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Panel Shipments：

The MNT panel shipment in June’22 was about 13.8Mpcs, decreasing 2.4% MoM. Overall, the MNT market continues to be depressed, and analysis of the reasons mainly include:

1. Affected by the macro-economy and inflation, the overall market continued to be sluggish, and market demand continued to decline;

2. The main terminal customers’ demand continues to decline, and their inventory continues to rise. In Q3, all brand factories continue to implement destocking strategies;

3. Although some panel factories have decreased capacity of MNT panel, the market is still in a state of oversupply.

Therefore, the panel prices will continue to decline, and the pressure of panel factories’ cost will further increase. Whether for panel factories or brands, the inventory pressure continues to increase, and the price war will continue to intensify. It is estimated that the MNT panel shipment volume in July is expected to be 12.5M, a month-on-month decline of 9%. The performance in Q3 is not prosperous in the peak season, and panel shipments are expected to be 38.8M, down by 8% from the previous month.

Brand performance：

BOE
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LGD
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AUO
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Innolux
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CSOT
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HKC
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CEC
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CHOT
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Outlook：
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