Core Insights - The mobile panel market is expected to maintain high operating rates in Q4 due to the upcoming domestic "Double Eleven" and international "Black Friday" promotional seasons [1] - Different technology routes are showing divergent trends, with a-Si panels stable but under price pressure, LTPS panels benefiting from demand in automotive and laptops/tablets, and flexible AMOLED panels entering a price decline phase amid capacity expansion and project competition [1] a-Si Panels - Despite stable demand for a-Si panels, the combination of declining costs for core components like driver ICs and brand pressure on prices is leading to intensified competition, resulting in a slight expected decrease in module prices [1] LTPS Panels - LTPS production lines are operating at high rates due to growth in automotive displays and new iterations of laptops/tablets, leading to tight supply. However, demand in the smartphone sector remains weak, resulting in a structural balance in supply and demand, with prices expected to remain stable in October [1] AMOLED Panels - Demand for rigid AMOLED panels continues to shrink due to competition from flexible alternatives, with prices stabilizing at low levels. Flexible AMOLED panels are experiencing a "stable volume, declining price" trend, with major manufacturers operating at high capacity. To achieve full capacity targets for Q4 and prepare for next year's capacity, manufacturers are actively competing for orders and making price concessions, leading to a continued decline in flexible AMOLED panel prices [1]