panel factory next year’s q1 utilization rate may be left at 60%

By:Admin

The number of confirmed cases has increased recently, and some panel factories encourage employees to take vacations at home, and the capacity utilization rate in December will be revised downward. Xie Qinyi, research director of Omdia Display, said that the capacity utilization rate of panel factories was at a low level in December. The Lunar New Year holiday will be longer in January next year, and the number of working days will be fewer in February.

While the diagnosis rate soared, factory production was also affected. It is rumored that the first-tier mainland panel factories have recently encouraged their employees to take vacations and rest at home to avoid further escalation of the factory epidemic. The epidemic also caused a reduction in the production of panel factories, and the capacity utilization rate dropped again in December.

Xie Qinyi said that with the decline in TV panel inventory and the demand for early-order purchases before the Lunar New Year has picked up in October and November, the production volume of panel factories has also increased slightly, and the average capacity utilization rate of global panel factories has risen to 7. become. Now due to the spread of the epidemic, the capacity utilization rate of mainland panel makers has dropped again. On the other hand, panel makers have seen that strict control of capacity utilization rate can effectively stop the price of panels from falling or even rise slightly, so they are still quite cautious about the regulation of production volume . Now the panel factory is "production to order", that is, to select orders with reasonable prices to produce, so as to avoid further loosening and falling panel prices.

On the other hand, the downstream brand manufacturers were more cautious in purchasing goods because they were raised by panel manufacturers after placing urgent orders. Xie Qinyi said that brand manufacturers adopt a "Buy to price" strategy. In order to avoid the price increase of the order, they are willing to place an order only when they step on the price. Therefore, it is expected that panel prices may be in a "terrorist balance" in December, and even in January and February next year. "period", that is, the price cannot rise or fall.

Xie Qinyi said that another variable in the market is LGD. LGD announced that it will terminate the production of LCD panels in South Korea. Even the 8.5-generation plant in Guangzhou will stop producing LCD TV panels and switch to producing IT panels. This is equivalent to the complete withdrawal of Korean panel manufacturers. In the LCD TV panel market, it is calculated that the output of TV panels will decrease by about 20 million pieces next year. If LGD withdraws from LCD TV panels early, brand manufacturers will have to stock up as soon as possible, but if LGD just talks and fights, the L-shaped trend of panel supply and demand may continue for a long time.

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we would like to take this opportunity to recognise our outstanding employees of q4 2022 and those of the year of 2022

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panel factory next year’s q1 utilization rate may be left at 60%

The number of confirmed cases has increased recently, and some panel factories encourage employees to take vacations at home, and the capacity utilization rate in December will be revised downward. Xie Qinyi, research director of Omdia Display, said that the capacity utilization rate of panel factories was at a low level in December. The Lunar New Year holiday will be longer in January next year, and the number of working days will be fewer in February. While the diagnosis rate soared, factory production was also affected. It is rumored that the first-tier mainland panel factories have recently encouraged their employees to take vacations and rest at home to avoid further escalation of the factory epidemic. The epidemic also caused a reduction in the production of panel factories, and the capacity utilization rate dropped again in December. Xie Qinyi said that with the decline in TV panel inventory and the demand for early-order purchases before the Lunar New Year has picked up in October and November, the production volume of panel factories has also increased slightly, and the average capacity utilization rate of global panel factories has risen to 7. become. Now due to the spread of the epidemic, the capacity utilization rate of mainland panel makers has dropped again. On the other hand, panel makers have seen that strict control of capacity utilization rate can effectively stop the price of panels from falling or even rise slightly, so they are still quite cautious about the regulation of production volume . Now the panel factory is "production to order", that is, to select orders with reasonable prices to produce, so as to avoid further loosening and falling panel prices. On the other hand, the downstream brand manufacturers were more cautious in purchasing goods because they were raised by panel manufacturers after placing urgent orders. Xie Qinyi said that brand manufacturers adopt a "Buy to price" strategy. In order to avoid the price increase of the order, they are willing to place an order only when they step on the price. Therefore, it is expected that panel prices may be in a "terrorist balance" in December, and even in January and February next year. "period", that is, the price cannot rise or fall. Xie Qinyi said that another variable in the market is LGD. LGD announced that it will terminate the production of LCD panels in South Korea. Even the 8.5-generation plant in Guangzhou will stop producing LCD TV panels and switch to producing IT panels. This is equivalent to the complete withdrawal of Korean panel manufacturers. In the LCD TV panel market, it is calculated that the output of TV panels will decrease by about 20 million pieces next year. If LGD withdraws from LCD TV panels early, brand manufacturers will have to stock up as soon as possible, but if LGD just talks and fights, the L-shaped trend of panel supply and demand may continue for a long time.

