Core Insights: > Multiple Factors Weigh Down Utilization Rate of Domestic FOLED Fabs. > Global smartphone panel shipments stayed stable in Q1 2026. The transformation of set strategies has unleashed new growth momentum for FOLED panels. Multiple Factors Weigh Down Utilization Rate of Domestic FOLE......
2026-6-15Monitor Panel： In June, price growth of global monitor panels continued to slow down, and prices of some mainstream specifications are expected to level off. Following the conclusion of the 618 shopping festival stocking cycle and the full release of pre-stocking demand by brands, brand inventory level......
2026-6-10MNT Panel In May, global monitor panel prices continued their upward trend, with the MoM price increases of mainstream specifications narrowing moderately, as the industry entered a critical period of supply and demand gaming. Driven by the combined effects of a structurally tight supply and demand l......
2026-5-28As of May, the pace of demand-side adjustments has slowed, with the global TV panel market maintaining a static equilibrium. From the perspective of panel demand, following the conclusion of both sports event-related stocking and the first-half promotion inventory buildup, brand vendors have largely complet......
2026-5-26Core Insights： > Accelerated restructuring of the global supply chain and upgraded strategy for independent control of OLED materials > Demand structure iteration: Coexistence of total volume growth and slowing growth; short-term pressure does not alter long-term resilience > Global scale exce......
2026-5-25Smartphone Panel In Q2 2026, the global smartphone display panel market continued to grapple with sluggish demand, maintaining an oversupplied and loose overall market landscape. The industry faced tough headwinds amid high costs and weak demand. While overall panel prices remained stable, divergent t......
2026-5-18Core Insights: > Global Tablet Panel Shipments in Q1 2026: A marginal YoY increase masks deep structural divergence beneath an apparently stable surface > Declined approximately 21% YoY, with the downside cycle set to extend further > South China tablet-like products posted YoY growth, ......
2026-5-13