The United States imposed a 25% tariff on Chinese imports in the 200 billion yuan list. The next wave of 325 billion yuan tariff list will be extended to consumer products such as LCD TVs. Many US channel providers have discussed Black Friday stocking in advance.

XHS Diary, senior research director of IHS Markit, pointed out that the black Friday price war was launched ahead of schedule, and the mainland second-tier panel factory Huike and Panda Group joined the battle, which greatly increased the pressure on panel price reduction.

Xie Qinyi said that the most important promotion season in North America is the Black Friday in November. In the past, it was negotiated with the panel factory and the whole machine manufacturer from July to September. The specifications and prices were negotiated and shipped to the United States for 3 months. Monthly listing promotion. However, North American channel operators are worried that the tariff arrow is on the string. Therefore, in May and June, they began to negotiate the stocking of Black Friday. They hope to avoid the impact of 25% tariff by getting the goods in advance.

Black Friday schedule, the channel to break the price to attract consumers to the store to consume, so although there are quantity but the price is very poor, now the early stocking, is equal to the early price, deepen the panel price pressure.

The price of TV panels fell sharply in March and April. The small and medium-sized panels such as 32-inch and 43-inch saw small rises. The 50-inch and 55-inch panels stopped falling, and the price of large-size TV panels above 65 inches fell.

However, because the market visibility is not high, coupled with the continued opening of new capacity, and the delay in Samsung's capacity conversion, the price of TV panel prices has been suppressed. In early May, TV panel prices rose, and the price of large-size TV panels continued. The trend of falling.

Xie Qinyi said that it is expected that the panel price increase will end in June and July. The price of TV panels above 55 inches continues to fall, while the TV panels below 50 inches are also due to the increase in inventory.

Unexpectedly, under the impact of the Sino-US trade war, the panel price war started ahead of schedule. Although this wave of US imports of Chinese imports from the $200 billion list was subject to a 25% tariff, the main impact was on consumer goods, but the United States. The process of levying tariffs on US$325 billion in goods has been initiated. This list includes LCD TVs, which also makes brand manufacturers and channel manufacturers more nervous, and decided to prepare in advance, so as to flash through the trade war. High tariff risk.

In addition, this year, in addition to the 11th generation of Huaxing Optoelectronics Co., Ltd., Huike and CLP Group also have 8.6 new generations of production, and grab this black Friday promotional order at a very low price. The main products of the 8.6 foundry include 32-inch, 50-inch and 58-inch panels, which are the most expensive.