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rtx40 series graphics card with monitor 4k 144hz or 2k 240hz?

The release of Nvidia RTX40 series graphics cards has injected new vitality into the hardware market. Due to the new architecture of this series of graphics cards and the performance blessing of DLSS 3, it can achieve higher frame rate output. As we all know, the display and the graphics card are interdependent. If you want to feel the excellent performance of the RTX40 series graphics card, the performance of the matching display must be strong enough. In the case of similar prices, whether to choose 4K 144Hz or 2K 240Hz for e-sports monitors mainly depends on the type of game. The 3A masterpiece has a larger world view and rich game scenes, and the combat rhythm is relatively slow. Then it is necessary for the display to not only have a high refresh rate, but also take into account high resolution, excellent color performance, and HDR. Therefore, it is undoubtedly more suitable to choose a 4K 144Hz flagship gaming monitor for this type of game. For FPS shooting games such as "CS: GO", compared with the relatively fixed scenes of other types of games, such games often need to maintain better picture stability when moving at high speed. Therefore, compared with 3A game players, FPS players are more Pay attention to the high frame rate of the RTX40 series graphics card. If the refresh rate of the corresponding display is too low, it will not be able to bear the picture output by the graphics card, which will cause tearing of the game screen and seriously affect the player experience. Therefore, it is more suitable to choose a 2K 240Hz high-brush gaming monitor.

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perfect display is going to attend the brazil es in july

As a leading innovator in display industry, Perfect Display is excited to announce its participation in the highly anticipated Brazil Eletrolar Show, scheduled to take place from 10th to 13h, July, 2023  in  San Paolo, Brazil. The Brazil Eletrolar Show is renowned as one of the largest and most influential consumer electronics exhibitions in Latin America. It brings together industry professionals, manufacturers, and technology enthusiasts to showcase the latest advancements and trends in consumer electronics and home appliances. During the Brazil Eletrolar Show, we will show our latest and competitive monitors that includes office monitors, ultrawide monitors , high refresh rate monitors etc there. We cordially invite all our dear friends to visit our booth# 427C, Hall C at the Brazil Eletrolar Show.

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who will save the chip manufacturers in the “low period”?

