Shulou(Shulou.com)11/24 Report--

CTOnews.com March 16 news, CINNO Research released a report today, said that due to the Spring Festival holiday and the traditional off-season, February demand is still at a low ebb, but with the release of the epidemic after the recovery of consumption, mobile phone brand factory inventory, large-size panel prices rebounded to ease the pressure on mobile phones to fill production, demand from some panel factories rebounded in early March, and mobile phone panel prices may stop falling and stabilize by the end of the second quarter of 2023.

As for LCD, due to the measures taken by Gao Gen Line to further depress the growth rate to ease the operating pressure, the price of LCD TV large-size panels has stopped falling and rebounded, alleviating the pressure of filling and production of mobile phone panels to a certain extent. However, in the short term, the price of the mobile phone panel will remain under pressure, and the price of the a-Si / LTPS panel will continue to decline at a rate of 0.40 US dollars per month. Thanks to the optimization of supply and demand structure and dynamic inventory adjustment, CINNO Research predicts that a-Si panel prices may stop falling as soon as the end of the second quarter, and LTPS panel prices will most likely follow a-Si panel prices.

AMOLED, CTOnews.com learned from the CINNO Research report that flexible AMOLED panel market continues to oversupply, manufacturers still take filling capacity as the first choice, price strategy radical, March flexible AMOLED panel continues to decline at a rate of $1.50 per month, but as demand continues to improve, flexible AMOLED panel prices may usher in the end of the third quarter to stop falling.

▲ source: CINNO Research in addition, CINNO Research predicts that mobile phone panel prices will remain in a downward cycle in the short term, with a-Si / LTPS panel prices falling by $0.40 per month in March and April 2023, while rigid AMOLED panel prices will continue to decline by $0.50. Flexible AMOLED panel prices may fall by $1.50, but as demand continues to improve, LCD panel prices may bottom out at the end of the second quarter, and AMOLED panel prices may lag behind by a quarter.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.