According to the monthly panel factory production survey data of cinno research, in April 2022, the average production rate of China's LCD panel factory was 88.4%, down 1.8 percentage points from March. Among them, the average crop movement rate of the low generation line (G4.5 ~ G6) was 78.9%, down 5.3 percentage points from March; The average planting rate of the high generation line (G8 ~ G11) was 89.4%, down 1.5 percentage points from March.
Overall, affected by the closure and control of the epidemic and weak terminal demand, the production rate of TFT-LCD panel production line in China was adjusted accordingly in April, especially some G4 5 ~ G6 low generation line is located in the sealed off area of East China, and the decline of Jiadong is greater; But G10 The average grain movement rate of 5 / 11 high generation line remains above 90%. In terms of production area, the total production area of TFT-LCD panels in China in April decreased by nearly 5% compared with March. Cinno research predicts that in the future, with the adjustment of inventory demand, the panel plant production rate will have a further downward trend.
In April, the average production rate of AMOLED panel plants in China dropped to 38%, down 5.5 percentage points from March, and the production area was the same as that in February. The production area of Hehui Edo and Tianma Tianma decreased significantly in April, and the increment of Visionox Technology Inc(002387) visionox production area was the largest.
