Mobile 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：SigmaintellAffected by the coronavirus, consumption at home in 2020 has increased the use frequency and duration of PC products. The new rigid demand for consumers to purchase and replace notebooks has pushed
Date：2021-03-29 Source：SigmaintellTV panel: Entering the end of 21Q1, the performance of the global terminal market is divergent that the Chinese market is still not optimistic while the overseas retail market is still
Date：2021-03-24 Source：SigmaintellMobile Panel In 2021Q1 is not off-season. The primary requirement of the brand is to ensure delivery, and it can accept the rising price of components. Due to worries about the subsequ
Date：2021-03-16 Source：SigmaintellBecause the medical device and its display market is relatively unpopular before 2020, the squeeze of the epidemic on medical resources has caused the demand for medical devices, especially ven
Date：2021-03-11 Source：SigmaintellDemand "blowout" release, market share depends on supply capacity Affected by the epidemic, set marker demand in the first half of 2020 was sluggish. With the release of epidemic div
Date：2021-03-11 Source：SigmaintellThe COVID-19 overseas continues, and terminal retail demand on TV remains strong. Inventory of major TV brands in the world is low, and stocking demand for brand continues to be strong driven b
Date：2021-03-08 Source：SigmaintellIn terms of scale: scale has grown against the trend, and the pattern of "oligarchs" has formed In 2020, global smartphone panel shipments reached 1.89 billion pieces, YOY 6% Accordin
Date：2021-03-01 Source：SigmaintellUnder the influence of the increasing demand for automotive and security image sensors, upstream wafer foundries and package capacity have become increasingly tight, and many of them have issue
Date：2021-02-26 Source：SigmaintellOn the demand side, the price of 5G smartphones dropped to 1,000 yuan, and the average memory density of a single smartphone continued to rise. In February, the demand for terminal brands increase
Date：2021-02-26 Source：SigmaintellTV panel: The positive effects of the overseas "housing economy" and fiscal policies are continuing, terminal retail performance in Europe and the United States continues to be stron
Date：2021-02-25 Source：Sigmaintell
