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Panel Shipments：
The global notebook shipments in Apr’22 were about 17.8Mpcs, decreasing 32.2% MoM. The reasons for the sluggish overall shipment performance include: 1. Affected by the epidemic, rising inflation and cyclical weakening of commercial demand, the demand is weak; 2. In order to pursue supply chain security in last year, the main brand was too radical, which pushed up the inventory level in the half of the year. Superimposed to the change of terminal consumption weakening, inventory reduction has become more difficult, so it is a general trend to downward panel purchasing demand. In the second quarter, panel shipment downturn is difficult to reverse.

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Panel Supply：
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