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On August 17, the U.S. Department of Commerce announced the latest revisions to its Entity List, which now includes 38 additional Huawei subsidiaries. Suppliers are prohibited from providing semiconductor products and components manufactured with U.S. equipment and software to Huawei and its subsidiaries. TrendForce provides the following analyses on the impacts that the expanded sanctions against Huawei have on five tech industries, including semiconductors, memory products, smartphones, display panels, and 5G communications.
TV panel prices have been maintaining their upswing in August, with 55-inch panels and 32-inch panels each registering price hikes of about 10%, according to TrendForce’s latest investigations. IT panel prices have also been gradually rising, thanks to stable demand from end-markets. Most panel manufacturers are thus expected to make a rebound out of the seven consecutive quarterly losses they had previously suffered and finally turn a profit, in either August or September. As such, the panel industry is projected to make a significant improvement in terms of profitability in 3Q20.
BOE and CSOT strategically adjusted their Gen 8.5 production lines by shifting some production capacities from TV panels to monitor panels instead, according to TrendForce’s latest investigations. At the same time, the COVID-19 pandemic generated a massive demand for WFH and distance learning, leading to an increase in IT product shipments. As a result of these developments, the market share of Chinese monitor panel manufacturers rose to 38% in 1H20.
TV panel prices started to decline in early- to mid-2Q20, according to TrendForce’s latest investigations. In an effort to clear inventory and alleviate pressure from falling TV panel prices, some panel manufacturers decided to either lower their capacity utilization or shift their production capacities to IT panels, which saw greater demand at the time. When the pandemic slowed down in late-2Q20, however, a wave of urgent orders for TV panels emerged as well. Given panel manufacturers’ inability to completely fulfill the spiking demand from TV brands, TV panel prices rebounded into an upswing. On the whole, under the dual influences of production capacity shifts and the COVID-19 pandemic, global TV panel shipment reached a modest figure of 129.05 million pieces in 1H20, an 8.4% decrease YoY.
The COVID-19 pandemic caused major disruptions in the TV supply chain in 1H20, including work stoppages and deferred deliveries throughout upstream, midstream, and downstream companies. Various retail outlets were also forced to halt operations due to pandemic-induced lockdowns, further affecting TV brands’ shipment performances. According to TrendForce’s latest investigations, total shipment of TV brands in 2020 is expected to reach a mere 214.11 million units, a 1.7% decrease YoY, but a 4% increase from the previous forecast in March, during which the outbreak’s spread was at its most aggressive. This increase in forecasted yearly shipment suggests that the stay-at-home economy generated by the pandemic is consistently gaining momentum.