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Panel Shipments：

The global notebook shipments in July’22 were about 15.8Mpcs, decreasing 15.9% MoM. The overall shipment performance continues to be sluggish. The reasons include: 1. Affected by the epidemic and inflation, the market demand is weak, especially in overseas; 2. The major brands’ inventory are at a high level, and the end consumption continues to decline, so it becomes more difficult to reduce inventory, and revising procurement down has become the general trend. In the third quarter, only Apple’s order will recover, and Dell&Lenovo continue to reduce by above 20%. Sigmaintell forecasts that the global notebook panel shipments will be only 48.6M in Q3, a decline of 9% MOM, and it’s still difficult to recover in Q4.

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Panel Supply：
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