Polarizer Q4 brewing a wave of price increases, the increase is estimated to be 3-5%

In the fourth quarter, panel market conditions have recovered, and production capacity is in short supply. Orders can be seen until the first half of next year. The upstream polarizer factory Ming base material and Chengmei material will benefit simultaneously. Production capacity is nearly full, and supply and demand have maintained a healthy level. As panel prices continue to rise Trends, the market believes that the price of polarizers is also expected to rise simultaneously, with an estimated increase of 3-5%.

Observing that panel makers AUO and Innolux have improved their operations in the third quarter, and they both got rid of losses and turned losses into profits. They are also optimistic about the continued rise in panel prices, which will help their operations to heat up. According to the market research agency’s expectations, panel supply and demand remain tight in the fourth quarter , The price is expected to still have room for 10% increase, and the price rises, the market is optimistic that upstream polarizer manufacturers will benefit simultaneously.

The polarizer industry does not comment on the price, and only emphasizes that it will be evaluated and adjusted according to market changes. Industry officials pointed out that the panel returns to the cash cost price, and some polarizers that have previously faced bargaining pressure, such as 32-inch TV polarizers, are expected to increase. To ease the price pressure, the price of 60-inch TV panels remained relatively stable.

According to industry sources, Taiwan's polarizer production capacity is relatively limited, and it has been less impacted by the imbalance of panel supply and demand in the past. Considering related costs, it is estimated that there will be 3-5% room for adjustment of polarizer from the fourth quarter to the first quarter of next year.

Both Ming Base and Chengmei Material pointed out that production capacity in the fourth quarter will remain fully loaded, and orders will be seen in the first quarter of next year, and some orders will even be seen in the first half of next year. Among them, demand for polarizers such as TVs, laptops, and displays will remain High-end products will continue to focus on high-margin products, and the monthly growth trend of operations will remain unchanged.