The inventory situation of the upstream LCD panel factory and sales channels is a key factor affecting the supply and demand of LCD panels. According to the latest data report from DisplaySearch, the inventory of LCD panel makers has returned to a healthy level in December 2010, ending the inventory backlog in the first two months.
The turnover period of TV panel inventory is 7-8 days, the turnover period of display panel inventory is 6-7 days, and the turnover period of notebook panel inventory is 5-7 days. In addition, due to the lack of inventory pressure, panel prices, especially LCD TV panel prices, have begun to stabilize.
Although the inventory of panel makers has returned to a healthy level, brand owners still face pressure from stocks.
In the United States, sales in the retail market were active in the fourth quarter of 2010, and CCFL backlights were the main selling products. However, the market did not ease the inventory pressure of all brands. Most brands still face the high inventory problem of LED-backlit LCD TV modules. Therefore, DisplaySearch estimates that in the first quarter of 2011, brand owners will increase their sales efforts to focus on LED-backlit LCD TVs before the new module is launched in March.
In China, as of the end of December, good sales during the holiday period effectively reduced inventory pressure. We estimate that LCD TV inventory will be reduced to medium level by the end of December.
The turnover period of TV panel inventory is 7-8 days, the turnover period of display panel inventory is 6-7 days, and the turnover period of notebook panel inventory is 5-7 days. In addition, due to the lack of inventory pressure, panel prices, especially LCD TV panel prices, have begun to stabilize.
Although the inventory of panel makers has returned to a healthy level, brand owners still face pressure from stocks.
In the United States, sales in the retail market were active in the fourth quarter of 2010, and CCFL backlights were the main selling products. However, the market did not ease the inventory pressure of all brands. Most brands still face the high inventory problem of LED-backlit LCD TV modules. Therefore, DisplaySearch estimates that in the first quarter of 2011, brand owners will increase their sales efforts to focus on LED-backlit LCD TVs before the new module is launched in March.
In China, as of the end of December, good sales during the holiday period effectively reduced inventory pressure. We estimate that LCD TV inventory will be reduced to medium level by the end of December.