Reported 7 months ago
According to IDC, the global research team for professional contract manufacturing and display industry analysis, the shipments of TV panels and monitor panels in the first and second half of the year are slightly imbalanced due to brand factories pulling in shipments earlier than usual, with an estimated 51:49 ratio of shipments for the first and second half of the year. The latest report shows a decline in the monthly shipment volumes for various large-size panels in April 2024, attributing it to the spiraling increase in panel prices since February, prompting downstream panel procurement customers to adopt a 'Pull-in Strategy.' This resulted in a surge of demand in the first half of the year, leading to the highest average utilization rate for large panels in the second quarter seen in the last nine quarters. As procurement concerns about rising prices prompted early demand in the second quarter, it is predicted that the third quarter will see a slight adjustment in utilization rates to maintain panel prices and achieve profitable goals for 2024. Expectations point to a slight growth in shipments of various large panels this year, with panel manufacturers strictly controlling production pace to stabilize prices for applications in the third quarter.
Source: YAHOO