In the past few years, the semiconductor market was full of people, but since the beginning of this year, PCs, smartphones and other terminal markets have continued to be depressed. Chip prices have continued to fall, and the surrounding cold is approaching. The semiconductor market has entered a downward cycle and winter has entered early. The process from demand explosion, out of stock price increase, investment expansion, release of production capacity, to shrinking demand, overcapacity, and price drop is regarded as a complete semiconductor industry cycle. From 2020 to the beginning of 2022, semiconductors have experienced a major industry cycle with upward prosperity. Starting from the second half of 2020, factors such as the epidemic have led to major demand explosions. The storm ensued. Then various companies threw huge sums of money and invested wildly in semiconductors, which caused a wave of production expansion that lasted for a long time. At that time, the semiconductor industry was in full swing, but since 2022, the global economic situation has changed a lot, consumer electronics has continued to slump, and under various uncertain factors, the originally booming semiconductor industry has been "foggy". In the downstream market, consumer electronics represented by smartphones are on the decline. According to a research conducted by TrendForce on December 7, the total global output of smartphones in the third quarter reached 289 million units, a decrease of 0.9% from the previous quarter and a decrease of 11% from the previous year. Over the years, the pattern of positive growth in the peak season of the third quarter shows that the market conditions are extremely sluggish. The main reason is that the smart phone brand manufacturers are quite conservative in their production plans for the third quarter in consideration of prioritizing the inventory adjustment of finished products in channels. Coupled with the impact of the weak global economy, brands continue to lower their production targets. . TrendForce thinks on December 7 that since the third quarter of 2021, the smartphone market has shown warning signs of a significant weakening. So far, it has shown annual decline for six consecutive quarters. It is estimated that this wave of trough cycle will follow With the correction of channel inventory levels completed, it is not expected to pick up until the second quarter of 2023 at the earliest. At the same time, DRAM and NAND Flash, the two major areas of memory, continued to decline as a whole. In terms of DRAM, TrendForce Research on November 16 pointed out that the demand for consumer electronics continued to shrink, and the decline in DRAM contract prices in the third quarter of this year expanded to 10%. ~15%. In the third quarter of 2022, the revenue of the DRAM industry was US$18.19 billion, a 28.9% decrease from the previous quarter, which was the second highest rate of decline since the 2008 financial tsunami. Regarding NAND Flash, TrendForce said on November 23 that the NAND Flash market in the third quarter was still under the impact of weak demand. Both consumer electronics and server shipments were worse than expected, leading to a wider decline in NAND Flash prices in the third quarter. to 18.3%. The overall revenue of the NAND Flash industry is approximately US$13.71 billion, a 24.3% quarter-on-quarter decline. Consumer electronics accounts for about 40% of the semiconductor application market, and companies in all links of the industry chain are closely connected, so it is inevitable that they will encounter downstream cold winds. As all parties release early warning signals, industry organizations point out that the semiconductor industry Winter has come.

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perfect display technology wows audience with new products at brazil es show

Perfect Display Technology, a prominent player in the consumer electronics industry, showcased their latest products and received tremendous acclaim at the Brazil ES Exhibition held in Sao Paulo from July 10th to 13th. One of the highlights of Perfect Display's exhibition was the PW49PRI, a 5K 32:9 ultrawide curved gaming monitor that caught the attention of both South American spectators and professional users. This monitor boasts an IPS panel with a resolution of 5120x1440 DQHD, a 32:9 ultrawide aspect ratio, a 3800R curvature, and a three-sided micro-edge design. With a refresh rate of 144Hz, a 1ms response time, and adaptive Sync technology, the PW49PRI ensures smooth and immersive gaming visuals. The display's performance was showcased in a simulated racing game experience zone, attracting a large crowd of enthusiastic visitors. Perfect Display Technology's commitment to excellence is further evidenced by the other professional display products showcased at the exhibition. The PG40RWI, a popular choice among professionals, features a 5K2K resolution, a 2800R curvature, and a micro-edge design. With a color gamut of 99% sRGB and a color accuracy of Delta E < 2, this display supports PBP/PIP functionality and is equipped with a USB-C interface capable of 90W charging. Its ergonomic stand ensures optimal viewing comfort, making it ideal for professional office settings. The exhibition also featured a range of other gaming and commercial display products, such as the PG series, QG series, PW series, and RM series. These products stood out with their unique panel technologies, resolutions, curvatures, refresh rates, and response times, receiving significant attention from the audience. Perfect Display Technology's success at the Brazil ES Exhibition further solidifies its position as a leader in the professional display industry. The company remains dedicated to research and development, continuously introducing innovative products to meet the high demands of global users for top-quality display devices.

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perfect display settled in huizhou zhongkai high-tech zone and joined with many high-tech enterprises to jointly promote the construction of the greater bay area

