The global macro environment situation did not improve in May. War, inflation, and epidemic continued to affect the recovery of the global economy and TV demand. The global LCD TV panel market supply and demand continued to oversupply, each size panel price had broken through the cash cost and maintained a downward trend. Panel makers' operations are facing enormous pressure nowadays.
On the demand side, the terminal demand is weak, brand stock confidence turned into extreme pessimism, and panel demand hit a new low of nearly a decade in Q2. China's promotion season "618" has entered the warm-up phase, the major e-commerce platforms will start pre-sale activities at the end of the month, and the brand with the low-cost panel cost support is expected to terminal promotion efforts, but under the influence of low consumer purchasing power, actual sales are afraid that it is difficult to expect growth. Demand overdraft and increased inflation continue to suppress the recovery of the North American market's demand; In the shadow of the Russian-Ukrainian war and secondary effects, the European market's terminal demand continues to decline. The terminal market downturn, brought by negative sentiment, is difficult to dissipate in the short term, and the brand procurement strategy continues to tighten. According to Sigmaintell's research, the total panel demand for global Top10 brands in Q2 will fall by about 25% YoY, and the panel demand's depth will contract more than expected.
On the supply side,
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According to Sigmaintell's forecast,
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