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>> LGD 8.5 on behalf of the factory by the security incident in the third quarter panel supply tight fear 11th,July,2017
(LGD) South Korea Paju 8.5 generation P8-1 production line on the 24th of this month, personal safety accident, the production line immediately stop line maintenance, the local government has been involved in the investigation. (WitsView) pointed out that this event will impact the third quarter of the panel supply, due to the season will enter the stocking, do not rule out the second quarter has been weakly weakened panel prices to bring a certain degree of support effect.
As a result of the issue of security and personal accidents, it is expected that the time of overhauling and auditing will be lengthened. The shortest may take 2 weeks and the maximum delay is one month. After the inspection is completed, As this event will cause large-scale products will result in a single month loss of about 715km2 into the production capacity area, the third quarter of the panel supply is bound to cause a certain degree of impact.
WitsView to supply and demand model projections, respectively, in the P8-1 loss of 2 weeks and 4 weeks capacity of the situation, the third quarter of the industry due to the proportion of over-demand from the original 4.0% to 2 weeks of loss of 3.4%, with the loss of 2.8% Panel supply will be more tight. As the current season has entered the third quarter of the season, do not rule out the second quarter has been weakly weakened panel prices to bring a certain degree of support, especially in the recent performance of relatively weak 55-inch panel.
However, due to the sudden incident, the customer in the product portfolio of mobile and adjust the space is relatively limited, Japan and South Korea customers bear the brunt, it is expected that the land factory Beijing Oriental and Korean plant Samsung display is expected to benefit. Taiwan plant limited by the product mix configuration, the direct benefit of space is limited. However, WitsView that, in the process of moving the customer sector, does not rule out the indirect increase in the third quarter of the season ready for the road, the panel makers will be bullish.
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