Core Viewpoint - The panel industry is facing multiple complex factors, including the impact of rising storage prices on demand and the potential growth driven by AI technology and major sporting events in 2026 [3][4][5]. Group 1: Industry Trends - The MWC showcased new technologies from domestic panel manufacturers, emphasizing low power consumption for AI applications and highlighting OLED products [3]. - Omdia reported that memory price increases are nearing or exceeding the cost of mobile display panels, leading smartphone manufacturers to reduce procurement plans, resulting in a decline in global AMOLED panel shipments from 817 million units last year to 810 million units this year [4]. - TrendForce predicts a 5.4% year-on-year decline in global notebook shipments, causing a 7.9% drop in corresponding panel shipments, although OLED panel shipments are expected to maintain growth [4]. - IDC forecasts a more severe outlook for global PC and smartphone shipments, with expected declines of 11.3% and 12.9% respectively due to ongoing storage supply challenges [5]. Group 2: Company Responses - TCL Technology's CEO indicated that the most affected segment by rising storage prices is small-sized mobile communication products, leading to short-term pressure on smartphone OLED display demand [5]. - The company is responding to storage price impacts by improving efficiency and cost reduction, while also optimizing product structure and enhancing technical performance [5]. - Large-sized panel business, particularly in TV and commercial displays, remains stable, with growth in IT and automotive sectors offsetting declines in mobile terminal markets [5]. Group 3: Technological Developments - Low power consumption technology is a key focus for panel manufacturers, with TCL's Super Pixel solution reducing SoC power consumption by approximately 25% [6]. - ViSino's LTPS 20Hz mobile low refresh solution can lower power consumption by over 20%, while smart pixel technology can reduce AMOLED power consumption by more than 38% [6]. - OLED technology is penetrating the mid-size market, with TCL showcasing AI PC products and ViSino presenting flexible AMOLED for smart interactive robots [6]. Group 4: Market Dynamics - CINNO reported that panel prices were supported in January due to international events and domestic subsidy policies, with supply tightening from production control during the Spring Festival leading to rising prices in February [7]. - The price trend in the first quarter will depend on manufacturers' production control pace and market consumption capacity [7].