SamSung shows will adjust shut LCD to produce line plan, or come ahead of schedule the four seasons

With blame net on March 31 dispatch, because new coronal is pneumonic the influence of epidemic situation, SDC (SamSung shows) will adjust the plan that closes LCD plant, include Korea mainland factory of face plate of LCD of 3 large size, and the Suzhou that shutout message did not come out before this of 8.5 acting lines close to halt a plan or will come ahead of schedule the four seasons is spent this year.

Current, SDC is shutting LCD to produce quickly can, change the line of production the process of OLED, mean SamSung to show will exit market of face plate of TV liquid crystal thoroughly. According to statistic, shipment of face plate of TV of before the whole world 6 big liquid crystal measured a rank to be according to foreword 2019: Beijing east, group achieve, LGD, Hua Xingguang report, SamSung shows reach friend to amount to.

CINNO Research thinks, SDC shifts to an earlier date shutout means face plate of LCD of global large size to will be accelerated from Sino-South Korean competition turn to chinese mainland alone overall situation face. LCD of 7 acting above produces the whole world in the line, the yield of chinese mainland manufacturer can the area is occupied than will from 2019 44.8% rise to 53.3% 2020. Finish stage by stage as SDC shutout, to 2021, this one scale still will be jumped litre to 65.3% .

End arrived 2019 during Feburary 2020, the price that price of face plate of large size LCD ever had a few months of by a definite date picks up trend, and enter after 2020, epidemic situation is inchoate erupt centrally in Sino-South Korean two countries, ever made industry fears assemble shows in the LCD of two countries supply is affected badly, because this is downstream open mode of store up goods, ever came out for a time SamSung will take kind of more mild reduction of output possibly, rise in price in order to answer face plate one round this.

The development of global epidemic situation makes supply chain cannot help doing goes out the fastest answer decision-making. Enter after March, chinese mainland epidemic situation gets controlling gradually, active go back to work answer produce, korea also is adopted very strict prevent accuse measure, face plate is supplied did not get too big impact, but increase sharply of measure of global infection nation, especially Euramerican epidemic situation worsens quickly, exceed anticipate, bring about match of a lot of international, exhibit can cancel, multilateral begin to shut suffocate suffocate of international course, international trade communication, affected supply end and demand end badly.

Of supply and demand dramatic invert, bring about price of face plate of LCD of large in March size to give now to drop, develop as epidemic situation, drop anticipate expand ceaselessly, price of face plate of large size LCD falls detective again. SDC may stem from this kind to be anxious just about, and the decision shuts LCD to produce ahead of schedule can.

The generation of trend of slow down in demand that manufacturer of each face plate also brings about to epidemic situation is anxious, in produce can be born, climb more cautious attitude was taken on the movement such as slope. Fuji health, Oriental, Hui Ke all has Beijing to produce a line newly to predict to be in originally 2020 the quantity is produced first quarter or illume put into production, already all differred at present degree puts delay.

CINNO Research ever was at the beginning of 2020 had made 3 kinds forecast with respect to shutout of Han look forward to, will look at present, the circumstance is more adjacent forecast at guarding, the element of global economy unrest that brings about because of epidemic situation namely worsens continuously, weakened LCD demand considerably, although Korea enterprise excises LCD quickly,produce can, LCD supply and demand rose than also will still be being climbed further 2020, serious supply exceeds demand, cause face plate price and sow of face plate factory to move rate continuously low fan, and slant without cost advantage, dimensions small face plate plant lives pressure blame very. Whether adjust the product structure, special indication requirement that gets used to epidemic situation to fall in time, and be mixed with the client supply catenary to maintain good cooperative relationship, what will become factory of the face plate below epidemic situation big setting to live is crucial.