According to the latest global large-size display panel shipment concern report of IDC's latest global first-class industrial and display industry research team, the monthly shipments of various large-size display panels will decline significantly in October 2023, with TV display panels (TV panels) decreasing by 7% per month and display display panels (monitor panels) decreasing by 10 per month9%, notebook panel (notebook panel) monthly decrease of 159% and tablet panel shipments decreased by 7 per month6%。
Chen Jianzhu, senior research analyst of IDC's global leading industrial and display industry research team, said that panel buyers expect that the terminal sales momentum in the fourth quarter of 2023 will be sluggish, coupled with the strategy of each panel buyer in the third quarter to rush orders or buy in advance, prompting panel buyers to reduce the demand for display panels in the fourth quarter in September, resulting in a significant decline in shipments in October compared with September.
（source：idc）
Chen Jianzhu pointed out that it can be expected that the quarterly growth rate of display panel shipments in the fourth quarter of 2023 and the first quarter of 2024 may be difficult to grow, in addition to the quarterly decline in display panel demand, the production control strategy of display panel manufacturers in the next two quarters will also suppress display panel shipments.
It is expected that in the first quarter of 2024, with the end of the traditional peak season at the end of the year and the high degree of macroeconomic uncertainty in 2024, display panel buyers will have to strictly control inventoryAt the same time, under the annual goal of major display panel factories eager to pursue profits, the large-size display panel industry will continue to face the order-taking production model, and the production strategy of various display panel factories to repair the power may happen again.
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