panel makers to mainland Chinese mainland leaders. Due to the long supply chain, local manufacturers will prepare enough panels to meet the needs of traditional LCD TVs such as National Day, New Year, and Spring Festival.
In the recently released MarketWise-LCD Industry Dynamics, NPD DisplaySearch expects panel makers to ship TV brands from mainland China in January 2012 after completing the sales of New Year and Spring Festival. Obvious decline, the brand manufacturers' demand for LCD TV panels will have a significant decline, in order to effectively control the inventory level.
Zhang Bing, director of market research for NPD DisplaySearch in China, said: “With weak demand in developed markets in Europe and America, oversupply of products, and low panel prices, domestic brand manufacturers tend to be rational and even more conservative in their stocking season. In order to ensure the brand manufacturers' timely response to the market and to avoid possible price drop risks. If the actual demand is higher than expected, the demand for the panel and the replenishment in the later period will be stronger."
The following is our analysis of the recent demand situation of the Chinese mainland panel:
After mainland manufacturers completed the shipment of demand for the National Day Golden Week sales season in September, panel makers shipped 3.94 million pieces to mainland brand manufacturers in October, a decrease of 7% from September and a slight decrease of 2% from the previous forecast. However, relative to the remaining two months of 2011, panel makers’ target shipments to mainland Chinese manufacturers remain very positive.
Observing the shipment estimates for November and December, the overall panel shipments increased by 10% and 4%, respectively, from the previous forecast. Among them, Chimei Innolux's shipment target is the most positive, which is 65% higher than previous forecast.
In terms of total LCD TV panel shipments, shipments to mainland Chinese manufacturers in November are expected to increase by 24% from the previous month, and from December to November by 5%. By January 2012, the number of panel shipments will increase. It fell sharply to less than 3 million tablets, down from 36% in December.
The good sales of the National Day Golden Week and the wave of consumer surges brought by consumers to actively purchase before the end of November home appliances to the countryside policy ended, and the 2012 Lunar New Year earlier than this year, these factors have inspired the brand The manufacturers increased their stocking at the end of the year. Therefore, the demand for panel will be significantly higher than the same period of last year at the end of this year.
After the National Day Golden Week, the LCD TV inventory levels of major brand manufacturers all returned to normal levels of 4-5 weeks. However, relatively speaking, brand manufacturers for the upcoming New Year and Spring Festival season sales ahead of replenishment power is not very strong, which is related to the current supply and demand status, panel prices and brand manufacturers strategies have a great relationship.
Chi Mei Power continued to be the leading manufacturer of domestic LCD TV panels for domestic brands. In November, shipments of LCD TV panels were almost the same as the highest panel shipments in July this year, which shows that Chi Mei Power maintains its leading position in the Chinese mainland panel market. In addition to developing new dimensions, Taiwanese panel makers have also launched low- and medium-level direct-lit LED and CCFL backlight panels for the mainland market. The two Korean manufacturers, Samsung and LG Display, have also shifted their strategic focus to Chinese mainland manufacturers and launched them at the same time. The thick LED backlight panel is expected to result in a new wave of retail price wars in the Chinese market. With the mainland's mainland panel maker BOE, China Star Optoelectronics and Nanjing Zhongdian Panda have both entered the mass production phase of TV panels, and the rankings of Chinese mainland market panel makers may also change next year.
The NPD DisplaySearch MarketWise–LCD Market Dynamics Report report analyzes the entire supply chain of large-size LCD TVs from the parts to the end market, providing a clear and accurate monthly industry update and market analysis. The report updates panel, brand, production capacity, output and price information every month.
Since 2011, mainland China has surpassed North America and Western Europe to become the largest single-market LCD TV in the world. In this largest single market, the top six local companies such as Hisense, TCL, Skyworth, Changhong, Konka and Haier almost monopolized the market. Therefore, it is very important to regularly track the shipments of panel makers to mainland Chinese mainland leaders. Due to the long supply chain, local manufacturers will prepare enough panels to meet the needs of traditional LCD TVs such as National Day, New Year, and Spring Festival.
In the recently released MarketWise-LCD Industry Dynamics, NPD DisplaySearch expects panel makers to ship TV brands from mainland China in January 2012 after completing the sales of New Year and Spring Festival. Obvious decline, the brand manufacturers' demand for LCD TV panels will have a significant decline, in order to effectively control the inventory level.
Zhang Bing, director of market research for NPD DisplaySearch in China, said: “With weak demand in developed markets in Europe and America, oversupply of products, and low panel prices, domestic brand manufacturers tend to be rational and even more conservative in their stocking season. In order to ensure the brand manufacturers' timely response to the market and to avoid possible price drop risks. If the actual demand is higher than expected, the demand for the panel and the replenishment in the later period will be stronger."
The following is our analysis of the recent demand situation of the Chinese mainland panel:
After mainland manufacturers completed the shipment of demand for the National Day Golden Week sales season in September, panel makers shipped 3.94 million pieces to mainland brand manufacturers in October, a decrease of 7% from September and a slight decrease of 2% from the previous forecast. However, relative to the remaining two months of 2011, panel makers’ target shipments to mainland Chinese manufacturers remain very positive.
Observing the shipment estimates for November and December, the overall panel shipments increased by 10% and 4%, respectively, from the previous forecast. Among them, Chimei Innolux's shipment target is the most positive, which is 65% higher than previous forecast.
In terms of total LCD TV panel shipments, shipments to mainland Chinese manufacturers in November are expected to increase by 24% from the previous month, and from December to November by 5%. By January 2012, the number of panel shipments will increase. It fell sharply to less than 3 million tablets, down from 36% in December.
The good sales of the National Day Golden Week and the wave of consumer surges brought by consumers to actively purchase before the end of November home appliances to the countryside policy ended, and the 2012 Lunar New Year earlier than this year, these factors have inspired the brand The manufacturers increased their stocking at the end of the year. Therefore, the demand for panel will be significantly higher than the same period of last year at the end of this year.
After the National Day Golden Week, the LCD TV inventory levels of major brand manufacturers all returned to normal levels of 4-5 weeks. However, relatively speaking, brand manufacturers for the upcoming New Year and Spring Festival season sales ahead of replenishment power is not very strong, which is related to the current supply and demand status, panel prices and brand manufacturers strategies have a great relationship.
Chi Mei Power continued to be the leading manufacturer of domestic LCD TV panels for domestic brands. In November, shipments of LCD TV panels were almost the same as the highest panel shipments in July this year, which shows that Chi Mei Power maintains its leading position in the Chinese mainland panel market. In addition to developing new dimensions, Taiwanese panel makers have also launched low- and medium-level direct-lit LED and CCFL backlight panels for the mainland market. The two Korean manufacturers, Samsung and LG Display, have also shifted their strategic focus to Chinese mainland manufacturers and launched them at the same time. The thick LED backlight panel is expected to result in a new wave of retail price wars in the Chinese market. With the mainland's mainland panel maker BOE, China Star Optoelectronics and Nanjing Zhongdian Panda have both entered the mass production phase of TV panels, and the rankings of Chinese mainland market panel makers may also change next year.
The NPD DisplaySearch MarketWise–LCD Market Dynamics Report report analyzes the entire supply chain of large-size LCD TVs from the parts to the end market, providing a clear and accurate monthly industry update and market analysis. The report updates panel, brand, production capacity, output and price information every month.
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