Insights
.TV Entering June, TV panel demand is beginning to show signs of easing as inventory build-up for 618 shopping festival and FIFA World Cup-related promotions gradually winds down, while preparations for year-end promotional campaigns have yet to begin. Panel makers have also started to feel sof...
Insights
.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 ...
Insights
.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...
Insights
.TV Entering March, TV demand has remained stable. North American distributors have recently agreed to raise retail prices for small- and mid-sized TVs starting in the second quarter, boosting TV brands’ confidence to increase panel procurement. With demand holding steady, panel makers are al...
Insights
.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...