The sales of large-size panels are still not as expected. The impact of the withdrawal of production capacity to small and medium-sized household appliances subsidies has exceeded the market's general expectations. The sales of TVs are still sluggish, resulting in large-size shipments still not optimistic. In the face of the upcoming sales season, The shipment situation of TVs has not improved. With the sharp price cuts of large-size panels in the third quarter, the production capacity of the world's major panel makers has gradually shifted to small and medium-sized. The profitability of small and medium-sized panels will be greatly challenged, with backward technology and backward production capacity. Small and medium-sized panel makers will be affected, and the price of small and medium-sized panels will be rapidly reduced.
TV demand overdraft symptoms gradually eased, good policy can expect home appliance subsidy policy to overdraw the demand for TV in the domestic market in advance, due to the durability of TV, the demand for overdraft symptoms eased for a long time, but the overdraft symptoms are gradually eased, expected with 4K TV costs The gradual reduction of the domestic demand for television will gradually emerge. At the same time, in the face of the sluggish TV market, the state's support will be strengthened. A new round of support policies can be expected, but the way of support may be different.
Structural adjustment of products will eliminate some of the backward production capacity. With the rapid launch of China's high-generation line, it has had a major impact on the global panel industry. The upgrading of the production line has strengthened the adjustment capability of the production line. The production line is limited, and the backward production capacity will be gradually eliminated. Especially with the transfer of high-generation line capacity to small and medium-sized, it will have a major impact on the entire industry. Due to the large number of customers and the large differences in products, small and medium-sized panels put forward higher requirements for the marketing capabilities of enterprises. Domestic panel makers will undoubtedly occupy an advantage. Domestic terminal and panel companies have also strengthened mutual cooperation and will cause comparisons with foreign companies. The impact of the global outdated production capacity has further accelerated.

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