CINNO Research: Differentiation in phone panel structures continues in December, with prices generally under pressure.
According to the Securities Times app, CINNO Research pointed out in a report released on December 18 that, as December approaches, although the peak season for year-end promotions is coming to an end, the overall utilization rate of the mobile panel market remains high, but the internal structural differentiation trend is becoming more pronounced. a-Si modules are maintaining full production with stable support from low-end mobile phones and repair markets, but face intense competition and price pressure at the module end; LTPS production lines are benefiting from strong demand for non-mobile applications such as car displays, notebooks, and tablets, with utilization rates continuing to run at high levels; flexible AMOLED panel manufacturers are facing a slight decline in production rates and downward pressure on prices.
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