The quotation of large-size panels will peak in November, after which the supply and demand of large-size panels will tend to balance

The supply and demand of large-size panel is approaching balance, and mini LED has become the focus of the market. Recently, the market believes that the quotation of large-size panels will peak in November and December, and then decline. Trendforce, a Global Market Research Institute, said today (16) that the supply and demand of large-size panels will approach balance, and the quotation may indeed approach the high point at the end of the year, but there is a high probability that the subsequent prices will remain flat or slow down. Even if they decline, the range will not be too large; However, it should also be noted that the current epidemic situation and the situation of customers pulling goods are not clear, and there are still large variables in the trend of panel prices, which need to be continuously observed.

Trendforce today held the "great forecast of Jibang Tuolong technology industry in 2021" at the International Conference Center of National Taiwan University Hospital. For the recent situation of the panel industry, trendforce pointed out that South Korea's SDC is not competitive with the capacity of land-based panel plants. It is determined to withdraw from the large-size LCD market, which will enable the land-based panel plants to account for nearly 60% of the capacity share, and the dominant situation will gradually take shape.

For novel coronavirus pneumonia, the sales of TV and pen sales have been increasing instead of the demand for new homes. The demand for hot TV has increased the third quarter TV's market by 30%. Looking forward to the fourth quarter, even if the panel quotation continues to rise, it is still expected that brand operators will continue to buy panels and build inventory to face the treacherous market changes.

Trendforce pointed out that next year, the supply and demand of large-size panels will rise from 0.8% tight this year to 2.8% close to equilibrium. The momentum of price rise will depend on the epidemic situation and customer shipments, and there are still many variables; In addition, the U.S. - China trade war continues to heat up. Huawei ban and other events are accompanied by the reorganization of mobile phone panel supply chain, the growth and decline of panel technology demand, and the expansion of tddi supply gap. It is estimated that the penetration rate of OLED in the mobile phone market this year will be 33% and will rise sharply to 38% in 2021, challenging the market share of LCD camp.

For the recent quite popular chromebook products, trendforce pointed out that chromebook shipments had an annual growth rate of more than 40% last year, and a five-year growth rate driven by the epidemic this year. Analysts are optimistic that chromebook will continue to expand its education markets in Japan, Europe, America and other places this year, and have great prospects in emerging markets such as Brazil next year. The boom of chromebook is expected to continue next year.

For the mini led with high expectations in the market, analysts pointed out that in the past, due to the lack of investment in large brands, the trend was relatively unstable, but next year, it is expected to develop driven by new products from large manufacturers such as apple and Samsung, which is also a major focus of the market next year.