Core Viewpoint - The article discusses the declining demand for LCD panels due to weak television sales and overall market sluggishness, which may negatively impact the OLED television market as well [1][3]. Group 1: LCD Market Trends - The global LCD factory utilization rate is expected to remain in the mid-70% range during June and July, which is considered low as rates below 80% indicate underutilization [1]. - Major players like BOE and TCL Huaxing plan to reduce the glass substrate supply in June and July due to high inventory levels established by TV manufacturers and distributors [1]. - Samsung has notified suppliers of a significant reduction in LCD panel procurement for the third quarter, planning to cut over one million panels compared to previous quarters, which may exert downward pressure on overall LCD procurement prices [3]. Group 2: Inventory and Demand Issues - The actual demand for televisions in the first half of the year has been weak, with industry insiders noting a phenomenon of "false demand" and high inventory levels at some panel manufacturers, particularly SDP [1]. - There is a divergence of opinions regarding the LCD panel market demand post-August, with some believing it will gradually improve while others see no strong catalysts for a rebound, suggesting demand may remain similar to July levels [4]. Group 3: Future Outlook - Typically, panel and complete machine manufacturers begin stocking up in the third quarter in anticipation of the fourth quarter's "Black Friday" sales peak [5].