In Q3, with seasonal peak demand for inventory buildup coupled with the recovery in panel supply, the global LCD TV panel market maintained a dynamic balance amid volume-price negotiations. On the
Date：2025-08-26 Source：SigmaintellSmartphone panel Against the backdrop of relatively stable global smartphone market demand and intensified brand competition centered onpricing and channel strategies, the incremental market
Date：2025-08-15 Source：SigmaintellForeword - Structural Trends: Flexible OLED Expands Presence in Mid-Tier Segment as a-Si LCD Cost Advantage Drives Steady Growth OLED Sector: Korean Suppliers Continue to Lead High-E
Date：2025-08-13 Source：SigmaintellIn 25Q2, the average UTR of major global wafer foundries was approximately 82%, representing a YoY increase of about 8 percentage points. Driven by tariff-related risk factors in 25H1, downstream c
Date：2025-08-11 Source：SigmaintellGlobal HV wafer capacity is expected to grow by about 8% in 2026, with utilization rate dropping to around 70%. Demand is driving rapid technological iteration: Dual Gate, TDDI, TED, RAMless
Date：2025-08-06 Source：SigmaintellThe BT substrates used in BGA packaging typically adopt a multilayer stacked structure (6-8 layers). By impregnating fiberglass cloth with BT resin, a composite substrate is formed, providing criti
Date：2025-08-04 Source：SigmaintellForeword Under the “red ocean” competition for existing market stock, pricing and channel strategies have become pivotal means to drive short-term shipments. In the global market, Samsun
Date：2025-08-04 Source：SigmaintellHigh-Performance Compact Tablet Market: The 8~9-inch " Dark Horse" Defying Market Trends. Supply Chain Value Reassessed: Panels, Communications, Batteries, and Processing Chips Emerge as Key
Date：2025-07-31 Source：SigmaintellMonitor Panel On the supply side, the strategic reduction of monitor LCD capacity by overseas makers, coupled with soft recovery in TV panel demand and growing demand for small-sized applica
Date：2025-07-30 Source：SigmaintellIn Q3, due to the soft recovery both on stock demand and panel capacity, global LCD TV panel market supply-demand tend be balanced and slightly loosen. In terms of demand, stocking demand for the p
Date：2025-07-26 Source：SigmaintellIn July, brand procurement increased on a MoM basis, supported by seasonal restocking from second-tier markets, overall TV panel demand shows a mild sequential recovery. On one hand, br
Date：2025-07-10 Source：SigmaintellMonitor Panel In July, the domestic monitor market has entered a demand adjustment phase following stronger-than-expected sales during the “618” promotion. With the en
Date：2025-07-10 Source：SigmaintellDuring the 2025 "6.18" promotion period, China online unbundled monitor market witnessed an exceptional surge. According to monitoring data from Sigmaintell, total sales during this promotion (May
Date：2025-07-03 Source：SigmaintellMonitor Panel On the supply side, weakening TV demand has led panel makers to shift part of their capacity to IT applications, gradually easing the previous supply shortage in the monitor se
Date：2025-06-30 Source：SigmaintellAI glasses enter a period of rapid growth, with global market size expected to reach 5.7 million units in 2025, surpassing 110% yoy growth. Smartphone makers such as Huawei and Xiaomi are le
Date：2025-06-27 Source：SigmaintellAs the first half of the year draws to a close, the global TV panel markets supply-demand environment has shifted from balance to a slight loosening, influenced by demand-side trends that started s
Date：2025-06-26 Source：SigmaintellRising tariff pressures and supply chain challenges are driving the growing importance of Mainland China domestic materials. The rise of production capacity in Mainland China is driving cont
Date：2025-06-25 Source：SigmaintellForeword The rivalry between traditional giants and emerging players is reshaping the value distribution of the global supply chain. It is projected that the demand for LTPS LCD panel
Date：2025-06-19 Source：SigmaintellSigmaintell 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：Sigmaintell
