Wɔn a wɔyɛ panel no maa panel bo kɔɔ soro yiye wɔ July 2020 mu, na TV so nneɛma a wɔde di dwuma no agye nokwasɛm a ɛyɛ sɛ panel bo akɔ soro no atom. Saa mmɔdenbɔ a edii nkonim yi maa wɔn a wɔyɛ panel no kɔɔ so maa panel bo kɔɔ soro wɔ August mu. Enti, LCD TV panels bo bɛkɔ so akɔ soro wɔ August 2020 mu, a ɔsram biako-wɔ-ɔsram nkɔanim bɛyɛ 8-10%. Panel no kɛse fa LCD TV panel ahorow a agye din a ne kɛse yɛ nsateakwaa 32, 43, 50 ne 55 ho. Large-size LCD panels nso ahunu sɛ ɛrekɔ soro, nanso nkɔanim no sua kakra sene deɛ ɛwɔ nketewa ne nketewa mu, te sɛ LCD TV panels a ɛyɛ nsateakwaa 65 a ɛwɔ boɔ a ɛkɔ soro 4-5%.
OMDIA nhwehwɛmu gye di sɛ, wɔhwɛ kwan sɛ bosome mmiɛnsa-a ɛwɔ{1}}afã anan a ɛkɔ soro wɔ LCD TV panels a ɛwɔ 2020 bosome mmiɛnsa a ɛtɔ so mmiɛnsa no mu no bɛduru 25-30%. Daakye, wɔn a wɔyɛ panel no bɛdan nneɛma a wɔyɛ no pii akɔ IT panel ahorow a wɔyɛ no mu sen sɛ wɔde TV so apon bɛto so. OMDIA hyɛ nkɔm sɛ, sɛ wɔhyɛn 2021 mu a, wɔde awo ntoatoaso 8.5 a wɔde yɛ nneɛma no bɛyɛ 120,000 befi TV so afiri so akɔ IT nneɛma afoforo a wɔde ma no so ɔsram biara.
Nea ɛka ho no, bere a wɔayɛ ho nhyehyɛe sɛ wɔbɛyɛ adwuma wɔ South Korea panel makers no mu no rebɛn. Wɔhwɛ kwan sɛ LG Display bɛto ne South Korea LCD TV panel adwumayɛbea no mu ansa na afe yi aba awiei. Samsung Display ayɛ nhyehyɛɛ sɛ wɔbɛto ne LCD panel factory ansa na mid-December 2020. LCD panels a wɔhwehwɛ no denneennen no betumi atrɛw nnɔnhwerew a wɔde yɛ South Korea LCD TV panel factories no mu adapɛn pii. Wɔn a wɔyɛ panel no kae sɛ ahwehwɛde a ɛfa LCD TV panels ho wɔ afe yi fã a ɛto so abiɛsa mu no yɛ 115-130% sen nea wɔayɛ ho nhyehyɛe sɛ wɔbɛyɛ no.
Ansa na ɛreba no, na wɔn a wɔyɛ panel no ahaw sɛ ebia ahwehwɛde no so bɛtew mpofirim wɔ afe 2020 bosome a ɛtɔ so nnan no mu.Nkɔanim a ɛkɔɔ so wɔ tumi a wɔhwehwɛ wɔ August mu afe yi mu no maa wonyaa ahotoso kɛse wɔ ahwehwɛde no mu wɔ afe 2020 bosome a ɛtɔ so nnan no mu, wɔn a wɔyɛ panel no binom, titiriw wɔn a wɔwɔ China asasepɔn no so, si so dua sɛ ahwehwɛde a emu yɛ den a ɛfa LCD TV panels ho no bɛkɔ so ayɛ den wɔ afe a ɛto so anan no mu Ɛsɛ sɛ LCD TV panels a wɔhwehwɛ wɔ afe 2020 bosome a ɛtɔ so nnan mu no yɛ mmerɛw kakra sen afe a ɛtɔ so mmiɛnsa no. Ɔkwan foforɔ so no, wɔhwɛ kwan sɛ ahwehwɛdeɛ a ɛwɔ afe 2020 bosome mmiɛnsa a ɛtɔ so nnan mu no rennyɛ bɔne nsen afe a ɛtɔ so nnan wɔ afe 2019 mu.
