>> TV panel: Below 65 inches up first, may be renewed in November

After several consecutive seasons of decline in the panel price, in the upstream panel factory has reduced capacity utilization to reduce supply and downstream active inventory clearance, in October this year, part of the size of the panel finally saw the decline back to stability, 65 inches below the initial test of TV panel water temperature first rose 1-2 dollars.

Given the global economic environment and consumer market conditions are not improving, most of the downstream brands are still trying to resist any size panel price increase for various reasons and ways, but judging from the determination of panel manufacturers, the mainstream size TV panel is likely to remain a modest increase in November.

If TV panel prices can remain stable or rebound smoothly in the fourth quarter, even if IT panel prices continue to fall, it is expected to help panel manufacturers improve their profit and loss in the fourth quarter.

However, how the actual TV panel price performance, ultimately depends on the brand client for panel price increase acceptable space and promotion results. After all, this wave of TV panel price adjustment is mainly from the supply side of control, the demand side is still in a state of correction.

As for the Lunar New Year holiday earlier this year, it is generally believed that the demand for large panels also has the effect of boosting the waves. But brand customers in the end stock more or less, or to see the recent promotion performance and decide.

On the whole, because the applications of large-size panels account for more than 80% of the total capacity reduction, the terminal demand and brand stocking power of TV and information application products are the key factors affecting the boom direction of panel industry. However, the panel price is still in the stage of tug-of-war between seller and buyer.

The main reason is that there are still a lot of variables in the overall economic environment and the end consumer market at this stage. If the panel price is controlled only by the reduction of the supply of panel manufacturers, the stability is still a little weak.

>> Message that display drive IC will start price war in Q4

Display Drive ics (DDI) may be about to start a price war as major suppliers such as Lianxu prepare to start slashing prices, according to industry sources.

According to DigiTimes, sources said that prices of small and medium-sized DDI companies in Taiwan have plummeted and fallen below the bottom line, and Lianyong and other leading DDI companies will also trigger a price war in the fourth quarter.

"At the same time, DDI suppliers are negotiating lower contract offers, particularly 8-inch contract offers for TDDI and larger DDI orders, with rising contract costs posing challenges for small and mid-sized DDI companies." "The source said.

It is reported that the DDI market entered a correction trough in the second half of the year, the industry has no expectations for the second half of the year, now the only concern is when demand will be able to rebound. In this regard, DDI supply chain industry insiders said that the customer destocking will come to an end, the pulling momentum will not continue to shrink, the shipment situation can slightly return to normal, the current large DDI demand decline is slowing down. However, at present, the panel industry only stops the downward trend, and customers slow down the range of order cutting and make up for the products with low inventory level. There is still a long way to go before the overall market situation rebounds.