Abstract: COVID - 19 (COVID - 19) affect the global monitor industry, and the Tokyo Olympic sports competitions held delay, let the panel factory again facing oversupply, prices are low, joint polarizing film prices also have pressure, although reported polaroids tight supply and demand, prices are expected to increase by 3-5%, but under the panel prices depressed, polarizing film rally could continue to convergence.
COVID - 19 (COVID - 19) affect the global monitor industry, and the Tokyo Olympic sports competitions held delay, let the panel factory again facing oversupply, prices are low, joint polarizing film prices also have pressure, although reported polaroids tight supply and demand, prices are expected to increase by 3-5%, but under the panel prices depressed, polarizing film rally could continue to convergence.
Global polaroid is impacted by the outbreak, season 1 grain rate is low, with China around the city, spin logistics transport schedules, raw material inventory turns more tight, lead to April 3, polaroid integral tension between supply and demand, the mainland factory of polaroid three the spectrum spread to adjust the deflection of season 2 plate prices, rose by an average of 3-5%, for Taiwanese factory Ming base material, is also expected to follow.
However, the industry pointed out that the overall polarizer supply and demand due to the impact of the epidemic in Japan and South Korea is tight, but still need to further discuss the price with customers, if the panel price continues to decline, the polarizer can be relatively limited room to rise.
Observation panel prices recently, according to the market mechanism of wisdom consulting (Sigmaintell) forecast, due to the regional capacity, entity retail store lockout, panel purchasing falling demand shock manufacturers, mainstream LCD TV panel prices are terminated in April rally showed a trend of decline, expected on May 2 - $5 each size price will fall, market participants believe that panel prices continue to fall, adverse polarizing film factory to raise prices, one cannot expect prices to rise by 3-5%.
Pneumonia outbreak, on the other hand, also affect the demand and supply of polarizing film marketing agency Omdia said polaroids in short supply situation will continue this year, while the short-term polaroid cool demand by the outbreak, but contains three new production line spectrum, ChengBo planning all deferred back, still imbalance between supply and demand to alleviate adverse, and factory in the first three months of Korea LG Chem also announced the closure of two 2300 mm wide line, turning out 2500 mm ultra wide plate production line, kunshan cheng chi mei 2500 mm also join production, affects the global polarizing film market supply and demand
