Panel shipment and forecast：
In the Mar.'22, global monitor panel shipments was about 16.4Mpcs, a month-on-month increase of 7.6%; affected by the base, the year-on-year growth was more positive. Overall, the market continued to be sluggish, but panel shipments remained solid in March. In order to ensure the BP achievement rate in the first quarter, panel manufacturers have adopted aggressive price strategies to seek shipping chance. However, from the perspective of the main customers demands, the trend of downward continued from March to April. Therefore, the panel shipments seems to be larger than the actual demand during this period. At the same time, panel makers have not adjusted their production capacity, and the risk of panel inventory continuing to rise further increases. It is expected that the panel shipment pressure will further increase in April, and the shipment scale is expected to be 14.4M, a month-on-month decrease of 12.4%.
Demand：
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Panel price and forecast：
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From Size perspective:
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洞察
