As panel prices fell below the cash cost, panel manufacturers strongly demanded the policy of "no orders below the price of cash cost", and Samsung and other brand manufacturers began to replenish their inventories, which pushed the price of TV panels to increase across the board in late October. Xie Qinyi, research director of Omdia Display, said that panel manufacturers are closely following prices, and a consensus has been formed between upstream and downstream to bring the price back to the cash cost to avoid continuous cash outflows from panel manufacturers.

Xie Qinyi said that after a 15-month decline since August last year, the TV panel finally stabilized and stabilized from the end of September to the beginning of October.

Since the current price of all sizes is below the cash cost, in order to stop losses and reduce cash outflow, panel manufacturers are currently demanding and adopting the policy of "no orders below the cash cost".

On the other hand, after more than one year of inventory management, the channel inventory has dropped to a normal level, and Samsung Electronics' inventory has dropped from the previous 16-week high to 6 weeks. In addition, the panel price is at a record low, especially the price of the whole machine. , Brand factories expect that demand will gradually recover next year, and brand factories begin to purchase panels to store inventory in preparation for the peak sales season in the fourth quarter and the return of terminal demand next year. Samsung Electronics raised its purchases of LCD TV panels from 8.5 million to 10 million in the fourth quarter. Brand factories replenished TV panel inventory, which has helped to recover the demand for panels. Driven by the forces of supply and demand at the same time, the price of TV panels has rebounded and increase in full size since late October and early November.