“In recent months, the screens in the entire mobile phone industry chain have experienced serious shortages and price increases, and the long duration of this out-of-stocks has also exceeded the imagination of many people. Moreover, not only It’s a price issue. If you have money, you won’t be able to get the goods.†An industry veteran told Xin Zhixun: “What’s worse is that out-of-stocks have spread to other industries such as tablets, which have not only led to terminal manufacturers. The production capacity has been limited, and it has also led many small and medium-sized module manufacturers, ODMs, and integrators to have no material to produce and have a single delivery."
Of course, among the many missing materials, the most serious shortage is still the screen. Indeed, whether it is for mobile phones or tablets, it is necessary to screen, and the resources of the screen are relatively concentrated. Once out of stock, it will have a huge impact on downstream manufacturers.
It is understood that due to the shortage of upstream panels, small and medium-sized display module companies have basically reduced their production capacity by 20-30%. Moreover, the shortage of this screen has caused unprecedented production of some module factories. This is indeed Very rare.
"In this special market environment, don't care about the price, you have to get the screen." Shenzhen City Power Photoelectric Co., Ltd. wrote in its suspension announcement.
"Rise", still difficult to find a screen
In fact, after the previous May, the small-sized mobile phone screen began to be out of stock, and then the large-size mobile phone screen began to rise.
According to information provided by a supply chain, from May to now, the 1.77-inch-2.8-inch screen has increased by more than 80%, and the 1.77-inch screen has even increased by 200%.
"The goods are king, the price will continue to rise. Now the glass of the domestic market of the source glass factory is less than 40% of the price in April. Now the price is different every day. Cherish the inventory and cherish it!" At the end of the story, I also wrote such a passage. In addition, large-size mobile phone screens have also seen double-digit gains.
In addition to mobile screens, the screens of larger sized tablets are also out of stock and price increases. According to Core Intelligence, the current 7-inch, 8-inch, and 10.1-inch screens are out of stock.
As a large-scale solution company with flat-panel shipments, Jiang Minhua, director of product marketing technology, told Xinzhi: "It is the most difficult time for the tablet industry. The most lacking in the tablet market is the 7-inch screen. BOE for two months. There is no output, and some other sizes are out of stock. The overall price has increased by two to 30%."
Why is it out of stock?
From the market point of view, the second half of the year is generally the peak season for mobile phones and tablets, so the demand for screens will be relatively strong. However, the supply of upstream panel manufacturers has not increased, but has decreased a lot. It is understood that the large-scale out-of-stock price increase caused by this screen resource is precisely because of the reduction of panel manufacturers.
According to the first quarterly financial report of the Taiwanese panel makers announced in the previous year, the panel makers of Innolux, AUO, Hanyu Caijing and Huaying all experienced significant losses.
In the first quarter of the group, the operating gross loss was 4.037 billion yuan, the gross loss rate was 7.16%, the industry loss was 8.402 billion yuan, the net loss before tax was 8.534 billion yuan, and the net loss for the period was 8.582 billion yuan. The stock lost 0.86 yuan. In terms of the operating performance of the four major panel manufacturers in Taiwan, Group Group suffered the most losses in a single season.
AUO's operating performance in the first quarter was also not good. The single-quarter consolidated revenue was 71.14 billion yuan, a quarterly decrease of 14.7%, a gross profit margin of 0.5%, a net loss after tax of 5.58 billion yuan, and a net loss per share of 0.57 yuan.
In the first quarter, in addition to the poor performance of the large-size panel factory, the small and medium-sized panel factory is not good. Hanyu Caijing announced that the consolidated financial report for the first quarter of 2016 showed that the net sales revenue was 3.597 billion yuan, a decrease of about 5%. Operating gross profit was 266 million yuan, operating loss was 783 million yuan, net loss was 921 million yuan, and basic loss per share was 0.28 yuan.
Huaying's first quarter revenue was 9.466 billion yuan, operating gross profit was 183 million yuan, operating loss was 1.628 billion yuan, net loss before tax was 2.671 billion yuan, net loss for the period was 2.79 billion yuan, basic loss per share was 0.44 yuan. .
In addition to the overall large losses of Taiwanese panel makers, some domestic panel makers have encountered the same situation.
On August 29, BOE issued a report that the company's operating income from January to June 2016 was 26.448 billion yuan, a year-on-year increase of 15.14%. However, the net profit was 516 million yuan, a year-on-year decrease of 126.47%. In addition, consecutive quarterly losses have also expanded. BOE's first quarter report this year showed that although revenue increased by 6.17% year-on-year, net profit fell by nearly 90% year-on-year, only 108 million yuan.
The main reason for the huge losses of these panel makers is that the first half of the year was originally the off-season of the panel industry, and the panel prices continued to decline, resulting in a sharp drop in profit margins. Therefore, many Taiwanese panel makers chose to cut production or adjust production structure in the second half of the year (such as low-end screens with low profit margins), in order to increase prices and increase profit margins and reduce losses. It is still unclear whether BOE has reduced production, but the production structure is definitely adjusted.
The upstream panel manufacturers cut production, and the only screen resources were divided by several big manufacturers. Coupled with many middlemen to join the deliberate speculation, the market demand is still strong in the second half of the year, especially the operator subsidies and force changes again. Therefore, the whole market has been out of stock and price increases. Of course, the main reason for the reduction in production is the low-end screen. And some high-end screens are still available. However, for the OLED screen, which is relatively limited in capacity, the shortage is also normal.
In addition, there was news that Apple has thrown out 200 million OLED screen purchase orders (iPhone 8 will adopt OLED), Samsung and LG are all competing, which will also aggravate the shortage of OLED screens in the future market.
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