PV manufacturers are still conservative about market demand even though the result of the US-China anti-dumping preliminary verdict will be announced soon. These circumstances have led to weak demand in July and slow stock clearance have led to high inventory levels within the overall supply chain. Recent market prices have also substantially declined and certain quotations even decreased below manufacturers’ breakeven point, which in turn led to lowest OEM prices in recent times, according to EnergyTrend, a subsidiary of Taiwan-based market intelligence firm TrendForce.
Global shipments of large-size panels reached 71.78 million in June 2014, up 3.4% on month. TV panel shipments reached 20.95 million, up 0.6% on month, while LCD monitor panels slipped 1.4% to 13.48 million largely as increased demand for TV products pushed down demand for monitors. Notebook panel shipments meanwhile reached 16.29 million, down 3% on month, and tablet panel shipments reached 21.05 million, up 16.2% on month, according to WitsView, a subsidiary of Taiwan-based market intelligence firm TrendForce.