Bio nso, esiane sɛ wɔn a wɔyɛ panel no botae ne sɛ wɔbɛdan nneɛma a wɔahwere no ayɛ mfaso wɔ August 2020 mu ne LCD TV panel adwuma no fã a ɛto so abiɛsa no nyinaa nti, wɔbɛkɔ so ama panel bo akɔ soro. Nanso TV so dwumadi ahorow no bo a ɛbɛkɔ soro ntɛmntɛm no bɛma wɔn a wɔyɛ TV no anya nsakrae wɔ gua so kyɛfa mu. Wɔ afe 2020 fã a ɛto so abien no mu no, na LCD TV a wɔhwehwɛ no mu yɛ den yiye. Wɔn a wɔtɔn nneɛma no kae sɛ wɔbɛtɔn pii de ahyɛ nneɛma a wɔde asie no mu ma, nanso wɔn a wɔtɔn nneɛma no antumi amma LCD TV no bo ankɔ soro. Enti, TV so nneɛma nketewa ne wɔn a wɔyɛ OEM no bɛtew wɔn nneɛma so esiane sikasɛm tebea a ɛyɛ mmerɛw nti na wɔatew wɔn gua so kyɛfa so bio. Nea edi kan-Tier brands wɔ hokwan sɛ wɔbɛtrɛw wɔn gua mu kyɛfa mu denam wɔn brand power ne supply chain management (SCM) a ɛyɛ den no so.
First-Tier brands wɔ tumi a ɛma LCD TV ahorow no bo a wɔtɔn no kɔ soro bere tiaa bi, bere a ɛsɛ sɛ OEM ne TV nketewa a wɔyɛ no ma nneɛma bo kɔ soro na ama wɔatumi akura adwumayɛ mu a wɔrenhwere. Wɔ afiri no nyinaa bo koro no ara a wɔtɔn no ase no,-line brands a edi kan no benya adetɔn ne gua so kyɛfa kɛse. Omedia hyɛ nkɔm sɛ LCD TV panels bo bɛkɔ soro ntɛmntɛm wɔ afe 2020 bosome a ɛtɔ so mmiɛnsa mu, a ɛde boɔ nhyɛsoɔ a emu yɛ den bɛba LCD TV mfiri so wɔ afe 2020 bosome a ɛtɔ so nnan no mu.
Nanso, gua no nso wɔ nsɛm bi a ɛhaw adwene wɔ LCD TV panels a wɔhwehwɛ ne ne bo ho wɔ afe 2020 bosome a ɛtɔ so nnan no mu.Nea edi kan koraa no, LCD TV a wɔtɔn wɔ afe 2020 fã a edi kan no mu no boroo nea wɔhwɛɛ kwan no so, na ɛde akwanhwɛ kɛse baa ahwehwɛde a ɛfa ahwehwɛde ho wɔ afe 2020 fã a ɛto so abien no mu.Nea ɛto so abien no, nea ɛto so abien wɔ afe 2020 fã a ɛto so abien no mu no, wɔtwentwɛn wɔn nan ase wɔ 2021 no mu, na wɔde 202. Na mfaso a wonyae wɔ afe 2020 afe a ɛto so abiɛsa mu no nyɛ papa. TV so nneɛma bi, titiriw nea ɛto so abien-Tier ne nketewa TV ahorow, agyae LCD TV panel ahorow a wɔtɔ esiane bo a ɛkɔ soro nti. Nea ɛka ho no, TV so adwumakuw ahorow bi taa de wɔn ho hyɛ TV so nsɛm a wɔde hyɛ nkurɔfo nkuran mu sɛnea ɛbɛyɛ a wobetumi adi ɛka so. Saa nneɛma yi betumi aka LCD TV a wɔtɔn ankasa wɔ afe 2020 fã a ɛto so abien no mu.
OMDIA hyɛ nkɔm sɛ wɔ bere a ɛsen biara akyi wɔ afe 2020 afe a ɛto so abiɛsa mu no, nea wɔhwehwɛ no befi ase abrɛ ase wɔ afe a ɛto so anan no mu. Wɔ LCD TV brand ayɛfo ahwehwɛde a emu yɛ den a ɛfa panel bo a ɛba fam ho akyi no, ebia LCD TV panel bo bɛkɔ fam.
Wɔhwɛ kwan sɛ nneɛma a wɔde ma-ahwehwɛde a ɛfa LCD TV panel ho wɔ afe 2021 mu no bɛyɛ bere a ɛyɛ den sen afe 2020. Bere a wɔatwe South Korea LCD ayɛfo no afi hɔ no, wɔhwɛ kwan sɛ LCD TV a wɔhwehwɛ no bɛsan aba bio wɔ afe 2021 mu, nanso ɛda adi sɛ LCD TV panel ahorow a wɔde bɛma no bɛtew bio. Enti, LCD TV panel bo bɛkɔ soro bio, na kyinhyia no befi ase wɔ afe 2021 no fã a ɛto so abien no mfiase na ɛbɛkɔ so akosi 2021.
