Crowd wisdom consulting: The global LCD TV panel market has entered a benign profit cycle, focusing on the "four anchors" of television panels.

Sigmaintell, a group intelligence consulting firm, stated on October 14th that in light of current trends, as panel manufacturers shift their strategies from "production determines sales" to "sales determine production," the global LCD TV panel market is entering a benign profit cycle. Looking ahead, Sigmaintell believes that the four major anchors of the TV panel market are the industry's practice of "long-termism," which is the core essence of achieving stable profits. Anchor One: Starting from 2026, it is expected that the market share of leading manufacturers will stabilize at over 70%, establishing a solid foundation for the steady operation of TV panels forming the "Matthew Effect". Anchor Two: By 2026, the completion rate of TV panel depreciation is expected to exceed 50%, accelerating the cost competitiveness of mainstream sizes over the next three years. Anchor Three: In the process of increasing the size of panels, the conversion and interaction between risks and opportunities play a crucial role, affecting the stability of the progress of large-size panels. Anchor Four: An operating rate of 84%3% is considered the optimal range for maintaining profits for G10.5, balancing profit distribution within the TV industry supply chain. In summary, the high concentration, accelerated depreciation, large-size trend, and controlled production stabilize and build the foundation for the TV panel market to achieve "long-termism". However, it is important to carefully address structural risks and profit imbalances. Sigmaintell suggests that panel manufacturers should play a proactive role, collaborate with downstream brands to explore stable breakthroughs in large-size demand, optimize product structure, and production efficiency. Additionally, leading panel manufacturers should consider their own demand environment, comprehensive production costs, and factors for a rational and rhythmic control of production, balancing profit distribution within the industry chain to drive healthy development in the TV industry.