According to Sigmaintell (Sigmaintell) forecast data, global LCD TV panel shipments are expected to enter a weak recovery cycle from 2024 to 2025, and the scale of shipments is expected to continue to shrink starting in 2026. In the short term, panel manufacturers still need to rely on “on-demand production” to improve the relationship between supply and demand, and at the same time explore the direction of upgrading the size structure. Assuming that TV panel production capacity will increase to full production starting in 2026, according to the agency's estimates, in anticipation of a spiral decline in LCD TV panel shipment demand, the increase in average size will drive the demand area to increase year by year, but the reduction in production capacity is still in vain, and global LCD TV panel production capacity will continue to show excess supply and demand.
机构:2024~2025年全球LCD TV面板出货有望步入弱恢复周期
Organization: Global LCD TV panel shipments from 2024 to 2025 are expected to enter a weak recovery cycle
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