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Panel Shipments：
The MNT panel shipment in July’22 was about 11.8Mpcs, decreasing 14.5% 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. Major brands continue to decline their orders because of a high level of inventory, and still continue to implement the de-stocking strategy.

3. Although most panel makers revised down the capacity, but the market is still in the state of oversupply. Therefore, monitor panel price will continue to decline, and the cost pressure for panel makers will also be further increased. What’s more, the inventory’s pressure continues to increase for both panel makers and brands, and price war will continue to intensify. As Dell has clearly revised significantly panel procurement in Aug. and Sep., the panel shipments are expected to 10.1M in Aug. with a decline by 14% MoM.

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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