In the second quarter of this year, the global LCD panel industry did not stop losses due to price increases.
“First Financial Daily†reporter learned from Samsung that Samsung Electronics has completely separated the panel business from July 1. The "Samsung Monitor" consisting of "3 in 1" has become a subsidiary of Samsung Group and Samsung Electronics, thereby gaining greater autonomy.
In the second quarter of this year, the global panel industry continued to suffer losses due to oversupply. In addition to Samsung’s profit of US$675 million, AUO and LGD lost US$352 million and US$23 million, respectively.
At present, the capacity utilization rate of Japanese LCD panel companies is about 60%, about 85% in Taiwan, and about 90% in South Korea.
Li Yaqin, Research Director of Quzhi Consulting Group, told the China Business News that the major panel companies did not generate optimistic forecasts because of panel price hikes in the second quarter. They are cautious about the second half of the year's forecasts and therefore have not raised their sales targets, nor are they on the supply side. Large-scale increase in investment.
Li Yaqin said that the second half of the year is the peak season, but because the color TV unit factory purchased a lot of panels in advance in June, July and August, the fourth quarter of the year will see a decrease in procurement. The Chinese government's subsidy program for energy-efficient home appliances, which began on June 1, is expected to have an effect in the first quarter of 2013. The industry is still waiting to see.
“First Financial Daily†reporter learned from Samsung that Samsung Electronics has completely separated the panel business from July 1. The "Samsung Monitor" consisting of "3 in 1" has become a subsidiary of Samsung Group and Samsung Electronics, thereby gaining greater autonomy.
In the second quarter of this year, the global panel industry continued to suffer losses due to oversupply. In addition to Samsung’s profit of US$675 million, AUO and LGD lost US$352 million and US$23 million, respectively.
At present, the capacity utilization rate of Japanese LCD panel companies is about 60%, about 85% in Taiwan, and about 90% in South Korea.
Li Yaqin, Research Director of Quzhi Consulting Group, told the China Business News that the major panel companies did not generate optimistic forecasts because of panel price hikes in the second quarter. They are cautious about the second half of the year's forecasts and therefore have not raised their sales targets, nor are they on the supply side. Large-scale increase in investment.
Li Yaqin said that the second half of the year is the peak season, but because the color TV unit factory purchased a lot of panels in advance in June, July and August, the fourth quarter of the year will see a decrease in procurement. The Chinese government's subsidy program for energy-efficient home appliances, which began on June 1, is expected to have an effect in the first quarter of 2013. The industry is still waiting to see.
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