Group 1 - The mobile panel market continues to exhibit structural differentiation in the third quarter, with a-Si panels supported by demand for inventory replenishment after the "6.18" promotion, maintaining full production capacity [2][3] - LTPS panel production lines remain at high utilization rates driven by non-mobile applications such as automotive displays, while demand for flexible AMOLED panels has seen a temporary decline due to adjustments in terminal brand procurement schedules [2][3] - Overall, the mobile panel market in July is characterized by price stability, but significant differences in supply and demand dynamics exist between different technology routes [2][3] Group 2 - For a-Si panels, despite the peak in inventory replenishment following the "618" promotion, demand remains strong, and production lines continue to operate at full capacity. Prices for a-Si modules are expected to see a slight decrease in July due to the declining costs of key raw materials like driver ICs [3][4] - LTPS panels continue to be supported by the automotive display market, but demand in the smartphone sector remains weak due to the trend of AMOLED substitution, leading to low price levels with no significant recovery expected in the short term [3][4] - Rigid AMOLED panel demand is contracting, and price reductions by major manufacturers like Samsung Display have not met expectations, resulting in sustained low prices. Flexible AMOLED panel production rates have slightly decreased due to procurement adjustments, but are expected to rebound as the traditional peak season approaches [4][5]