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Quarterly Key Component Market Update - 2Q25
Last Modified
2025-06-11
Update Frequency
Quarterly
Format
The quarterly report covers movements of the panel upstream component industry, including component price trend, product development trend, panel techology development trend, and panel cost analysis.
Key Highlights
Due to tariff policies, overall panel demand remains solid, leading to stable component demand with some rush orders emerging. However, panel makers are requesting further reductions in component prices. DDI prices are expected to decline. Polarizer prices remain stable due to tight supply of upstream film materials. Backlight module prices have shown a slight downward trend. Glass substrate prices remain steady without room for increases.
Table of Contents
- Key Component Status Update
- Panel Roadmap Update
- Special Topics
- Mainstream Panel Cost Comparison
- Panel Cost Analysis
- Conclusion
<Total Pages: 43>
Category: Upstream Components , Panel Industry , Display Technologies
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