The Zhitong Finance App learned that on December 18, CINNO Research published an article stating that in December, although the peak sales season at the end of the year is nearing its end, the overall operating rate of the mobile phone panel market remains high, but the trend of internal structural differentiation is becoming more and more prominent. a-Si modules have maintained full production under the stable support of the low-end mobile phone and maintenance market, but competition on the module side is fierce, and prices are under pressure; LTPS production lines benefit from strong demand from non-mobile applications such as vehicles, laptops, and tablets, and the operating rate continues to operate at a high level; flexible AMOLED panel manufacturers face the double pressure of a slight decline in operating rate and lower prices.

Zhitongcaijing · 2d ago
The Zhitong Finance App learned that on December 18, CINNO Research published an article stating that in December, although the peak sales season at the end of the year is nearing its end, the overall operating rate of the mobile phone panel market remains high, but the trend of internal structural differentiation is becoming more and more prominent. a-Si modules have maintained full production under the stable support of the low-end mobile phone and maintenance market, but competition on the module side is fierce, and prices are under pressure; LTPS production lines benefit from strong demand from non-mobile applications such as vehicles, laptops, and tablets, and the operating rate continues to operate at a high level; flexible AMOLED panel manufacturers face the double pressure of a slight decline in operating rate and lower prices.