Collective Wisdom Consulting: The overall smartphone panel market continued to grow in the fourth quarter, with price trends for various technology routes diverging.

date
14/11/2025
According to the Securities Times app, the Group Wisdom Consultation released a statement saying that entering the fourth quarter, the smartphone panel market is showing a pattern of "overall seasonal growth and intensified technological differentiation." Low-end panels are supported by high demand in the South China market, FOLED benefits from the shipment growth of flagship models due to stocking cycles, while LTPS LCD and ROLED face demand squeeze. This differentiation trend is further transmitted to the price end, driving the prices of panels in various technology routes in the fourth quarter to show a differentiation trend.