Panel price rebound momentum uncertain
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TV panel prices recovered in April thanks to China’s May 1 holiday sales. While the 55†panel price decline slowed, prices of other sizes have stabilized or even grew slightly. Prices of NB/monitor/mobile panels were flat or fell 1-2%. Prices of 32â€/32-40†panels grew slightly as supply was impacted by the Tainan earthquake and low yield rate of Korean players’ new models. In addition, TV brands increased orders for China’s May 1 holiday. Prices of 48-49â€, 55†and larger TV panels stabilized following a significant decline in the past few months.
Yuanta is a Taiwan-headquartered brokerage with a growing presence in Asia, especially across Greater China. Our team of 140+ provides cutting-edge analysis on key sectors, spread across offices in Taiwan, Hong Kong, Shanghai (A-Share), Seoul and Jakarta. With an ever-expanding coverage universe of 400+ companies, we provide in depth analysis with unique local color to investors. Consistently being voted the Best Investment Consulting Firm in Taiwan in the AsiaMoney broker poll is evidence of our strength. We target providing an extensive range of research, from small, to mid-sized, to large cap. We bring you the big, well-covered names, as well as going off the beaten track to research the less-familiar companies.
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