相关链接

In August, the end market demand did not show recovery signs, but as panel prices broke cash costs and further fell to a low level, and arrival of peak sales season in Y22H2, it is expected to drive the panel demand to gradually improve on MoM, but the overall procurement demand still remains downturn. The supply side was dragged down by high inventories, and the panel supply remained high. The global TV panel market supply and demand(S/D) were loose, and the LCD TV panel price remained on a downward trend in August. At the end of the Q3, with the further optimization of brand inventory, and panel prices have no room to fall. At the same time, Korean and Taiwan panel makers have stepped up UT reduction efforts, and Chinese panel makers have been affected by multiple uncertain factors such as power constraints. The overall supply of LCD TV panels is expected to shrink further, driving some panel prices to usher in a steady decline.

On the demand side,
......

On the supply side,
......

The analysis of each size is as follows:

32"
......

43"
......

50"
......

55"
......

In terms of large size,
......