Research Reports

Overview

TrendForce research team provides the quarterly large-sized panel market updates, which is consisted of the synthetic analysis of industry developments. In addition to profound studies on panel demands by applications and sizes, panel makers' development strategies, and panel profitability performances, the comments of current hot issues and trends are also published unperiodically.

Key Highlights

• TV panel prices have started to weaken in the second quarter, prompting panel makers to implement production controls. In the third quarter, panel makers have adopted an even more conservative production strategy. Considering the production control measures, prices may rebound in the fourth quarter, potentially driving panel shipment momentum.
• Monitor panels remain generally unprofitable for panel makers, and with brand clients recently lowering their panel demand, it is difficult to expect positive shipment growth this year.
• Recently, various brands have begun to increase their demand for notebook panels. However, since market drivers such as AI-PCs and replacement demand have not materialized so far this year, there is a significant risk of a sharp decline in panel demand in the fourth quarter.

Table of Contents

1. TV Market Overview
2. Monitor Market Overview
3. NB Market Overview
4. LCD Large-Sized Generation (Gen.5 & above) Supply & Demand Overview

<Total Pages: 38>