In order to carry out the practical action of “Manufacture to Lead” project, strengthening the idea of “Project is the Utmost Thing”, and focusing on the development of “5 + 1” modern industrial system, which integrates advanced manufacturing industry and modern service industry. On December 9, Zhongkai High-tech Zone of Huizhou held a contract signing ceremony with Perfect Display and six other high-tech enterprises. The project is expected to invest 5 billion yuan to set up an electronic and information industry cluster and build an intelligent manufacturing industrial base. The project involves electronic information, new materials of petrochemical energy, life and health, intelligent terminal, high-definition video display, intelligent energy, artificial intelligence, laser and additive manufacturing, etc. Shenzhen Perfect Display Technology Co. , Ltd. is a professional manufacturer specializing in differential professional display equipment, such as e-sports monitors, security monitors, Xinchuang home-made alternative monitors, smart-screen advertising monitors, wirelessmonitors, ultra-low-power energy-saving monitors. The company integrates R & D, production and sales. The successful set up in the International Cooperation Industrial Park of Tonghu Ecological Wisdom Zone in Huizhou City, will be the start to have a new product R & D base in Huizhou to further improve product line segmentation and global product market distribution. With the rise of a new round of scientific and technological revolution and industrial transformation, the intelligentization of manufacturing enterprises is bound to become the only way. The launch of the “Manufacture to Lead” project in Guangdong-Hong Kong-Macao Bay Area, is co-led by more than ten government officials and jointly landed by a number of well-known entrepreneurs. Chairman David He, general manager Chen Fang, general manager of Korean branch company Kim Byung-Ki, business manager Li Shibai, project manager Qian Jiaxiu were on behalf of the company to hold the signing ceremony. At the signing ceremony, David He, chairman of the board of directors, expressed his confidence in the development prospects of Perfect Display, as well as the development of the global display industry. And even more optimistic about the good investment environment of Zhongkai High-tech Zone. And will make use of the advanced Korean design team, together with the excellent management team of Perfect Display, to step deep into the fertile soil of Great Bay Area to radiate the world, making contribution to the development of the global business display field. David He also highlighted the proposed investment of RMB380M by Perfect Display (Huizhou) , would base on e-sports monitors of high response speed, high refresh frequency and high resolution, security monitor, Xinchuang home-made replacement integrated computer, smart screen advertising monitor, wireless display, ultra-low power consumption and energy-saving monitor, increasing the production and development of 5G + 8K mobile intelligent display, AR and VR, medical display, intelligent security display equipment to boost the display field with technology and hardware. In addition, we will provide global users with one-stop procurement of e-sports equipment and full-service online trading platform and industrial ecology, expanding the output value to 3 billion yuan. And through three to five years of efforts to achieve IPO listing. Finally, he highlighted that the core business philosophy of the company is “To be the world's leading professional display equipment providers and creators. To seek happiness for employees. To create value for customers. To obtain returns for shareholders. To make contribution for the society.” The establishment of the company in Huizhou will play an important role in promoting the future development of the company. The cooperation and launch of this project will be covered simultaneously by Southern Daily, Huizhou Daily, Huizhou TV Station, KAI TV Network and many other media.

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Experience Stunning Visuals with a 34-Inch Ultrawide 1440p Monitor

In the field of electronics and technology, innovations are constantly being developed to cater to the changing preferences and needs of consumers. One such innovation is the 34 inch ultrawide 1440p monitor, which is gradually gaining popularity due to its impressive features and benefits. This device is a perfect blend of size, resolution, and performance, making it an ideal monitor for gamers, graphic designers, and other multimedia professionals.The 34 inch ultrawide 1440p monitor is a curved display that is designed to provide users with optimal viewing angles and an immersive visual experience. The curved screen is aimed at reducing eye strain and providing a more natural viewing experience. It is equipped with a high-resolution screen that offers stunning visuals, clear colors, and excellent image quality.One of the most significant advantages of the 34 inch ultrawide 1440p monitor is its large screen size. The monitor provides a larger viewing area, which translates to better multitasking and increased productivity. The widescreen design enables users to work on multiple windows simultaneously, making it easier to compare and analyze data. This feature is particularly useful for graphic designers and video editors who require a large workspace to create and edit their content.The 34 inch ultrawide 1440p monitor also comes with a range of features that enhance its user-friendliness and convenience. The monitor has a built-in USB hub that allows users to connect multiple devices to it, such as keyboards, mice, and other peripherals. Additionally, the monitor comes with an adjustable stand that enables users to adjust the height and angle of the screen to suit their preferences.The growing popularity of the 34 inch ultrawide 1440p monitor has led to an increase in demand for the product. As a result, several companies are now producing ultrawide monitors with varying features and capacities to cater to different users' needs and budgets. One company that has earned a reputation for producing high-quality ultrawide monitors is (company name).According to (company name)'s spokesperson, the 34 inch ultrawide 1440p monitor has been designed to provide an immersive viewing experience that enhances productivity, creativity, and entertainment. The monitor is built with advanced features such as HDR technology, which enables it to deliver deep blacks, bright whites, and vivid colors, providing a more realistic viewing experience.The 34 inch ultrawide 1440p monitor by (company name) is also equipped with a fast refresh rate, which ensures that there is no lag or blur when viewing fast-moving images or playing games. The monitor's flicker-free technology is another key feature that reduces eye strain and fatigue, enabling users to work longer hours without experiencing discomfort or headaches.To cater to different users' preferences, (company name) offers a range of connectivity options, including DisplayPort, HDMI, and USB-C. This feature ensures that users can connect the monitor to various devices, such as laptops, gaming consoles, and desktop computers, enhancing its usability and versatility.In conclusion, the 34 inch ultrawide 1440p monitor is a top-of-the-range device that offers users a range of benefits, including a larger viewing area, improved multitasking, and enhanced productivity. The device's features, including its adjustable stand, HDR technology, fast refresh rate, and flicker-free technology, make it an excellent choice for gamers, graphic designers, and other multimedia professionals. With the increasing demand for ultrawide monitors, there is no doubt that (company name)'s 34 inch ultrawide 1440p monitor is a top contender in the market and will continue to gain popularity among consumers.

