三星库存压顶:电视面板采购量骤减 中国供应商承压

GPLP犀牛财经
14 Jul

根据市场调研机构奥维睿沃(AVC Revo)最新数据显示,截至2025年4月底,三星电子面板库存周期飙升至19周,这一数字远超行业8-10周的安全线。为缓解库存压力,三星于二季度大幅削减面板采购量,其LCD面板采购量从一季度高位骤降至830万片,并计划三季度进一步下调。24.01-25.06F主要TV制造商库存变化趋势三星此次高库存源于多重因素叠加。今年一季度,受“国补”政策延续及美国加征关税预期...

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