August coincides with the preparation period for the overseas promotion season. Brand demand and panel supply are recovering in both directions, and upstream and downstream TV panel manufacturers are playing strategic games around profit targets. On the demand side, peak season preparation and material price increases together form the core elements of strong short-term procurement demand for brands, but demand in the OEM market continues to weaken. First, the third quarter is the main window period for year-end sales promotion such as Black 5. Brand purchases have increased, and demand for large sizes in particular continues to be steady. Second, the increase in PCBA and other materials increased, and the pace of brand stocking moved forward passively. Third, in anticipation of the transformation of production capacity in Taiwanese panel factories, the brand initiated an adjustment of the panel preparation strategy. Combined with the above factors, demand for leading brands was strong in August. Despite weakening demand in the second-tier market, the benchmark demand for panel area in the third quarter was better than expected, supported by brand demand and demand for large sizes. On this basis, the production capacity supply of panel makers in mainland China increased to a high level in August, and Taiwanese manufacturers remained stable. According to data from Qunzhi Consulting, LCD TV panel prices continued to decline in August, but the decline is expected to gradually narrow.

August coincides with the preparation period for the overseas promotion season. Brand demand and panel supply are recovering in both directions, and upstream and downstream TV panel manufacturers are playing strategic games around profit targets. On the demand side, peak season preparation and material price increases together form the core elements of strong short-term procurement demand for brands, but demand in the OEM market continues to weaken. First, the third quarter is the main window period for year-end sales promotion such as Black 5. Brand purchases have increased, and demand for large sizes in particular continues to be steady. Second, the increase in PCBA and other materials increased, and the pace of brand stocking moved forward passively. Third, in anticipation of the transformation of production capacity in Taiwanese panel factories, the brand initiated an adjustment of the panel preparation strategy. Combined with the above factors, demand for leading brands was strong in August. Despite weakening demand in the second-tier market, the benchmark demand for panel area in the third quarter was better than expected, supported by brand demand and demand for large sizes. On this basis, the production capacity supply of panel makers in mainland China increased to a high level in August, and Taiwanese manufacturers remained stable. According to data from Qunzhi Consulting, LCD TV panel prices continued to decline in August, but the decline is expected to gradually narrow.