Crowd Intelligence Consultation: "Matthew Effect" and "On-Demand Production" resonate on the supply side, LCD TV panel prices may see moderate but more frequent fluctuations.

According to the "Supply and Demand Model" calculation by Sigmaintell, the global LCD TV panel market's supply-demand ratio (in terms of area) in the third quarter is 5.6%, with a slightly loose balance between supply and demand. TV panel prices experienced a rebound in July due to the game between supply and demand, but with panel demand gradually recovering, it is expected that the decline will gradually stop starting in August. At the same time, due to the resonance of the "Matthew Effect" and "on-demand production" on the supply side, LCD TV panel prices may see moderate but more frequent fluctuations. The performance of various sizes is as follows: 32", demand pressure and high inventory in the small size segment, with an expected average price decrease of 2 USD in July. 50", supply is dispersed and demand recovery is limited, with an expected average price decrease of 5 USD in July. 55", supply is becoming more concentrated and demand is diverging, with an expected average price decrease of 5 USD in July. In terms of large sizes, the overdrawn demand is affecting brand procurement strategies, which remain conservative, with an expected average price decrease of 5 USD in July. In the third quarter, panel demand and capacity supply are both showing a moderate recovery, leading to a slightly loose balance between supply and demand in the global LCD TV panel market. On the demand side, the second half of the year is the peak season for promotions, and panel demand is expected to gradually recover in the third quarter. Inventory pressure for whole machine manufacturers eased at the end of the second quarter, and with brands still competing for market share in the promotional season, brand procurement in the third quarter is supported to increase compared to the previous quarter, but the weak end market and profitability pressure may limit the strength of demand recovery. In addition, there is also a release of restocking demand in the contract manufacturing market. On the supply side, panel manufacturers are flexibly adjusting production to balance supply and demand, resulting in a utilization rate of less than 85% in the third quarter.