According to the survey of several market research institutions, the price of panels of various sizes has kept rising since July, and the supply chain has also heard that panel manufacturers are still in short supply despite full production. It is expected that the shortage will not ease in the short term. This seems to be the result of the rise of upstream raw materials.
Moreover, who would have thought that the shutdown of Samsung Note7 would also have contributed to the rise in the price of LCD modules? The unexpected shutdown of Note7 will bring high losses to Samsung. Some analysts said that Samsung may use its dominant position in the parts supply market to increase the price of mobile DRAM, flash memory chips, screens and other parts to make up for it. Under the pattern of global economic integration, everyone is interdependent. It really affects the whole body!
Of course, it does not rule out that there are also some factors of speculation by individual manufacturers. So, is it a partial price increase or an overall price increase? Will it affect the overall performance of the manufacturer and further affect the future HMI market? We will wait and see.
Accordingly, gongkong ® It is believed that the reason for this round of increase is the change in the supply and demand relationship of upstream raw materials, and the LCD module will still be in a situation of short supply for a long time. In the past two years, HMI prices have been in a downward trend, gongkong ® According to market research, this is caused by the stir of low-end products of domestic HMI manufacturers. Now, HMI manufacturers have raised prices collectively. On the premise of stable and vigorous demand, it is estimated that the overall market size of HMI will increase by about 5% this year driven by the price increase.
Here is gongkong ® Relevant analysis of market research on HMI market in the third quarter of 2016:
1. In Q3 2016, the overall market size of HMI increased by 5.0% year on year, and the overall market basically continued the good trend of the second quarter; The HMI market grew 2.9% year-on-year in the first three quarters, and the annual growth rate is expected to be 2.5~3%.
2. From the perspective of industry, packaging machinery, consumer electronics, transportation and other industries all performed well;
3. From the product analysis, the middle and low-end product market performs better than the high-end product market, but the competition is becoming increasingly fierce. According to the analysis of the new products released by major manufacturers, the business focus has a trend towards the middle and low end.
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Post time: Nov-14-2022