In the context of better than expected panel shipments in the first quarter, the demand for display panels in the second quarter continued this trend, and the shipment performance was still bright. From the perspective of terminal demand, the demand in the first half of the first half of the overseas market has a slight rebound compared with the same period last year in the commercial market and the consumer market, so most of the brands in the first half of the first half of the panel purchase has increased orders of different amplitude, superimposed the impact of the extension of the shipping cycle in the second quarter is still continuing, and the inventory water level of the brand in transit is maintained at a high level. For the promotion node and the follow-up demand of the pace of inventory repeatedly ahead, in this context, display panel shipments to ensure that the first half of the satisfactory answer, according to AVC Revo (AVC Revo) "Global display panel shipments monthly report" shows that the second quarter display panel shipments 41.4M, an increase of 9%, an increase of 11%. Display panel shipments totaled 78.7M in the first half of the year, an increase of 13%.

21Q1-24Q2 Display Panel Quarterly Shipments & year-on-year