Polarizers, driver ICs, and glass substrates are out of stock. TV panels increase in March and April.

Polarizers, driver ICs, and glass substrates are out of stock, and TV panels have expanded in March and April. First half of the panel supply chain grab material sound constantly, Omdia monitor research studies Hsieh, director, polarizers, driver IC, the first half of the glass substrate shortage obscure, especially in mainland China panel makers more huge impact, the impact of TV panel supply expected The growth of TV panels in March and April expanded further, and the shortage of materials is expected to be improved in the second half of the year.

Last year's panel demand rebounded, leading to a shortage of driver ICs. In the first half of this year, supply chain problems were frequent. The supply of three components PIG (polarizers, driver ICs, and glass substrates) was tight, making panel supply also tight. Among them, P is the polarizer. Last year, due to the repair of the upstream material compensation film factory, the supply was tight, and the South Korean polarizer manufacturer LG Chem was sold to Shanghai Shanshan Group, which caused the previous expansion plan to be postponed. In terms of the overall polarizer market, in the first half of this year, only Hengmei Optoelectronics' new 2.5-meter line's production capacity has gradually increased, and supply and demand are still quite tight. Shengbo Optoelectronics’s new 2.5-meter line is scheduled to be put into production in the second half of the year. The tight supply and demand situation may not wait until the second half of the year. ease.

Xie Qinyi said that I refers to IC. The supply of driver ICs this year is even worse than last year. Among them, the new 12-inch factory of the foundry Nexchip in Jiangsu was originally scheduled for mass production in the first quarter, but it is now postponed to 4 and 5 It will be put into production every month, considering the ramp-up period of mass production in the new plant, it will take some time to alleviate the gap in driver IC production capacity. Jinghe Integration mainly receives orders from mainland China, so the delay in mass production will have a great impact on mainland panel makers. Now mainland panel makers are again the main supplier of TV panels, which is expected to have a big impact on TV panels.

G is the glass glass substrate. The factories of NEG and Asahi Glass AGC in South Korea have ceased to repair the furnace, which made the supply of 8.5 and 6 generation glass substrates in the first half of the year tight, and the impact lasted until the middle of this year.

Xie Qinyi said that the demand for panels in the first quarter did not fall. On the supply side, in addition to the tight supply of ICs and polarizers, glass substrates have added variables, and the supply chain shortage problem may not be alleviated in the second half of the year. Panel prices in the first quarter continued their upward trend since the second half of last year. Fueled by the supply chain shortage problem, it is expected that panel prices will increase in March and April, and panel prices will remain high-end in the second quarter.

Source: Business Times