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光連 : 光電產業及技術情報

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篇名 LCD價格緩跌韓國電視巨頭採取不同的電視發布策略
卷期 149
作者 林政賢
頁次 034-037
關鍵字 LCDOLEDTVSamsungLG
出刊日期 202005

中文摘要

在第一季LCD面板價格對LCD面板廠商來說,隨著疫情在全球蔓延,面板拉貨動能減緩,使面板價格反轉,第一季面板出貨成長動能也跟著減弱。光電協進會產業分析師林政賢指出,2020年第一季小尺寸的LCD面板的價格,季跌幅約10%左右,其中手機用的5.5吋、7吋面板的分別跌幅約11%及9%,主要是因為全球手機市場的成長已趨緩,加上使用OLED面板的比率愈來愈高,也進一步蠶食了LCD面板的市場,預估今年使用OLED面板的手機數量比例會超過50%,這將會對手機用的LCD面板的價格進一步形成壓力。進一步指出,整體而言對於2020年小尺寸LCD面板的價格預估仍會有雙位數的跌幅,但仍須關注中國廠新LCD投產狀況,供需市場能否回穩,使價格恢復健康水準。

英文摘要

In the first quarter of 2020, LCD panel prices dropped and the momentum of panel shipments slowed as the epidemic spread globally, which reversed panel prices, and also weakened the growth of panel shipments. PIDA pointed out that the price of small-size LCD panels fell 10% in the first quarter of 2020. Among them, the prices of 5.5-inch and 7-inch mobile phone panels fell 11% and 9%, respectively. It is estimated that the proportion of mobile phones using OLED panels will exceed 50% this year. It will put further pressure on the price of LCD panels for mobile phones. It is further pointed out that overall, the price forecast for small-size LCD panels in 2020 will still have double-digit declines, but it is still necessary to pay attention to the production of new LCDs in Chinese factories, and whether the supply and demand market can stabilize and restore prices to healthy levels.

關鍵知識WIKI

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