CINNO Research said global LCD TV panels fell slightly in September with a narrowed rate of decline and pronounced size-based divergence. Brands’ year-end sales pushes and promotional restocking briefly lifted demand; high‑generation fabs kept utiliz

2026-09-08

CINNO Research said global LCD TV panels fell slightly in September with a narrowed rate of decline and pronounced size-based divergence. Brands’ year-end sales pushes and promotional restocking briefly lifted demand; high‑generation fabs kept utilization high and Q3 shipments rose steadily. The supply‑demand balance remains loose and near-term prices face downward pressure. With upstream material costs under strain, some panel makers may cut utilization in early Q4 to shore up prices; overall panel prices are expected to weaken initially in Q4 then stabilize.