相关链接

Panel Market

Negative factors such as the escalating conflict between Russia and Ukraine and the repeated COVID-19 in China continue to affect the demand for smartphone set makers, making the demand for smartphone panel gradually decline. According to the data of Sigmaintell, the global demand for smartphone panel will be reduced to about 1533 Mil(TLCM) in 2022. down about 2.3% YOY.  

Display Price

Global economic growth in 2022 is weaker than expected. With the recurrence of the epidemic, coupled with the situation of the Russian-Ukrainian war and its impact, it is expected that the global demand for smartphones will decline by about 2~3% than expected, which may directly affect the enthusiasm of set makers purchasing on smartphone panels in the second quarter. On the supply side, the utilizations of some technologies panel makers are at lower levels. According to Sigmaintell data, smartphone panel prices will still show a decline in March.

The specific analysis of each technology is as follows:

......

Panel Makers

>SDC:

>BOE:

>CSOT:

>Tianma:

>CTC:

>CTO:

>HKC: