BOE: The industry is expected to achieve supply-demand balance by 2027.

On October 31st, BOE expressed during institutional research that looking towards next year, the replacement cycle and AI empowerment are expected to drive the growth of demand for IT products. Events such as the World Cup will also boost the demand for TV products in the first quarter. In the long term, considering the potential exit of outdated production lines in the industry, as well as the trend towards larger screen sizes driving long-term growth in demand, the industry is expected to achieve supply-demand balance by 2027.