．TV Entering May, signs of weakening overall demand have begun to emerge as some brand customers started adjusting orders, although demand for larger-size panels remains better than for smaller sizes. Panel makers have also begun implementing 3- to 5-day production adjustments during the Labor ...

．TV Entering April, some brands continue to maintain demand for TV panels, particularly for large-size segments. At the same time, component costs for panels have continued to rise, driven by war-related energy issues and semiconductor capacity crowding. As a result, panel makers are taking a m...

．TV In February, TV panel demand is expected to stay relatively stable, while panel makers plan five to seven days of capacity adjustments during the Lunar New Year. This is likely to lower average utilization by about 10% from January, helping keep supply and demand balanced and supporting hig...

．TV Since December, brand customers have increasingly viewed panel prices as having bottomed out, while also growing concerned that memory shortages and rising prices could spill over into TV products and intensify next year. As a result, some panel demand originally planned for 1Q26 has been b...

．TV Entering November, demand for TV panels has only slightly weakened, with some brands still willing to place orders. Meanwhile, certain panel makers, aiming to hit their annual targets, have made only minor adjustments to utilization rates while actively coordinating with brand demand. As th...