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.
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