群智咨询：三季度全球LCD TV面板市场在量价博弈中维持动态平衡

Core Viewpoint - The global LCD TV panel market is experiencing a "moderate recovery" with a dynamic balance between supply and demand as the third quarter sees a resurgence in panel procurement driven by seasonal demand and healthy inventory levels [1] Demand Side Summary - The market has entered the pre-seasonal peak period, leading to a month-on-month recovery in panel procurement by manufacturers - The combination of "promotional stocking" and "healthy inventory" is driving manufacturers to adopt a more aggressive procurement strategy - Demand from leading brands has increased significantly, while mid-tier brands are adopting a more conservative procurement strategy due to operational pressures - There is also a noticeable increase in demand from OEMs and channel manufacturers [1] Supply Side Summary - Panel manufacturers are easing production control in response to recovering demand - The utilization rate is expected to rise to 86% in the third quarter [1] Size Performance Summary - For 32-inch panels, demand recovery in regions like India has stabilized the average price in August - For 50-inch panels, demand is steadily recovering with controlled supply, maintaining stable average prices in August - For 55-inch panels, a high supply concentration is leading to a balanced supply-demand situation, with average prices remaining stable in August - In the large-size segment, inventory reduction and seasonal demand have led to stabilized average prices in August [1]