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According to Qunzhi Consulting, in September, the price of mainstream global display panels continued to trend steadily. The recovery in demand during the traditional peak season fell short of expectations and formed a weak balance between supply-side rational production control. Coupled with rigid support for travel costs, panel manufacturers and terminal brands continued to agree on price stability. On the demand side, the gradual release of “Double Eleven” and “Black Five” pre-holiday preparation demand will support overall demand in September, but demand recovery falls short of expectations, commercial demand release is limited and consumer demand momentum is insufficient; on the supply side, affected by the recovery in demand for TV panels, panel manufacturers continue dynamic capacity allocation strategies, display panel supply remains at a reasonable level, and the market maintains a weak balance pattern; at the cost level, upstream material prices remain high, and panel manufacturers and terminal brands are facing high cost pressure. Mainstream specifications are expected to continue steady. Judging from comprehensive research, Qunzhi Consulting expects prices of mainstream display panels to continue to trend steadily in September.

智通財經·09/07/2026 06:33:27
語音播報
According to Qunzhi Consulting, in September, the price of mainstream global display panels continued to trend steadily. The recovery in demand during the traditional peak season fell short of expectations and formed a weak balance between supply-side rational production control. Coupled with rigid support for travel costs, panel manufacturers and terminal brands continued to agree on price stability. On the demand side, the gradual release of “Double Eleven” and “Black Five” pre-holiday preparation demand will support overall demand in September, but demand recovery falls short of expectations, commercial demand release is limited and consumer demand momentum is insufficient; on the supply side, affected by the recovery in demand for TV panels, panel manufacturers continue dynamic capacity allocation strategies, display panel supply remains at a reasonable level, and the market maintains a weak balance pattern; at the cost level, upstream material prices remain high, and panel manufacturers and terminal brands are facing high cost pressure. Mainstream specifications are expected to continue steady. Judging from comprehensive research, Qunzhi Consulting expects prices of mainstream display panels to continue to trend steadily in September.