相关链接

1.Panel Market

After the sales of the second quarter, the set brand inventory has decreased, but most of the terminal brand inventory is still relatively high level, but most of the set brands inventory is still in a relatively high level, under the downward trend of panel prices, the brands strictly control the spare parts inventory, panel procurement shows a weak trend. According to the data of Sigmaintell, Global smartphone panel demand is expected to fall to about 1435 Mil(TLCM) in 2022, down about 8.5% YOY.

There are some good signs: Epidemic prevention policies on the Chinese mainland are gradually relaxed, and the economy is recovering. Demand for consumer electronics is a good sign that will probably drive demand for smartphones better.

2.Display Price

At the end of the second quarter, the global demand for consumer electronic products is still weak, and the supply and demand of various technologies for smartphones and smart panels are still in a loose state. On the demand side, end brands are not very motivated to purchase, and restoring strong demand in the short term is challenging. On the supply side, in the face of weak market demand, some panel makers have passively reduced production, and some panel makers have begun to optimize their product structure. However, the price is still based on a regular price reduction strategy. According to Sigmaintell’s data, smartphone panel prices continued to decline in June.

The specific analysis of each technology is as follows:

a-Si: " Continuous Decline"
......

LTPS: " Continuous Decline"
......

OLED: " Stable & trend to decrease"
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3.Panel Makers

>Visionox
......

>CSOT
......

>SDC
......

>HKC
......

4.S&D

S&D overall trend:

>a-Si:
......

>LTPS:
......

>ROLED:
......

>FOLED:
......