Sigmaintell predicts that BOEs proposed investment this time does not involve management rights, but the possibility of gradually participating in some operations in the future cannot be ruled out.
Date：2025-06-18 Source：SigmaintellDilemma 1: Weakening end-market demand, lead V-shaped reversal in YoY shipment trends, with demand expected to decline in Y25H2. Dilemma 3: Tariffs are reshaping the TV manufacturing landsca
Date：2025-06-17 Source：SigmaintellSince the second quarter of 2025, monitor subsidies have contracted significantly, constrained by the pace of fiscal disbursement, platform support capacity, and the complexity of SKU filing proced
Date：2025-06-16 Source：SigmaintellMonitor Panel On the supply side, with demand for TV panels cooling down, panel makers are reallocating some capacity to IT applications. The earlier supply shortage of Monitor panels will g
Date：2025-06-10 Source：SigmaintellDriven by technological innovation and policy support, the global drone market is demonstrating vigorous development vitality. From the performance enhancement brought about by technological breakt
Date：2025-06-04 Source：SigmaintellMonitor Panel In May, global monitor panel demand remained strong, and production capacity supply saw some improvement, easing the previously tight supply-demand situation.
Date：2025-05-28 Source：SigmaintellIn May, panel makers control their supply to address the global LCD TV panel markets supply-demand imbalances. However, the misalignment between capacity adjustments that were less than expectation
Date：2025-05-26 Source：SigmaintellThe overall industry supply-demand remains loose; S&D of HV wafer of OLED shows better balance than that of LCD, with a projected supply-demand ratio of approximately 16.7% in 2025. RAMl
Date：2025-05-22 Source：SigmaintellGlobal Tablet Shipments Grew 8% YoY in 2025 Q1, but with Weak Growth Foundation, Uncertainty Exists in Annual Replacement Motivation Intensified Brand Competition Reshapes Low-End Market Sha
Date：2025-05-21 Source：SigmaintellOverview: Global Smartphone Panel Shipments in Q1 2025 Reach Approximately 540 Million Pieces, Nearly Flat Year-on-Year Competitive Landscape: BOE Maintains Clear Leadership, CSOT Holds Stea
Date：2025-05-20 Source：SigmaintellDriven by the dual stimuli of tariff fluctuations and national subsidies, the shipment volume of tablet panels in the first quarter of 2025 increased by 15% year-on-year. BOE remains firmly
Date：2025-05-19 Source：SigmaintellSmartphone panel a-Si LCD：With the weakening of TV panel demand and the impact of the May Day holiday, the utilization rate of some 8.x-generation high-generation production lines has been a
Date：2025-05-16 Source：SigmaintellIn 2025 Q1, driven by national subsidy policy, Chinas online monitor market showed a coordinated growth in both volume and price. Sales reached 3.5 million units, a YoY increase of 29.6%. The reven
Date：2025-05-12 Source：SigmaintellEscalating PC Industry Uncertainties: U.S. tariff policies have undergone multiple adjustments, leaving the global PC industry chain facing multiple uncertainties, including trends in tariff rates,
Date：2025-05-09 Source：SigmaintellForeword - According to the survey data from Sigmaintell, global smartphone shipments in the first quarter of 2025 reached approximately 290 million units, reflecting a slight yea
Date：2025-05-09 Source：SigmaintellMonitor Panel Considering both supply and demand, Sigmaintell forecasts that the mainstream specifications of Monitor OC and LCM panels in May will continue to rise moderately, although the
Date：2025-05-07 Source：SigmaintellIn May, the global LCD TV panel market is expected to show a dynamic balance between supply and demand amid adjustments in the supply chain. On the demand side, Chinese brands are scaling back proc
Date：2025-05-06 Source：Sigmaintell"May Day" Production Control: Shrink Panel Supply, Stabilize Supply-Demand Balance Capacity Mergers: Re-concentration of supply resources, reallocation of customer resources En
Date：2025-04-29 Source：SigmaintellMonitor Panel Considering both supply and demand, Sigmaintell forecasts that in April, the mainstream specifications of Monitor OC and LCM panels are expected to continue to see a moderate p
Date：2025-04-27 Source：SigmaintellIn late April, The adjustment of tariff policies has brought short-term certainty, and coupled with prominent inventory pressures in the supply chain, signs of weak panel demand are beginning to em
Date：2025-04-25 Source：Sigmaintell
