In 21Q2, affected by the epidemic in Southeast Asia, global smartphone shipments show a downward trend compared to the previous quarter. However, due to the low base in the same period last yea
Date:2021-07-29 Source:SigmaintellTV panel: The third quarter is the traditional peak season for the global LCD TV panel market, but due to the gradual lifting of social isolation in Europe and the United States, the h
Date:2021-07-26 Source:SigmaintellAfter a rational adjustment of set makers in 21Q2, the third quarter enters a stable period. On the supply side, the direct supplier prefers to transfer capacity to the server market with bette
Date:2021-07-25 Source:SigmaintellRevenue and the rate of display assemblies continued to increase, and shipments of automotive screens of before market increase by approximately 17% YoY According to Sigmaintell survey
Date:2021-07-22 Source:SigmaintellIn the first half of 2021, the supply of LCD TV panels remains tight. On the demand side, the heat from the " housing economy" continues, driving demand for global LCD TV panels to maintain a s
Date:2021-07-21 Source:SigmaintellMobile Panel Demand side: The third quarter is the traditional peak season for stocking, but due to the following three factors, the demand momentum is weak. 1. The domestic m
Date:2021-07-19 Source:SigmaintellDemand: Multi-application are gradually opened. It is estimated that the overall demand for small and medium-sized OLED panels will be close to 1.2 billion in 2025. Smartphones are dev
Date:2021-07-13 Source:SigmaintellThe third quarter is the traditional peak season for the global LCD TV panel market, but the demand momentum is weak in this year due to the following three factors: ①With the popularization of
Date:2021-07-07 Source:SigmaintellIn 21Q2, set makers have gradually adjusted their shipment expectations, but their stocking plan for the direct CIS suppliers has not been adjusted accordingly, resulting in some sensor shipmen
Date:2021-06-29 Source:SigmaintellTV panel: Entering the end of the second quarter, on the demand side, the Chinese market continues to be weak, the sales scale of the "6.18" promotion season drops by more than 20% bas
Date:2021-06-25 Source:SigmaintellMobile Panel Demand side: Set makers have begun to adjust inventory levels, and overall demand has shown a downward trend. Supply side: Due to the decline in demand for SP pan
Date:2021-06-17 Source:SigmaintellEntering the end of the second quarter, the terminal market and stocking demand for brands gradually returned to rationality and it show a clear structural differentiation. Among them, the supp
Date:2021-06-07 Source:SigmaintellTV Panel: Entering the end of second quarter, due to the weak performance in terminals market in China, Southeast Asia, and other regions, brands’ stocking demand has gradually returne
Date:2021-05-31 Source:SigmaintellOn the supply side, memory capacity is tilted towards the more profitable server market. In May, set makers’ demand is gradually declined rationally. In the context of shortages and price incre
Date:2021-05-26 Source:SigmaintellBeginning in May, the stocking plan of set makers is further reduced, and the stocking pace also slows down. Under the background that there is no substantial increase in the capacity of the se
Date:2021-05-26 Source:SigmaintellMobile Panel Demand side: Set makers inventory pressure begins to appear. On the one hand, it originates from the early purchase of terminal brands in 21Q1. On the other hand, due to t
Date:2021-05-14 Source:SigmaintellAfter the mergers and acquisitions in the panel market in 2020, the TV panel market has ushered in a adjustment period . At the same time, COVID-19 is spreading around the world, and housing ec
Date:2021-05-12 Source:SigmaintellEntering May, the global LCD TV panel market is still in short supply, but the regional differentiation on the terminal market and the structural differentiation on product demand have begun to
Date:2021-05-07 Source:SigmaintellMobile Panel Influenced by Driver IC and the shortage of upstream parts, terminal brands began to adjust the annual forecast orders. Under the current situation of high invent
Date:2021-04-14 Source:SigmaintellEntering 21Q2, despite the weak performance on the Chinese TV market, the overseas market still remains strong with active channel stocking. Driven by strong overseas terminal demand and invent
Date:2021-04-12 Source:Sigmaintell