CINNO Research: LCD prices stabilize, flexible AMOLED short-term correction.
According to the Zhitong Finance and Economics APP, on June 16, CINNO Research's chief analyst Zhou Hua Charley stated: "As we enter the end of the second quarter, the mobile panel market continues to show structural differentiation trends. A-Si panels benefit from stable demand in the mid-to-low-end market, with production lines maintaining high utilization rates; LTPS panels continue to operate at full capacity driven by applications such as in-vehicle displays; and after experiencing rapid growth in the early stages, demand for flexible AMOLED panels has slightly declined due to adjustments in terminal brand purchasing rhythms." CINNO Research predicts that in June and July 2025, the prices of A-Si panels will remain stable; LTPS panel prices will remain stable in the short term; rigid AMOLED panel prices will also remain stable in the short term; and after a slight decline in June, the price of flexible AMOLED panels will stabilize in the third quarter.
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