智通财经APP获悉，群智咨询发文称，进入四季度，智能手机面板市场呈现 "整体季度性增长、技术路线分化加剧"的格局。低端面板凭借华南 市场支撑需求高企，FOLED 受益于旗舰机型备货周期实现出货增长，而 LTPS LCD、ROLED 则面临需求挤压，这种分化态势进一步传导至价 格端，推动四季度各技术路线面板价格呈现差异化走向。 Tablet面板 具体分析如下： a-Si LCD：需求韧性支撑，迎小幅涨价窗口 a-Si LCD面板的需求韧性主要有双重支撑：一是其高性价比属性契合下游品牌在低端市场的成本控制需求，成为入门机型的核心选择;二是下 沉市场白牌机型订单稳定，叠加售后维修市场的持续性，形成需求基本盘。而且，部分旧机种的维修规格，有小量的加单需求。#群智咨询 (Sigmaintell)预计四季度a-Si LCD面板(Cell)将在华南市场迎来小幅涨价。 LTPS LCD：供需双减格局下价格维持平稳 当前智能手机市场对 LTPS LCD 面板的供需预期均处于低位：需求端，中低端机型更倾向选择性价比更高的 a-Si LCD，中高端机型则逐步向 OLED切换，导致 LTPS LCD 的应用场景持续收缩;供应端，面板 ...

Core Insights - The global smartphone terminal market is experiencing stable demand, with brand competition focusing on pricing and channel strategies. However, market growth is shrinking due to increased inventory and strong cost-reduction demands from terminal brands [1][2]. Panel Demand Analysis - **a-Si LCD**: Demand remains high due to stable needs from white-label customers and the repair market, but price sensitivity in the low-end market leads to slight price reductions from suppliers [1]. - **LTPS LCD**: Both supply and demand are expected to remain low, with manufacturers shifting capacity to mid-size products, resulting in stable prices for LTPS LCD smartphone panels [1][4]. - **ROLED**: Prices for rigid OLED panels have slightly decreased, but demand has not significantly increased due to more brands shifting towards FOLED [2]. - **FOLED**: Demand is expected to grow in the third quarter, but intense competition during project bidding has led to a disconnect between demand growth and price reductions [2]. Tablet Panel Market - In the domestic market, tablet sales exceeded expectations during the "618" promotion, but demand is adjusting post-promotion, leading to reduced panel procurement by some brands. Ongoing tightening of national subsidies is further suppressing consumer purchasing intent [3]. - In North America, overall consumer demand remains weak despite cost transfers from supply chain shifts not yet impacting end prices [3]. Supply Side Overview - **a-Si LCD**: Demand related to tablets remains stable, with prices holding steady [4]. - **LTPS Production Lines**: Despite pressure on smartphone panel demand, strong demand for mid-size products keeps production lines operating at high utilization rates, maintaining stable prices [4].