For the 21.5" FHD, the price of Open cell panels in March is expected to rise by $0.6, and the price of LCMs is expected to rise by $0.3. Low-end HD TN: The price of mainstrea
Date:2024-03-27 Source:SigmaintellFor the 32" panels, as secondary demand starts to cool down but panel supply is dynamically controlled, the average price in March is expected to rise by $1.
Date:2024-03-26 Source:SigmaintellFrom the perspective of panel suppliers, according to financial reports from 2023, many panel makers have been in a continuous state of loss, with significant differences between different display
Date:2024-03-25 Source:SigmaintellAfter experiencing a contrarian breakout and robust growth of about 11% year-on-year in 2023, the question of whether the Chinese unbundled monitor market can maintain a growth momentum is one of t
Date:2024-03-22 Source:SigmaintellIn 2023, global shipments of flat panel displays were approximately 241 million units, a year-on-year decrease of 7%. BOE (Beijing Oriental Electronics) remains at the top, followed closel
Date:2024-03-07 Source:SigmaintellEntering March, although the overall utilization of global LCD production lines has significantly rebounded, with the pull-in demand for TV panels and the widening profit margin diff
Date:2024-03-06 Source:SigmaintellIn February, with production control plan in Spring Festival has settled, the tight supply atmosphere in global LCD TV panel market gradually formed. From the demand side, even the end market deman
Date:2024-02-28 Source:SigmaintellMonitor Panel o21.5" FHD, Open cell and LCM prices remain stable in Feb.; Entering the end of February, despite the influence of the Spring Festival holiday and production control on th
Date:2024-02-27 Source:SigmaintellSmartphone Panels: a-Si LCD: In February, the demand for smartphone panels from some brands and white-label market channels has slowed down, and the prices of a-Si LCD smartphone panels are m
Date:2024-02-22 Source:SigmaintellOverview: "Low inventory" and "low prices" contribute to demand growth, with annual shipments of approximately 2.1 billion units, a year-on-year increase of about 18%. Competition: Mainland
Date:2024-02-19 Source:SigmaintellThe global TV market remains stable, with a 3.0% decline in shipments in 2023 and an anticipated slight increase of 0.6% in 2024. Brand competition exhibits a "Matthew effect," with the top
Date:2024-01-31 Source:SigmaintellShipment Volume: In 2023, global smartphone shipments were about 1.11 billion units, a year-on-year decline of 3.9%, with the decline narrowing. A mild recovery is expected in 2024. Recovery
Date:2024-01-30 Source:SigmaintellIn Q4 2023, the average capacity utilization rate of major foundries was about 74%, representing a year-on-year decline of approximately 16 percentage points. As inventory adjustments are nearing c
Date:2024-01-27 Source:SigmaintellMonitor Panel 21.5" FHD: The Open cell expected to decrease by $0.2, and LCM will decrease by $0.1 in January. Entering the first quarter, the sentiment in both the set market an
Date:2024-01-25 Source:SigmaintellShipment Scale: A decline of 4.5% YoY in 2023, with a moderate performance in 2024 Supply Pattern: A stable competitive landscape, with a 6:4 ratio between mainland and overseas. F
Date:2024-01-24 Source:SigmaintellPanel Shipments: Recovery from the trough, with end-market demand as the key to recovery strength. Supply Chain: The fluctuations cycle of panel price will shift from a strong cycle to a wea
Date:2024-01-23 Source:Sigmaintell1. In 2024, the global supply and demand for DDIC will be largely balanced, with a potential shortage risk for OLED DDIC in smartphones from mainland China in the second half of 2024. 3. The
Date:2024-01-18 Source:SigmaintellEntering the first quarter, demand for stockpiling of certain panels by smartphone end brands and channels will slow down. However, facing the background of rising prices for various com
Date:2024-01-17 Source:SigmaintellMonitor Panel Sigmaintell forecasts that in Jan., Open Cell panel prices are expected to decline by $0.2, and gaming models will decrease by $0.5~ $1.0. For LCM, it will decline by $0.1~$0.2.
Date:2024-01-04 Source:SigmaintellAt the end of December, the battle to defend their profits in global LCD TV market supply chain has start and it is difficult to seek a compromise. On the one hand, end market performance came to a
Date:2023-12-26 Source:Sigmaintell