Innolux Yang Zhuxiang: Panel valley is approaching, dawn is coming

Core Tip: In the face of the recent panel market conditions and low prices, Innolux general manager Yang Zhuxiang believes today (27) that a major cycle of the panel industry will take about 12-18 months. In the second half of the year, when the economic situation stabilizes and the impact of the epidemic eases, demand can be Looking forward to recovery, the panel industry is entering the bottom of this industry cycle at this stage, and dawn is just around the corner. As for the recent epidemic lockdown, the direct impact on Innolux is limited.
In the face of the recent panel market conditions and low prices, Innolux general manager Yang Zhuxiang believes today (27th) that a major cycle of the panel industry will take about 12-18 months. In the second half of the year, when the economic situation stabilizes and the impact of the epidemic eases, demand is expected to pick up. At this stage, the panel industry is entering the bottom of this wave of industrial cycles, and dawn is just around the corner. As for the recent epidemic control, the direct impact on Innolux is limited.

Yang Zhuxiang described the panel industry in terms of time. He believes that the industry "has passed 12 midnight, and now it is two o'clock in the morning, not far from the morning." Since the panel boom in October last year, it is about to enter the bottom at this stage, and it is expected to rebound in the future. .

Yang Zhuxiang said that the short-term industry is affected by conflicts and the epidemic, which has led to increased uncertainties, but the rigid demand is still there, but the fermentation time is different. For example, the needs of college students to graduate into freshmen and freshmen to enter the school are changing, and the most needed now is The problem to be solved is logistics.

The Russian-Ukrainian conflict started nearly two months ago, and the demand for TVs in Europe and the United States has dropped sharply. Brand factories have also lowered their panel purchases. However, Yang Zhuxiang believes that as the conflict is expected to end in the second half of the year, the economy will stabilize, and the global coexistence trend with the virus is fermenting. , including reconstruction, the original wait-and-see demand will recover.

Hong Jinyang, chairman of Innolux, also expects that this wave of the panel industry boom will not be as tragic as in the past.