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In July, the end demand in the European and American markets continued to be sluggish, the procurement strategy of global brands was still conservative, which affected the procurement in Q3 to maintain a low level in the past ten years. However, it is difficult for panel makers to control production at this stage to match the contraction in demand. The high inventory accumulated at the end of Q2 will supplement the panel supply in Q3. The global LCD TV panel market supply remains loose, and it is difficult to alleviate the pressure of high inventory in the short term.

On the demand side,
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On the supply side,
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According to the "S/D model" of Sigmaintell, the global LCD TV panel S/D ratio in Q3 was 15.3% (area basis), and the S/D of all sizes showed a loose state. Panel prices are expected to continue to decline in July, and as panel prices have fallen below cash costs, the price decline is expected to narrow in August. The performance of each size are as follows:

32"
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43"
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50"
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55"
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In terms of large size,
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