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In September, the global TV panel market was still in the destocking cycle, and the shipment volume recovered slightly. On the one hand, as panel prices fell below the cash cost, the panel maker launched the largest production reduction plan in history under the pressure of loss, looking forward to clearing the inventory burden as soon as possible, and strategically promoted the panel factory to achieve the goal of reducing losses. On the other hand, under the background of sluggish overall demand, and September was the end of the panel stocking season, the recovery of short-term stocking demand for brands was still weak. On the whole, the production level of panel makers hit a historical low in September, and the panel shipments showed an MoM recovery driven by the strategy, which affected the continuous decline in the inventory of panel makers. According to research data from Sigmaintell, the global LCD TV panel shipments in September were 22.01Mpcs, a YoY decrease of 0.6% and an MoM increase of 6.2%; the shipment area reached 13.82M㎡, a YoY decrease of 6.2% and an MoM increase of 9.1%.

Entering Q4,
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BOE
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CSOT
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HKC
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CHOT
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Taiwan makers
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Korean makers
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