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 stabilise.
