Investment Rating - The report indicates a stable price outlook for smartphone panels in the fourth quarter, with some technology-specific price declines expected [1]. Core Insights - As the fourth quarter approaches, driven by domestic "Double Eleven" and international "Black Friday" promotions, smartphone panel demand is recovering, leading to overall price stability, although some technology-specific panels may see price declines [1][2]. - The high-end smartphone market is experiencing a demand increase due to new product launches from major brands, contributing to stable panel prices [1]. - The low-end market continues to show strong demand, with panel prices stabilizing after reaching a low point [1]. Summary by Sections - **a-Si Panels**: In October, demand for a-Si panels remains strong, with prices stabilizing. The market in South China, after a period of high demand, is expected to return to a more stable state [1]. - **LTPS Panels**: Terminal demand remains weak, leading to a relaxed operation rate for mainstream LTPS production lines, with prices expected to continue declining [1]. - **AMOLED Panels**: Rigid AMOLED panel production remains tight, particularly for Samsung Display, with prices stabilizing after a previous increase. Flexible AMOLED panel demand is recovering, with some production lines operating at full capacity, leading to expected price stability [1]. - **Price Forecast**: CINNO Research predicts that a-Si panel prices will remain low without further declines in October and November, while LTPS panel prices will continue to decrease. Rigid and flexible AMOLED panel prices are expected to stabilize in the short term [1].

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Ladies and gentlemen, welcome to the Siena's fiscal second quarter 2024 financial results conference call. All participants will be listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star and one on your telephone keypad. To withdraw your question, please press star and two. Please note that this event has been recorded. I wou ...

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