Technology Update Panel Market Trends in September

TapTechNews September 18th news, TapTechNews learned from CINNOResearch that entering September, driven by the pull-in demand of the traditional peak season in the third quarter, the low-end market and the high-end flagship market continue to improve, The strong demand momentum of a-Si panels continues, and the price will stabilize after reaching the bottom; the overall demand of flexible AMOLED panels has picked up somewhat driven by the demand of Apple's new machines, but domestic brands have limited market share in the high-end mobile phone market, and the stocking momentum of domestic brand manufacturers is still insufficient, and the overall price will remain stable.

In the aspect of a-Si: In September, the order demand for a-Si panels continued to be strong, and the main production lines were all fully operational, and the module price has approached the pressure-bearing line after continuous price reductions for several months, and will then tend to stabilize after reaching the bottom;

In the aspect of LTPS: The terminal demand remains weak, the mainstream LTPS production lines have relatively loose operation, and the LTPS panel price continues to callback, and at the end of the year, there may be new LTPS projects successively mass-produced and put into production in succession, and then the LTPS demand may improve somewhat;

In the aspect of AMOLED: The price of rigid AMOLED panels continues to remain stable; the overall demand of flexible AMOLED panels has picked up somewhat driven by the demand of Apple's new machines, and some mainstream production lines continue to be fully operational, and it is expected that the price of flexible AMOLED panels will remain stable;

CINNOResearch predicts that the a-Si price will remain at a low level and no longer decrease after reaching the bottom in September and October, and the LTPS panel price will continue to decline; the price of rigid/flexible AMOLED panels tends to be stable in the short term.