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innolux the emergence of small urgent orders on the it panel is now helping to eliminate inventory

Yang Zhuxiang, general manager of Innolux, said on the 24th that after TV panels, small urgent orders for IT panels have emerged, which will help to continue to destock until the first quarter of next year; the outlook for next year's Q2 tends to be cautiously optimistic. Innolux held a year-end media dinner today. Chairman Hong Jinjue, General Manager Yang Zhuxiang and Sustainability Director Peng Junhao shared the staged achievements of Innolux in recent years in terms of breakthrough, transformation and innovation. Hong Jinyang said that Innolux launched the second phase of transformation, and will carry out cross-domain transformation and upgrading through restructuring its advantages. Yang Zhuxiang pointed out that following the Double 11 and Black Friday promotions, there was a wave of urgent orders for TV panels, and this season there are also small urgent orders for IT panels, which will help to continue to reduce inventory until the first quarter of next year; the outlook for next year's Q2 tends to be cautiously optimistic ; And look forward to the good news of the industry's recovery in Q3.

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according to an omdia research report

According to an Omdia research report, the total shipment of Mini LED backlight LCD TVs in 2022 is expected to be 3 million, lower than Omdia's previous prediction. Omdia has also downgraded its shipment forecast for 2023. The decline in demand in the high-end TV segment is the main reason for the downward revised prediction. Another key factor is the competition from WOLED and QD OLED TVs. Meanwhile, the shipment of Mini LED backlight IT displays remained stable, benefiting from its use in Apple products. The main reason for the downward shipment forecast must be the decline in demand in the high-end TV segment. High-end TV sales from many TV manufacturers have been severely affected due to the global economic recession. The shipment of OLED TVs in 2022 remained at 7.4 million, almost unchanged from 2021. In 2023, Samsung plans to increase its shipment of QD OLED TVs, hoping that this technology will give it a unique competitive advantage. As Mini LED backlight panels compete with OLED panels in the high-end TV segment, and Samsung's Mini LED backlight TV shipment share has been first, Samsung's move will seriously impact the Mini LED backlight TV market. Over 90% of Mini LED backlight IT display panels shipment is used in Apple products such as the 12.9-inch iPad Pro and 14.2 and 16.2-inch MacBook Pro. The impact of economic recession and global supply chain issues on Apple is relatively small. Additionally, Apple's delay in adopting OLED panels in its products also helps maintain stable demand for Mini LED backlight IT display panels. However, Apple may adopt OLED panels in its iPads in 2024 and expand its application to MacBooks in 2026. With Apple's adoption of OLED panels, the demand for Mini LED backlight panels in tablet computers and laptops may gradually decline.

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