Investors should be cautious when the price of the

The price of LCD panel changes greatly, and investors should be cautious.

Lu Renbo, Deputy Secretary General of China E-Commerce Association, said that by 2013, there are few high-generation lines invested and constructed at home that can really recover their costs. VOC Control of interior parts has become a challenge for the host machine manufacturers and interior parts industry, not to mention Sharp's 10th generation line has been ahead

whether it is the high generation line that cannot be put into mass production until two years later, or the BOE Hefei 6th generation line that is expected to achieve mass production next October, there is no escape from the rise and fall in the price of LCD panels

Lu Renbo, Deputy Secretary General of China E-Commerce Association, said that by 2013, few high-generation lines invested and constructed at home can really recover their costs, not to mention Sharp's 10th generation line has been ahead

what is more serious is the downward trend of LCD panel prices. The author learned from DisplaySearch that after the panel prices fell all the way last year, many LCD panels, including Qimei and Youda, promoted the demonstration and utilization of additive manufacturing technology in key areas such as industrial manufacturing, culture, medical treatment and education, and the production giants have reduced the production capacity of LCD panels in order to reverse the downward trend of LCD panels

, the price of 32 inch LCD panel once fell to $130 (about 885 yuan) Fortunately, in February this year, the LCD panel price began to rebound from the bottom. In the past half a year, the panel price has continued to rise by US dollars per month. By late September this year, the 32 inch LCD panel price has risen to US $215 (about 1460 yuan), an increase of 65% compared with the low US $130 However, the good times did not last long. Since October, the price of LCD panel has turned down again. As of the latest data on November 20, the price of 32 inch LCD panel has fallen to $206 (about 1400 yuan). At the same time, the price of 26 inch, 37 Inch, 42 inch and 46 inch LCD panel has also fallen

"the rapid decline in panel prices from the end of 2008 to the spring of 2009 further promoted the unexpected expansion of market demand. In particular, the additional demand from China (the new demand stimulated by the two new policies of home appliances to the countryside and home appliances trade in) is very strong, which has prompted major panel manufacturers to launch their 2010 capacity expansion plans." Charles, vice president of manufacturing industry research at DisplaySearch? Annis pointed out Obviously, the capacity competition among major panel manufacturers has also stimulated the decline of LCD panel prices

at the same time, the continuous increase in the supply of upstream glass substrates has also reduced the price of glass substrates to a certain extent, thereby intensifying the downward adjustment of LCD panel prices DisplaySearch Xie qinyi pointed out that during the global LCD panel production reduction tide in 2008, glass substrate manufacturers including Corning and Asahi have shut down more than one-third of the furnaces However, with the recovery of the market, these glass substrate furnaces are also gradually recovering, and basically recovered in August this year

in addition, from the perspective of the demand of color TV manufacturers, after the peak sales season of color TV sets in October, the global sales of LCD TVs will gradually enter a rest period to strengthen dust control, and this rest period will continue until the end of this year to the beginning of next year, and the price of LCD panels will fall again

"in the long run, not only the price of LCD TV products will go down, but also the price of LCD panels should go down as a whole." Lu Renbo, Deputy Secretary General of China E-Commerce Association, told South According to this idea, by 2013, there are few high-generation lines invested and constructed at home that can really recover their costs, not to mention Sharp's 10th generation line is far ahead