Insights
.TV In January, despite the impact of rising memory and component prices, some leading TV brand customers continue to actively build inventory, seeking to further expand market share by leveraging their relatively stronger access to memory and other components compared with smaller brands. As a...
Insights
.TV Entering January, procurement momentum at some TV brands remains relatively strong, supporting steady TV panel demand and allowing panel makers to maintain relatively high utilization rates. With the Lunar New Year falling in February, panel makers are planning production cuts during that p...
Insights
.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...
Insights
.TV As the year draws to a close, demand for TV panels has not cooled; instead, it remains steady and relatively firm. The main reason is that some brand customers expect panel prices to have reached the bottom and have begun increasing orders, even preparing early for 1Q26 demand. This has all...
Insights
.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...