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LGD Returns To Work

LGD Returns To Work

Jul 04, 2017

Affected by an event, LGD has gradually returned to work, the stop line is less than one week, the loss of actual capacity is less than 30 thousand substrates, it has little effect on the global panel of supply and demand, making the TV panel prices will decline slightly in July, and the profit of AUO and Innolux will be affected slightly, still remains at relatively high grade.

Xie Qinyi, general manager of IHS display think, the purchase panel of mainland and Korea brand will gradually warm, there is a chance to stop declining for the panel price at the end of July. However, the panel price has been in high-grade, estimates panel prices will be flat in August, September, October, panel factory will have profit for the third quarter.
WitsView previously estimated that, in the P8-1 lost two weeks and four weeks of production capacity, the third quarter panel oversupply ratio will be reduced from the original 4% to 3.4% of the loss of two weeks, and 2.8% of the loss of four weeks.