Panel Shipments：
The global notebook shipments in Mar’22 were about 23.2Mpcs, basically unchanged MoM. In the first quarter, the global notebook shipments were about 70.3Mpcs, decreasing 9% QoQ and increasing 4% YoY due to the base. While the shipment of NB panel is sluggish, which is mainly affected by the following factors:
1. The overall consumer demand in the market is weak due to the epidemic, rising inflation and cyclical weakening of commercial demand.
2. As the panel price continues to decline, panel manufacturers' price strategies and customer orders begin to adjust, and the market share of panel manufacturers with price advantages will gradually increase.
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Panel Supply：
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End Demand：
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洞察
