By hmimcu According to CINNO Research’s monthly panel factory production survey data, in July 2022, the average turnover rate of domestic LCD panel factories was 73.3%, down 2.3 percentage points from June and down nearly 21 percentage points from July 2021.
Among them, the average momentum rate of the low generation line (G4.5~G6) was 71.1%, down 3.4 percentage points month-on-month; the average momentum rate of the high generation line (G8-G11) was 73.6%, down 2.1 percentage points month-on-month, of which the average crop rate of the G10.5/11 high generation line fell below 75%, down 6.9 percentage points from the previous month.
In order to reduce the pressure on panel inventory and slow down the decline in panel prices, quanqiu panel factories began to reduce the crop rate in the second quarter, the crop line of quan ball panels fell to 70% in June, further adjusted to 66% in July, and the revenue rate of LCD panel companies other than Chinese mainland in July has dropped to about 55%.
Affected by power curtailment in Sichuan, Chongqing, Jiangsu and other places in mid-August, some panel factories passively increased the reduction rate, and CINNO Research predicted that the average turnover rate of panel production lines in august Chinese mainland will further decline. hmi screen tft
According to CINNO Research monthly panel factory production survey data, the average activity rate of domestic AMOLED panel factories in July was 41.6%, an increase of 4.5 percentage points from June, of which the average utilization rate of G6 AMOLED production line increased to 38%, still in a low state of operation, and no obvious breakthrough was seen.
