京东方:行业有望在2027年达到供需平衡
Core Viewpoint - BOE anticipates that the replacement cycle and AI empowerment will drive growth in IT product demand in the coming year, while major sporting events like the World Cup are expected to boost TV product demand in the first quarter [1] Industry Outlook - The industry is expected to achieve supply-demand balance by 2027, driven by the potential exit of outdated production lines and the continued trend towards larger display sizes, which will further increase area demand [1]