Core Viewpoint - The global TV panel supply and demand is experiencing a short-term loosening due to weak downstream demand and aggressive upstream capacity strategies, with a notable contrast between the performance of large and small-sized panels [1] Supply and Demand Analysis - Downstream demand for large-sized panels (50 inches and above) remains weak, while small-sized panels (32 inches) show relative resilience due to factors such as consumption downgrade and competition among manufacturers [1] - The marginal effect of national subsidy policies is diminishing, contributing to the ongoing weakness in demand for large-sized panels [1] - Panel manufacturers are exhibiting fluctuating capacity strategies, which limits the extent of supply contraction across different panel sizes [1] Price Forecast - For 32-inch panels, demand in markets like India, Latin America, and North America is expected to remain stable, leading to stable panel prices in October [1] - The average price for 50-inch panels is projected to decrease by $1 in October due to weak demand and a loose supply-demand balance [1] - The average price for 55-inch panels is also expected to drop by $1 in October, influenced by reduced brand procurement and limited capacity control [1] - Large-sized panels are anticipated to see a price decline of $2 in October, driven by exhausted terminal demand and insufficient production control measures [1]