Crowd Wisdom Consulting: It is expected that the overall price of smartphone panels will mainly stabilize in December.

According to the prediction from Sigmaintell, the overall price of smartphone panels in December is mainly stable. As 2024 comes to an end, the inventory of whole machines from brands has increased slightly, but the demand for mid to high-end models remains relatively good. With the continuation of the "national subsidy" policy, it is expected that next year it will further cover mobile phone products, and the demand for smartphone panels from most terminals remains stable. Specific analysis of various technology panels are as follows: a-Si LCD: In December, the overall market demand remains strong, with strong demand in the South China and other OEM markets. The supply of a-Si LCD panels remains at a relatively high level, and the price of a-Si LCD will continue to remain stable. LTPS LCD: Although the demand for LTPS LCD panels in smartphones continues to shrink, the supply of LTPS LCD smart panels remains in excess supply. However, due to the lack of new projects, panel manufacturers have a low willingness to lower prices. The price of LTPS LCD in December is expected to stabilize. ROLED: In December, the price of rigid OLED smartphone panels will remain stable. FOLED: The demand for high-end models in the mainstream market is relatively good, and with more FOLED project demand from brand models next year, the overall demand for FOLED panels will increase. Domestic OLED panel factories will continue to operate at a high level, and panel prices in December will basically remain stable. Tablet Panels: As 2024 comes to an end, the demand for tablet panels gradually enters the traditional off-season, with market demand decreasing simultaneously. For a-Si LCD panels, as prices are approaching the cost line, there is limited room for price reductions in low-end projects, maintaining overall stability. However, in the mid-range project market, competition is becoming increasingly fierce, and with the continuous entry of new suppliers and projects, some prices have slightly decreased. For LTPS LCD panels, prices for some new projects have loosened. It is expected that by the first quarter of 2025, with more new projects entering the mass production stage, prices may further decrease.