CINNO Research：二季度末手机面板市场延续结构性分化态势

Core Viewpoint - The mobile panel market continues to exhibit structural differentiation as of the end of Q2, with varying performance across different panel types [1] Group 1: Market Performance - a-Si panels benefit from stable demand in the mid-to-low-end market, maintaining high production line utilization [1] - LTPS panels are driven by applications in automotive displays, leading to sustained full operation of main production lines [1] - Flexible AMOLED panels, after a period of rapid growth, experience a slight decline in demand due to adjustments in terminal brand procurement schedules [1] Group 2: Price Forecast - a-Si panel prices are expected to remain stable in June and July [1] - LTPS panel prices are anticipated to stay stable in the short term [1] - Rigid AMOLED panel prices are also projected to remain stable in the short term [1] - After a slight decline in June, flexible AMOLED panel prices are expected to stabilize in Q3 [1]