Sigmaintell: TV panel market enters a weak-balance cycle in November, panel prices expected to remain stable.

Zhitong Finance APP has learned that Sigmaintell stated in a report that in November, the end of the peak-season stocking cycle has pushed the global TV panel market into a weak-balance cycle. On the demand side, promotional stocking is no longer the focus of brand manufacturers' procurement momentum, demand urgency has weakened, brand manufacturers' panel procurement strategies have turned conservative, and dragged down by rising material costs, demand from second-tier manufacturers has become increasingly weak. However, under the pressure of continuously rising costs, demand for small-sized panels has fallen sharply, while demand resilience for large-sized panels is relatively strong, helping panel demand area remain more stable than the volume dimension. On the supply side, supported by relatively stable demand area and healthy inventories, leading panel manufacturers have implemented varying degrees of production control on G8.6 and G10.5, which is an effective way to offset cooling demand. According to Sigmaintell data, with the supply side converging in tandem with the demand side, panel prices are expected to remain stable in November.