Production Costs of Large-Size Panels to Drop by Only 1~1.5% QoQ in 3Q18 Due to Tight Supply of Components

发布时间:2018-08-24 00:00
作者:Ameya360
来源:TrendForce
阅读量:784

According to the Large Size Panel Cost Breakdown, the latest report by WitsView, a division of TrendForce, the overall production costs of large-size panels are estimated to drop by 1~1.5% QoQ in 3Q18, less than 2~2.5% in 2Q. This is because the components of panels have a relatively limited price drop influenced by the tight supply. Moreover, the panel makers still face the amortization of equipment capital expenditure for new technologies including narrow-bezel, Mini LED and inkjet printing OLED.

Components like driver ICs and polarizers are in tight supply during the peak season

“As the new capacity of Chinese panel makers increases the demand for glass substrates, the glass manufacturers do not have enough capacity of cutting glass sheets for Gen 6 or more advanced fabs,” says Julian Lee, the assistant research manager of WitsView. The polarizers see a tight supply in 3Q18, as Nitto’s fab in Japan experienced discontinued production and transportation for several days due to the continual rain in July. Meanwhile, other polarizer manufacturers have been unable to increase the supply, since their production lines have already been operated with a full availability during the peak season. However, the tight supply of glass substrates and polarizers is expected to be eased in the fourth quarter.

The supply of driver ICs has also been insufficient in 1H18 due to the foundries’ adjustment in wafer starts. The undersupply has become more severe in the traditional peak season, and is expected to continue to the fourth quarter. Meanwhile, the capacity for testing and packaging, as well as Film (COF) also faces an undersupply, as TDDI solutions for smartphones see higher demand and the production of new iPhones is scheduled in the short term.

In addition, it is difficult for panel makers to bargain with backlight module suppliers, because the prices of backlight module components, such as optical coatings and LEDs, have reached almost the lowest level.

Rebounding panel prices may improve the profitability of panel makers

The TV panel prices have already rebounded since July, although the cost reduction of panels is lower than expected. IT panel prices have shown a flat trend or even a slight increase, which may improve the profitability of panel makers. For example, the cash cost of 32-inch TV panel is about US$43~44/piece, but the quote for it has rebounded higher than that in the third quarter. Similarly, the cash cost of 65-inch panel is about US$210~ 220/piece, of which the quote is at least US$230~240/piece in the third quarter. Overall, the profitability of most panel makers in 3Q18 is expected to be better than in 2Q.

(备注:文章来源于网络,信息仅供参考,不代表本网站观点,如有侵权请联系删除!)

在线留言询价

相关阅读
Sensors for Smart Technology Applications Reaching 8 Billion Units in 2020
Chip Sales Growth Slows
China’s semiconductor fab capacity to reach 20% worldwide share in 2020
The China IC Ecosystem Report, a comprehensive report for the IC manufacturing supply chain, reveals that front-end fab capacity in China will grow to account for 16 percent of the world’s semiconductor fab capacity this year, a share that will increase to 20 percent by the end of 2020. With the rapid growth, China will top the rest of the world in fab investment in 2020 with more than $20 billion in spending, driven by memory and foundry projects funded by both multinational and domestic companies, according to the new report released today by SEMI.The report also shows that IC Design remained the largest semiconductor sector in China for the second year in a row with $31.9 billion in revenue in 2017, widening its lead over the long-dominant IC Packaging and Test sector. The ascent of China’s IC Design sector comes as the region’s equipment market is expected to claim the top spot in 2020 for the first time on the strength of the continuing development of its domestic manufacturing capability. China’s maturing domestic fab sector is also benefiting domestic equipment and materials suppliers. Both groups continue to see gains in their product offerings and capabilities, particularly in silicon wafer production. The China IC Ecosystem Report is produced by SEMI, the global industry association and provider of independent electronics market research.The more than RMB140 billion (US$21.5 billion) accumulated by the National IC Fund, a critical component of the 2014 National Guideline to address China’s semiconductor trade deficit, has spurred rapid gains throughout the region’s IC supply chain. Semiconductors are China’s largest import by revenue. Phase 2 of funding aims to raise another RMB150-200 billion ($23.0-$30.0 billion).Encouraged by the National Guideline and favorable policies, skilled overseas talent is returning to China, triggering an explosion of domestic IC Design start-ups that are benefiting from access to investment and favorable policies, the report shows.Other highlights from The China IC Ecosystem Report include:Currently 25 new fab construction projects are underway or planned in China. 17 – 300 mm fabs are being tracked as part of this investment and expansion activity. Foundry, DRAM and 3D NAND are the leading segments for fab investment and new capacity in China.China’s IC Packaging and Test industry is also moving up the value chain by enhancing its technology offerings through mergers and acquisitions and building advanced capabilities to entice international integrated device manufacturers.China’s IC materials market, currently dominated by Packaging materials, became the second largest regional market for materials in 2016, a position it solidified in 2017. China’s materials market is expected to grow at a 10 percent CAGR from 2015 to 2019, driven primarily by the region’s new fab capacity ramp in the coming years. Fab capacity will expand at a 14 percent CAGR during that period.
2018-09-05 00:00 阅读量:1127
  • 一周热料
  • 紧缺物料秒杀
型号 品牌 询价
CDZVT2R20B ROHM Semiconductor
BD71847AMWV-E2 ROHM Semiconductor
RB751G-40T2R ROHM Semiconductor
TL431ACLPR Texas Instruments
MC33074DR2G onsemi
型号 品牌 抢购
TPS63050YFFR Texas Instruments
BU33JA2MNVX-CTL ROHM Semiconductor
BP3621 ROHM Semiconductor
IPZ40N04S5L4R8ATMA1 Infineon Technologies
STM32F429IGT6 STMicroelectronics
ESR03EZPJ151 ROHM Semiconductor
热门标签
ROHM
Aavid
Averlogic
开发板
SUSUMU
NXP
PCB
传感器
半导体
相关百科
关于我们
AMEYA360微信服务号 AMEYA360微信服务号
AMEYA360商城(www.ameya360.com)上线于2011年,现 有超过3500家优质供应商,收录600万种产品型号数据,100 多万种元器件库存可供选购,产品覆盖MCU+存储器+电源芯 片+IGBT+MOS管+运放+射频蓝牙+传感器+电阻电容电感+ 连接器等多个领域,平台主营业务涵盖电子元器件现货销售、 BOM配单及提供产品配套资料等,为广大客户提供一站式购 销服务。