Starting the fourth quarter, the market demand for smartphone panels is still showing a clear trend of differentiation. The increase in the price of some parts and components drives up the cost of the whole device, which keeps the low-end demand again, which causes the low-end market to continue to shrink in the short term, and the demand for LCD panels weakens; OLED panels remain strong under the high demand for iPhone.
On the supply side, the effective supply of panels is showing a trend of steady growth. At the same time, panel makers are actively optimizing their product strategies, including capacity allocation and price strategies, so as to achieve better returns.
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According to data, smartphone panel prices in October still showed a trend of differentiation. Among them, a-Si panels are declining regularly, demand continues to decline, and the supply-side capacity is increased. Some panel makers adopt low-price competition strategies to win more orders, and a-Si Cell prices will continue to decline.
In October, module prices remained stable as a whole. With the decline of Cell prices, module prices will have the opportunity to usher in a decline at the end of the fourth quarter.
In terms of LTPS panels, Driver IC still has a price increase trend in the fourth quarter, but the demand for terminal brands is showing a weak trend. It is expected that the price of LTPS smartphone panels in October will maintain a steady trend as a whole. As for OLED, limited by the cost pressure brought by Driver IC, the price rise pressure faced by customers with less demand will continue to exist.
In terms of tablet panels, affected by the shortage of the main control chip of the whole machine, the overall market demand is showing a continuous downward trend, and the supply and demand of tablet panels are loose. The report predicts that tablet module prices in October will show an overall downward trend.
