Source: Aiji Weibo Author: Zhang Jie

    According to MoneyDJ, the industry had previously expected a slight increase in resistance to panel pricing in June, mainly due to the approaching end of the second quarter and the changing global economy, leading to cautious and conservative customer attitudes when placing orders. But there are reports that the Taiwan factory is planning to comprehensively increase the prices of three major applications in June, including televisions, monitoring screens, and laptops.

    According to the report, in the case of price tension between the supply and demand sides, the actual settlement price in June may not be clear until after 618.

    Previously, due to the impact of the epidemic, the situation in Russia and Ukraine, and global inflation, the demand for television in 2022 significantly decreased, resulting in high inventory of LCD panels and a significant drop in prices. In the past few months, LCD panel manufacturers have shifted their focus to controlling production, selling inventory, and receiving urgent orders for entry-level models such as televisions and laptops by reducing crop yields. As a result, LCD panel prices have seen a comprehensive increase in April. Among them, in March, large-sized LCD panels increased by 5% compared to February, while small-sized LCD panels also increased by 3% year-on-year.

    As panel prices stop falling and turn up, Youda and Qunzhuang prices move towards profit levels. In addition, in the automotive field, Youda has won at least 70% to 80% of brand pre orders from the world‘s top ten car manufacturers, and has brought smart cockpit solutions with mobile phones; Qun Chuang Tong has a list of first tier car manufacturers such as Stella, BMW, Ford, Porsche, etc. The legal representative is optimistic, and the joint plan for panel double tiger car sales this year will reach NT $100 billion, reaching a new high.