Peak season is not prosperous. Although the smartphone panel demand is less than expected in 23Q3, the brand panel demand is still growth, especially LTPS LCD supply appeared in a struct
Date：2023-08-21 Source：SigmaintellOverview: global smartphone panel shipments reached about 951 million pieces in 23H1, an increase of about 9.7% YoY. The effect of head enterprises in each technology segment is obvious: BOE
Date：2023-08-10 Source：SigmaintellOverview: Global tablet panel shipments reached about 130 million pieces in 23H1, basically flat YoY. Structure: solid technical structure, a-Si still dominates, structure of size shows a po
Date：2023-08-09 Source：SigmaintellIn 2023, the global economic growth rate will decline, and it is expected that the global economy will show a "moderate recovery" from 2024 to 2025. Industry development Cost I
Date：2023-08-08 Source：SigmaintellAfter three quarters of inventory adjustment, IC supply&demand tend to balance, and the supply of upstream wafer equipment capacity is still sufficient Price competition for phone OLED
Date：2023-08-03 Source：SigmaintellFrom a sub-maker aspect, shipments from all major global smartphone makers showed a decline trend, with the exception of Transsion. Samsung mobiles remained at the top of the industry with n
Date：2023-07-28 Source：Sigmaintell32", panel makers continue to control capacity. In July, panel price will rise by US$2.
Date：2023-07-27 Source：SigmaintellOn the demand side, the end brand actively pulls goods in 23Q2, the demand in 23Q3 is still weak. On the supply side, the market situation of each technology is different, supply and demand
Date：2023-07-18 Source：SigmaintellGlobal smart home projector and laser TV step into high growth Laser TV: Focus on "high-end" + "large size screen", Hisense accounts for more than half of the market share The
Date：2023-06-12 Source：SigmaintellUnder the background of returning to healthy inventories, panel makers generally take the strategy of "on-demand production". At the same time, due to the impact of increased TV panel or
Date：2023-05-29 Source：SigmaintelleMagin is an OLED microdisplay maker in the USA, focusing on the research and development, and design of OLED screens. Its OLED microdisplays are mainly used in military, medical, industrial, and o
Date：2023-05-24 Source：SigmaintellScale: The market index returned to the level before the epidemic, and the demand in 23Q2 recovered moderately by 10% For the global IT panel market, 2022 was a year of heavy load, mainly du
Date：2023-05-23 Source：SigmaintellSeewo is an education-focused brand under CVTE, which provides comprehensive solutions for education informatization based on IWB/IFPD and their peripheral products. CVTE has two bran
Date：2023-05-17 Source：SigmaintellIn May, smartphone market demand recovered moderately. With the increase of orders of some brands and the strategic shift of production capacity of LTPS LCD panel makers to medium-sized appl
Date：2023-05-16 Source：SigmaintellPanel shipments: Double digit decline in shipments, expected to recover on MoM in the second quarter Supply and demand and price: Short-term panel prices have risen beyond expectations, and l
Date：2023-05-08 Source：SigmaintellFrom the perspective of set makers, Samsung still ranks first in the industry in terms of shipment, but sales of mid to low end entry-level machines, including the A-series, have been sluggish,
Date：2023-04-28 Source：SigmaintellAlthough the global TV end market is still sluggish, Chinese set makers are actively stocking for "6.18". At the same time, global brands have recovered their panel stocking demand sligh
Date：2023-04-28 Source：SigmaintellAffected by the supply and demand relationship, wafer foundry prices continued to decline in the first quarter of 2023, with an average month on month decrease of about 10% in mature pro
Date：2023-04-26 Source：SigmaintellThanks to the decrease in display inventory and the demand for order conversion, the UT of LTPS LCD production line generally improved 23Q2. From the overall supply and demand relationship perspect
Date：2023-04-19 Source：SigmaintellMobile Panel The specific analysis of each technology is as follows: LTPS LCD：In the second quarter, with the increase of some types of panels, the demand for LTPS LCD has recove
Date：2023-04-19 Source：Sigmaintell
