Shipment 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：SigmaintellTechnical comparison: Technological advantages are obvious with diversified forms, and industrial technology iteration is promoted Brands’Plan: Participation has increased significantly, and
Date：2023-12-01 Source：SigmaintellVisitors check out products at the BOE booth during a high-tech expo in Chengdu, Sichuan province. WANG QIN/FOR CHINA DAILY Chinese display panel maker BOE Technology Group Co Ltd said late
Date：2023-11-30 Source：China DailyCurrently, OLED display have gradually become the "standard configuration" for smartphone and are steadily increasing their penetration in medium-sized applications such as tablets and notebooks. T
Date：2023-11-29 Source：SigmaintellIn Nov, global TV panel market demand environment continues to worse, supply chain upstream and downstream game increasingly anxious. From the demand side, the contradiction between weaker demand i
Date：2023-11-27 Source：SigmaintellOverviews: Global smartphone panel shipments of about 510 million pieces in 23Q3, a growth of 18.7% YoY Landscape: Various technical segments in market still present the obvious head enterpr
Date：2023-11-13 Source：SigmaintellIn November, with the gradual recovery of smartphone market demand, under the trend that panel prices are at a critical node of bottoming out and the risk of structural supply and demand
Date：2023-11-07 Source：SigmaintellFor the global smartphone market growth of brand competitors, Xiaomi and Transsion had relatively outstanding advantages in 23Q3. Samsung maintained its 1st position with the shipments of 57.4 mill
Date：2023-11-06 Source：SigmaintellOverview：Sigmaintell forecasts that global tablet panel shipments are expected to be about 120 million pieces in 23H2, a decline 9% YoY Technical Mix：New products of domestic makers help LTP
Date：2023-11-02 Source：SigmaintellDDIC supply and demand relationship shows a regional differentiation, the growth of mainland China OLED DDIC capacity supply is slow. The reduction space of DDIC price continues to narrow,
Date：2023-11-01 Source：SigmaintellInfluenced by the recovery process of downstream application demand, the utilization rate of each process is still showing a divergent trend. Specific analysis of each process is as
Date：2023-10-31 Source：Sigmaintell
