TCL Technology said during an investor relations event that mainstream supply-side manufacturers still insisted on on-demand production in the fourth quarter, and whether panel prices increased and the extent of price increases needed to be comprehensively observed in light of terminal sales. Considering the accelerated withdrawal of overseas LCD production capacity, the background of continuous growth in comprehensive demand area and contraction of supply area, it is expected that the supply and demand relationship in the industry will further tighten in 2027, the price center is expected to rise, and the company maintains optimistic expectations for panel price increases.

Zhitongcaijing · 4d ago
TCL Technology said during an investor relations event that mainstream supply-side manufacturers still insisted on on-demand production in the fourth quarter, and whether panel prices increased and the extent of price increases needed to be comprehensively observed in light of terminal sales. Considering the accelerated withdrawal of overseas LCD production capacity, the background of continuous growth in comprehensive demand area and contraction of supply area, it is expected that the supply and demand relationship in the industry will further tighten in 2027, the price center is expected to rise, and the company maintains optimistic expectations for panel price increases.