The macro-environment continues to deteriorate in Q2, and the end market demand is low so the upstream and downstream of the supply chain is difficult to get rid of the pessimism in the short term. TV set makers' confidence in the panel preparation suffered a heavy blow, and the brand procurement demand in Q2 was continuously revised downward to the historical low of nearly ten years. The Chinese market is affected by the epidemic, and the residents' consumption power is impacted, although the e-commerce platforms have opened 618 pre-sale and price attractions, the actual TV product demand-pull is relatively limited; the North American market itself is in the TV product sales off-season, high inflation obviously suppressed TV demand, retail performance is still dismal; Russia and Ukraine war intensifies, inflation continues, the European market demand is still sluggish. The Emerging countries under the pressure of the hikes in the interest rate, currency devaluation, and high inflation, the economy and demand are difficult to recover. Overall, the brand makers' panel procurement demand continues to shrink, the second-line market wait-and-see willingness is strong, and the panel preparation demand is weak. Therefore, panel shipments ushered a high level of decline in April, according to Sigmaintell's data, the global LCD TV panel shipments were 20.53Mpcs in April, which decreased 7.2% YoY, 14.1% MoM; shipping area reached 12.85 M㎡, which decreased 9.3% YoY, 13.2% MoM.
BOE
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CSOT
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CHOT
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Innolux
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AUO
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LGD
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Sharp
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