Crowd wisdom consulting: The global LCD TV panel market in the third quarter maintains a dynamic balance between quantity and price.
Group Wisdom Consulting released a statement, stating that in the third quarter, panel supply has recovered in tandem with the peak season stocking demand, maintaining a dynamic balance in the global LCD TV panel market in terms of quantity and price. On the demand side, the current "pre-season boom period" for the annual big promotion has begun, and whole machine manufacturers have increased panel procurement compared to the previous period. The basic logic for manufacturers' active procurement trend lies in the combination of "promotion stocking" and "healthy inventory". At the same time, competition for market share has driven a significant increase in demand for panels from leading brands, while mid-range brands have adopted a more conservative procurement strategy due to operating pressures. In addition, demand from contract manufacturers and channel manufacturers has also increased. On the supply side, with the boost from demand recovery, panel manufacturers have loosened their production control, and Group Wisdom Consulting predicts that the capacity utilization rate will increase to 86% in the third quarter.
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