IHS recently released late October panel prices, once again staged a big surprise, 10 months of large size TV panel fully rose $10 to $15, or more than 10%, with large size as the main TV panel shipments AUO (2409) and qunchuang maximum benefit, will drive the tiger fourth quarter profit hit a new high this year.

IHS display of general manager Xie Qinyi said that in the six generation plant cutting and AUO 65 inch TV production Innolux panel, 65 inch panel in October even rose $20, the main reason of Shuanghu capacity has been in Japan and South Korea International TV brands package, can only supply little high order 65 inch panel to other TV manufacturers, leading to 65 inches panel prices rose more than expected.

As for the 40 inch panel, the main October rose $15, or 13%, AUO 40 inch main rose $13 or 10%, 49 or 9% inch also rose $13, up $6 or 3% 55 inch LCD monitors and laptops. The panel price computer also has a 1% to 5% increase, mobile phone panel is the price trend is continuing, and synchronous color crystal CPT also benefit.

Xie Qinyi said, affected by the 32 inch panel rose, 32 inch TV brand TV factory has been unprofitable, push to change the larger TV to enhance the profit, in large size TV panel supply in the fourth quarter continued to tighten.

Because the demand for LCD TVs, Korean TV brands and TV plant in the fourth quarter strong, but the overall TV panel supply is insufficient, especially 40 inches to 55 inches panel largest gap, expected in prices continued to push up, AUO and Innolux fourth quarter profit will be high this year. However, the TV manufacturers, panel prices rising, will make the TV factory facing the great cost and pressure loss.

WitsView senior research associate Qiu Yubin said, in the size of TV panel prices in October rose 40 inches to 43 inches more than $10, up 49 inches to 55 inches large size TV panel prices also rose $5 to $10, larger 65 inch and even rose $10 to $15, rose is comprehensive.

Qiu Yubin said that the expected panel plant in the fourth quarter profits would be higher than the third quarter, rising operating performance. As for 2017 because of the global panel of new production capacity of less than 4%, is expected in the first half of next year the size of the TV panel is still out of state, mainly by the seven generation of Samsung factory will be affected in this year 11 month closing.