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Panel Shipments：

The global notebook panel shipments in Feb'22 were about 23.02Mpcs, increasing 12% YoY and decreasing 5% MoM. The main factors which cause falling shipment include:

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Brand performance：

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Outlook：

As previously analyzed, the significant decline in low-end demand and the development trend of accelerated structural upgrading have prompted panel manufacturers to shrink low-end capacity and focus on middle-to-high end capacity. But......