BOE Technology (A‑share) told investors it expects September 2026 TV panel prices to be flat as the industry shifts toward on‑demand production. It said Q3 demand remains weak after early restocking, leaving supply-demand relatively loose, and that r

2026-09-11

BOE Technology (A‑share) told investors it expects September 2026 TV panel prices to be flat as the industry shifts toward on‑demand production. It said Q3 demand remains weak after early restocking, leaving supply-demand relatively loose, and that rising memory-chip prices could pressure mainstream device shipments; however accelerating TV screen-size growth should keep shipped panel area up YoY. BOE expects mainstream monitor (MNT) and notebook (NB) panel prices to remain steady in September.