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.