The Zhitong Finance App learned that Omdia expects that the world's major TV manufacturers plan to replenish panel inventory in the third quarter of 2026, and the quarterly procurement volume is expected to increase by 5%, driving shipments in the fourth quarter, but risks still exist. TV terminal sales in the second quarter were driven by strong promotions and panel price cuts (including MDF). Whether TV manufacturers intend to achieve their shipping targets for the second half of the year, the results of price negotiations with panel manufacturers, and the intention of panel manufacturers to control capacity utilization in the early fourth quarter will all prompt TV manufacturers to frequently adjust the production capacity utilization rate for the third and fourth quarter panel procurement plans for this quarter.

Zhitongcaijing · 3d ago
The Zhitong Finance App learned that Omdia expects that the world's major TV manufacturers plan to replenish panel inventory in the third quarter of 2026, and the quarterly procurement volume is expected to increase by 5%, driving shipments in the fourth quarter, but risks still exist. TV terminal sales in the second quarter were driven by strong promotions and panel price cuts (including MDF). Whether TV manufacturers intend to achieve their shipping targets for the second half of the year, the results of price negotiations with panel manufacturers, and the intention of panel manufacturers to control capacity utilization in the early fourth quarter will all prompt TV manufacturers to frequently adjust the production capacity utilization rate for the third and fourth quarter panel procurement plans for this quarter.