Affected by the increase in production of major supplier LG Display (LGD) in South Korea, the price of OLED panels for large-size TVs continued to fall. The decline expanded to 5% in the fourth quarter of this year, which has shrunk for two consecutive quarters. This has also affected the prices of Japanese TVs. , After the estimate, the price may continue to fall.
According to the Nikkei Shimbun, the epidemic has pushed up the demand for the housing economy. The price of OLED panels rose for the first time in three years in the second quarter of this year. However, the price of the third quarter fell again by about 3%, and the price of OLED panels has fallen by 20% in the past two years. about.
South Korea’s LGD’s foundry in Guangzhou, China, began mass production of 55-inch and other large-size OLED panels for TVs last year (2020), and gradually increased production. The current OLED panel shipments have increased by 70% compared with last year. American research company DSCC estimates that LGD's OLED panel shipments will increase to 10.5 million in 2022, and prices may continue to fall.
The wholesale price of OLED panels for 65-inch TVs this season fell 4% from the previous quarter to US$805 (approximately NT$22,000); 55-inch OLED panels also fell 5% to US$475 (approximately NT$13,000). ).
Due to the decline in the price of the main component OLED panel, which has also affected the price of OLED TVs, the current price of 55-inch OLED TVs in Japan has fallen below 250,000 yen (about 60,000 Taiwan dollars). Coupled with the slowdown in housing demand, Japan’s domestic 4K in November this year , Compared with the same period last year, OLED TV shipments have shrunk by more than 10%, and have fallen into contraction for 5 consecutive months.
