The next wave of tariff lists of 325 billion yuan will extend to consumer products such as LCD TV. Many U.S. channel providers are discussing Black Friday stock ahead of schedule.

Xie Qinyi, senior research director of IHS Markit, pointed out that the black Friday price-cutting war started ahead of schedule, and Huike and Panda Group, the second-line panel factories in mainland China, joined the battle, which increased the pressure of panel price-cutting.

Xie Qinyi said that the most important promotional season in North America is Black Friday in November, which used to be July to September to negotiate specifications and prices with panel factories and whole-machine factories. The three-month shipment date was sent to the United States to catch up with the launch in November. However, North American channel traders are worried about tariff arrows, so they started negotiating Black Friday stocks in May and June in advance, hoping to avoid 25% tariff shocks by picking up the goods in advance.

Black Friday, the channel offered a breakdown price to attract consumers to the store to consume, so although there are quantities, but the price is very poor, today's early stock, is tantamount to early price reduction, deepening the pressure of panel price reduction.

The price of TV panel rebounded in March and April. The price of medium and small size panel such as 32 inches and 43 inches rose slightly. The price of 50 inches and 55 inches panel stopped falling. The price of large size TV panel with 65 inches or more converged.

However, due to the low market visibility, the continued opening of new capacity, and the delay of Samsung's capacity conversion, the momentum of TV panel price rise was suppressed. In early May, the quotation of TV panel price froze up, while the price of large-size TV panel continued to decline.

Xie Qinyi said he expects the panel price rise to end in June and July, with prices of TV panels above 55 inches continuing to fall, while those below 50 inches are also under pressure because of increased inventories.

Unexpectedly, under the impact of the vicissitudes of the Sino-US trade war, panel price war started ahead of schedule. Although this wave of tariffs imposed by the United States on imports from mainland China in the $200 billion list mainly affected consumer goods for people's livelihood, the United States has initiated a tariff increase procedure for $325 billion of goods, which includes LCD TV and products. Brand manufacturers and channel manufacturers are more nervous and decide to prepare in advance to avoid the high tariff risk after the trade war.

In addition, this year, besides Huaxing Optoelectronics 11 Generation Factory, Huike and China Power Group, the second-line panel factory in mainland China, have also put into operation 8.6 Generation new factories, which have grabbed the promotional orders on Black Friday with very low prices. The main products of Mainland 8.6 generation factories include 32 inch, 50 inch and 58 inch panels, which have the greatest price pressure.