Crowd Wisdom Consultation: The global monitor panel market in August continues to have a weak supply and demand situation, with prices remaining stable.

According to the Zhixun Financial APP, Guzhi Consulting stated in a letter that in August, the global display panel market continued to have a weak supply-demand situation, with panel prices remaining stable. From the demand side, the third batch of national subsidies for the domestic market has limited support for the display category, and the driving effect of consumer demand has significantly weakened. In the North American market, major brands' procurement strategies have gradually shifted from "policy-driven" to "cost and inventory constraints", leading to a more conservative release of demand. Both domestic and foreign markets are under pressure, driving the overall market to remain weak. On the supply side, although the utilization rate of high-generation line panels in the third quarter has improved, the display capacity is still structurally squeezed due to the warming demand for TV panels and the growth in demand for small-sized applications. At the same time, the continuous contraction of overseas manufacturers' LCD display capacity is affecting the overall display capacity contraction.