Core Viewpoint - The mobile panel market is experiencing strong short-term demand driven by the "National Subsidy" policy and mid-year promotional inventory needs, with price stability overall but differentiation among technology types [4]. Group 1: Market Dynamics - The mobile panel market is currently influenced by the "National Subsidy" policy and seasonal inventory demands, leading to sustained strong demand [4]. - Recent fluctuations in U.S. tariff policies have introduced significant uncertainty, causing market panic and a severe wait-and-see attitude, which may impact the global mobile industry and reshape export patterns to the U.S. [4]. - Panel manufacturers need to demonstrate higher market sensitivity and strategic flexibility to cope with potential cost increases and changes in market demand [4]. Group 2: Technology-Specific Insights - **a-Si Panels**: Demand for a-Si brands has increased with more project numbers, leading to full production lines. Prices for mobile products have been slightly raised in South China, but panel and module prices provided to brands have not increased [4]. - **LTPS Panels**: Demand for LTPS panels in mobile applications remains weak, but growth in automotive panel demand has kept LTPS production lines at full capacity, maintaining price stability [4]. - **AMOLED Panels**: Domestic manufacturers are shifting towards flexible AMOLED, leading to a decline in demand for rigid AMOLED, which has seen a price drop of $0.5. Flexible AMOLED demand remains strong, with high production rates, although manufacturers are trying to maintain price stability despite requests for price reductions from terminal manufacturers [4]. Group 3: Future Price Trends - CINNO Research predicts that the price trends for a-Si panels in April and May 2025 are yet to be observed; LTPS panel prices are expected to remain stable in the short term; rigid AMOLED panel prices are anticipated to decrease by $0.5; and flexible AMOLED panel prices are expected to remain stable in the short term [5].