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1.Panel Market

The global economy continues to deteriorate under the influence of the epidemic, the energy crisis and other factors, and the demand for consumer electronic products continues to be weak. Panel makers face great challenges in achieving their performance this year. Therefore, individual panel makers require set brands  to take delivery as much as possible according to the LTA target signed at the beginning of the year, but it will cause a certain amount of inventory for set brands. According to data from Sigmaintell, the global demand for smartphone panels in 2022 is forecast to be 1,368mil.(TLCM).
At present, the industry as a whole lacks driving force, and there will still be inventory of set brands in 2022. As a result, the global market forecast for 2023 is 1,327 Mil.(TLCM) ..

2.Display Price

At the end of the third quarter, although the demand for flexible OLED panels has improved, driven by Apple's iPhone 14 series and the new flagship models of the leader set brands, the overall global demand for smartphone is still negative, and the "peak season is not prosperous". The supply and demand of panels of various technologies are in a state of oversupply. According to Sigmaintell’s data, the prices of smartphone panel will continue to decline in September.

The specific analysis of each technology is as follows:

a-Si: "continuous decline"
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LTPS: "continue to decline"
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OLED: "Downtrend"
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3.Panel Makers

>SDC
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>Tianma
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>CSOT
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>HKC
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4.S&D

'S&D overall trend:
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>a-Si:
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>LTPS:
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>ROLED:
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>FOLED:
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