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...
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...