Crowd wisdom consulting: Brand stock demand stronger than expected. It is expected that the average price of large panels will start to rise in December.

The report from Sigmaintell Consulting stated that positive factors at the demand level are driving the global TV panel market toward a balance in supply and demand. On the demand side, expectations of increased tariffs in the United States and China's "trade-in" policy extension are creating favorable conditions for short-term stocking up by whole machine manufacturers, actively promoting sales for top brands deeply rooted in North America. On the supply side, in addition to the main axis of "on-demand production" strategy, the strong demand for large-sized panels is beneficial for improving the efficiency of panel capacity utilization, significantly easing the pressure on capacity utilization on the supply side. According to Sigmaintell data, these factors are driving the LCD TV panel supply and demand towards a balance with a slight tightness. Coupled with the stronger willingness of panel manufacturers to raise prices, it is expected that prices for some panel specifications will begin to rise starting from the end of the fourth quarter. The performance of various sizes is as follows: - 32": Panel supply has increased slightly, with distribution channels replenishing inventory, and the average price of panels is expected to remain stable in December. - 50": Demand for panels still shows no obvious improvement, with panel manufacturers adopting conservative strategies, and the average price of panels is expected to remain stable in December. - 55": Demand is relatively stable, with supply and demand remaining stable, and the average price of panels is expected to remain stable in December. In terms of large sizes, the demand for brand stocking is stronger than expected, driving the tightening of the panel supply and demand relationship, and it is expected that the average price of large-sized panels will begin to rise in December.