CINNO Research: In November, the mobile panel market continued to operate at a high capacity rate, with prices of flexible AMOLED panels continuing to decline.

date
12/11/2025
CINNO Research reported on the Intelligent Financial APP that as November approaches, the domestic "Double Eleven" and foreign "Black Friday" promotion activities have led to a surge in sales, combined with many mobile phone brands releasing new products in recent times, the mobile phone panel market continues to operate at a high capacity utilization rate. However, there is a significant divergence in trends among different technological routes: a-Si panels remain stable in the supply-demand game, LTPS panels maintain a high capacity utilization rate supported by the demand for automotive and laptop applications, while flexible AMOLED panels continue to be in a "quantity stable, price decline" stage due to capacity expansion and increased competition.