Story thread · 3 reports / 1 sources

IT panel peak season loses its edge after brands stocked too early

digitimes.com · 6dShare

The display panel market has entered its traditional peak season, but the recovery in IT demand has fallen short of expectations. LCD monitor panel prices are holding steady in September, supported by seasonal inventory building ahead of year-end, while notebook panel demand has weakened sharply amid mounting brand inventory and subdued procurement. Prices for some notebook panel products remain stable, but signs of softness are emerging in selected specifications.

First report: Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow — digitimes.com, 7d