In 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：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：Sigmaintell
