By changing the supply strategy South Korea panel factory, double effect andChina panel factory stocking in advance, leading to 40 inch LCD TV panel prices started to rise, the manufacturers for joint Innolux (3481) 39.5 inch into earlyfermentation process, and the Au (2409) and LG display (43 inch LG Display)arch products, due to the new size segmentation significantly, to set prices, sothat the panel factory and brand factory have an opportunity to profit from.

WitsView Research Manager Liu Chenhong pointed out that, due to the change of the delivery strategy of their own brand factory South Korea panel factory, 40 inch Samsung and LG display 32 inch and 42 inch TV panel supply of their own brand, caused the market panic, and China 6 brand factory, due to attack theouter sea market stock demand, double effect of high stocking in advance the 40 inch LCD TV panel, lead prices started to rise, leading to brand factory in advance into the 39.5 inch products, therefore benefit.

The new dimension segmentation favorable pricing

He pointed out that, Innolux 39.5 inch products previously monthly shipments of about 500000 pieces, but March is burst into 900000 pieces, but also reaction inrevenue in March, 39.5 inch products continue to do in the second quarter will be, this will lead to Innolux early so that the 39 inch ahead of the end ofproduction; if the Innolux 39 inch ahead of the end of production, only a singlemanufacturer AUO AUO, therefore may also follow up, and 65 inch 39 inch to replace the discontinued after the production of vacancy.

In addition, AUO and LG display is a new force of arch size 43 inch main Chinamarket, and LG display client is expected to launch new machine grab in 51 long,because the AUO originally expected to launch in the third quarter, at present, is likely to advance to the second season of production; Liu Chen Wang said,because the 43 inch products have 2 panel plant introduced, therefore 43 inchmarket of importing speed will be more rapid, also let 42 inch by 42 inch productschallenge, next year may follow decline.

He said, 43 inch products has been formed and trend, if adding 43 inch displaycamp, will help to consolidate 43 inch product forces, Samsung 40 inch to 39.5 inch product competition, price and product strategy in the future, it is about the future of 40 inch and 43 inch key price place.