The 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：SigmaintellSmartphone Panel a-Si LCD：Driven by the price increase demand for G8.x a-Si LCD high-generation production lines, cell prices experienced a slight uptick in April. However, with rising opera
Date：2025-04-16 Source：SigmaintellAccording to statistics from Sigmaintell, Tianma BOE AUO （Innolux）/Carux Additionally, while some panel manufacturers have not directly ventured into Ti
Date：2025-04-11 Source：SigmaintellMonitor Panel o21.5"FHD: In April, the price of Open Cell and LCM panels both are expected to rise by $0.3. In April, the U.S. reciprocal tariff policy disrupted North American supply
Date：2025-04-09 Source：SigmaintellReciprocal tariffs have become an important variable, and the global consumer electronics supply chain is facing a "qualitative change" turning point. According to the analysis of Sigmaintel
Date：2025-04-08 Source：SigmaintellMonitor Panel Looking ahead to Q2, panel makers may further adjust capacity allocation, with high-generation lines’ UT expected to decline QoQ. Monitor panel supply is unlikely to improve si
Date：2025-03-27 Source：SigmaintellAfter experiencing a quarter-long upward cycle, the global LCD TV panel market is entering a pre-heating phase characterized by cost competition dynamics. On the demand side, after the escalation o
Date：2025-03-26 Source：SigmaintellAccelerated Supply Chain Relocation: Under the U.S. tariff hikes on Chinese imports, the notebook supply chain is accelerating its shift from China to Southeast Asia and other regions to mitigate t
Date：2025-03-21 Source：Sigmaintell
