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Panel Shipments：

The global notebook shipments in Jun’22 were about 18.8Mpcs, increasing 11.2% MoM. Although the shipment have picked up, it still in relatively low performance. The reasons include:1. Affected by the epidemic, rising inflation and the gradual end of overseas government subsides, the market demand is weak; 2. The brands’ current inventory are at a high level, and the end consumption continues to weaken, the inventory becomes more difficult to de-stocking, so the downward adjustment of the panel purchasing demand has become the general trend. The second quarter panel shipments are particularly sluggish, the volume of shipments is 53.5M, a decline of 24% QoQ. Into the third quarter, the brands will continue to go to the inventory management, and it is expected that panel shipments will be 50.8M, a decline of 5%.

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Panel Supply：
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End Demand：
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