Zhi Tong Cai Jing·2025-09-24 05:49Group 1 - TrendForce's latest survey indicates that demand for LCD TV panels is expected to slow down by Q4 2025, prompting major manufacturers like BOE, CSOT, and HKC to implement production breaks during China's National Day holiday [1][2] - The estimated production utilization rate for October is projected to decrease by six percentage points from the manufacturers' August plans, dropping to 79% [1] - The holiday strategy is aimed at maintaining low inventory levels before the end of October and reducing operational costs [1] Group 2 - BOE, CSOT, and Sharp plan to take a production break of five to seven days for their 10.5-generation production lines during the holiday, with an estimated utilization rate of around 74% for October [2] - HKC's main production lines are expected to implement a five-day holiday, leading to an estimated utilization rate of approximately 77.5% for the 8.6-generation panels [2] - Demand for October is supported by preparations for the Double 11 shopping festival, but is still expected to decrease by 4.8% compared to September, prompting manufacturers to control production to alleviate potential supply-demand pressure [2]