CINNO Research data show global AMOLED smartphone panel shipments were about 430 mln units in 1H 2026, up 3.8% YoY and beating expectations. The increase was led by stable procurement from Apple and Samsung, supported by their supply-chain advantages and stronger profitability. Facing market uncertainty, some Chinese panel makers front‑loaded future demand to maintain line utilization and hedge potential cost increases, lifting 1H volumes. More conservative consumer spending and longer replaceme

日本7月同步指标初值 120.6，预期120.3，前值118.5。

Xiao Hongwei of the NDRC National Information Center said China's 'six networks' construction will see a concentrated release of physical work in H2 as funding disbursements arrive and early‑stage projects mature. Q3 is the construction peak for on‑site activity as local governments speed up in‑progress projects and push proposed projects to start; Q4 should see a peak in major project commencements, offering a clearer boost to aggregate demand. Of a pipeline exceeding CNY7 trillion, over 60% of the work volume is likely to be realized in H2.