B[Agency: Cost pressure adds to weakening demand, and the utilization rate of large-generation panels is expected to increase to 79.6% in October] September 21, according to TrendForce’s latest panel industry research, affected by the surge in AI demand, the upstream material production capacity of the panel industry has been squeezed, which is expected to cause the total cost of TV panels to increase by 4% to 7% in the fourth quarter of 2026. At the same time, due to increased cost pressure from downstream customers and peak season stocking coming to an end in the third quarter, TV panel demand (unit) is expected to decrease by 4% quarter-on-quarter in the fourth quarter. Faced with the dual changes of rising costs and weakening demand, the three major panel manufacturers, BOE (BOE), TCL CSOT (TCL CSOT) and HKC (Huike), respectively decided to use the National Day holiday to implement production cuts in response to the decline in client demand. It is estimated that the utilization rate of large-generation lines of fifth generation and above will decrease by 4.2 percentage points month-on-month to 79.6% in October. B[Shenzhen Tianma A: The company is promoting the application of flexible AMOLED technology in high-end flagship and folding products] On September 10th, Shenzhen Tianma A9 stated at the performance briefing meeting that the company will prioritize improving operating quality and improving profitability, and will firmly implement the "2+1+N" development strategy. In the field of vehicle-mounted displays, the company is accelerating its penetration into the vehicle-mounted assembly and vehicle-mounted new energy markets to build higher barriers to competition; in the field of consumer displays, the company is promoting the application of flexible AMOLED technology in high-end flagship and folding products, and is actively expanding into diversified scenarios. In addition, the company will accelerate penetration in the IT display field and continue to strengthen its differentiated competitive advantages in segments such as sports and health, professional display, etc. In the non-display field, the company will also steadily promote the development and application of technologies in areas such as smart dimming glass, bio-microfluidic chips, panel-level smart antennas, and glass-based packaging substrates to cultivate new directions for business development. B[Agency: Global AMOLED mobile phone panel shipments will increase by 3.8% year-on-year in the first half of 2026] September 7th, CINNO Research statistics show that in the first half of 2026, the global market AMOLED smartphone panel shipments will be approximately 430 million pieces, a year-on-year increase of 3.8%, and the overall performance is better than expected. Although the smartphone terminal market is facing the pressure of weak demand, leading brands such as Apple and Samsung have maintained a stable procurement rhythm with their solid supply chain advantages and strong profitability resilience, becoming an important support for driving shipment growth. At the same time, in the face of subsequent market uncertainty, some domestic panel manufacturers took the initiative to release some future demand in order to maintain production line utilization and avoid potential risk of cost increases, further pushing up shipments in the first half of the year. In addition, against the backdrop of more conservative consumption intentions and longer replacement cycles for new phones, demand in the mobile phone repair market has increased significantly, providing additional growth for overall shipments.
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