Entering March, although the overall utilization of global LCD production lines has significantly rebounded, with the pull-in demand for TV panels and the widening profit margin diff
Date：2024-03-06 Source：SigmaintellIn February, with production control plan in Spring Festival has settled, the tight supply atmosphere in global LCD TV panel market gradually formed. From the demand side, even the end market deman
Date：2024-02-28 Source：SigmaintellMonitor Panel o21.5" FHD, Open cell and LCM prices remain stable in Feb.; Entering the end of February, despite the influence of the Spring Festival holiday and production control on th
Date：2024-02-27 Source：SigmaintellSmartphone Panels: a-Si LCD: In February, the demand for smartphone panels from some brands and white-label market channels has slowed down, and the prices of a-Si LCD smartphone panels are m
Date：2024-02-22 Source：SigmaintellSmartphone Panels: a-Si LCD: In February, the demand for smartphone panels from some brands and white-label market channels has slowed down, and the prices of a-Si LCD smartphone panels are m
Date：2024-02-22 Source：SigmaintellOverview: "Low inventory" and "low prices" contribute to demand growth, with annual shipments of approximately 2.1 billion units, a year-on-year increase of about 18%. Competition: Mainland
Date：2024-02-19 Source：SigmaintellThe global TV market remains stable, with a 3.0% decline in shipments in 2023 and an anticipated slight increase of 0.6% in 2024. Brand competition exhibits a "Matthew effect," with the top
Date：2024-01-31 Source：SigmaintellShipment Volume: In 2023, global smartphone shipments were about 1.11 billion units, a year-on-year decline of 3.9%, with the decline narrowing. A mild recovery is expected in 2024. Recovery
Date：2024-01-30 Source：SigmaintellIn Q4 2023, the average capacity utilization rate of major foundries was about 74%, representing a year-on-year decline of approximately 16 percentage points. As inventory adjustments are nearing c
Date：2024-01-27 Source：SigmaintellMonitor Panel 21.5" FHD: The Open cell expected to decrease by $0.2, and LCM will decrease by $0.1 in January. Entering the first quarter, the sentiment in both the set market an
Date：2024-01-25 Source：SigmaintellShipment Scale: A decline of 4.5% YoY in 2023, with a moderate performance in 2024 Supply Pattern: A stable competitive landscape, with a 6:4 ratio between mainland and overseas. F
Date：2024-01-24 Source：SigmaintellPanel Shipments: Recovery from the trough, with end-market demand as the key to recovery strength. Supply Chain: The fluctuations cycle of panel price will shift from a strong cycle to a wea
Date：2024-01-23 Source：Sigmaintell1. In 2024, the global supply and demand for DDIC will be largely balanced, with a potential shortage risk for OLED DDIC in smartphones from mainland China in the second half of 2024. 3. The
Date：2024-01-18 Source：SigmaintellEntering the first quarter, demand for stockpiling of certain panels by smartphone end brands and channels will slow down. However, facing the background of rising prices for various com
Date：2024-01-17 Source：SigmaintellMonitor Panel Sigmaintell forecasts that in Jan., Open Cell panel prices are expected to decline by $0.2, and gaming models will decrease by $0.5~ $1.0. For LCM, it will decline by $0.1~$0.2.
Date：2024-01-04 Source：SigmaintellAt the end of December, the battle to defend their profits in global LCD TV market supply chain has start and it is difficult to seek a compromise. On the one hand, end market performance came to a
Date：2023-12-26 Source：SigmaintellMonitor Panel In Nov., the panel prices of consumer brands and the second-tier customers had a slightly drop, while commercial brands also asked the module price drop because of the se
Date：2023-12-25 Source：SigmaintellSmartphone panel a-Si LCD: The demand for a-Si LCD smartphone panels in December remains growth, and some panel makers are also increasing their shipments. After a wave of price incre
Date：2023-12-14 Source：SigmaintellMonitor面板 o21.5”FHD, Open cell panel price is expected to decline by $0.2, LCM will remain stable in Dec.; o27”FHD: Open cell panel price will continue declining, LCM will remain
Date：2023-12-06 Source：SigmaintellAt the end of this year, the year-end promotion in all regions came to an end, the promotion results of “11.11” in Chinese market and "Black Friday" in North-American market show decreasing trend,
Date：2023-12-05 Source：Sigmaintell
