On March 26th, “Thanks to good terminal demand, the prices of mainstream LCD TV panel sizes have risen comprehensively since January 2025, and it is expected to continue the upward trend in March In recent institutional research, BOE revealed that the average utilization rate of the LCD industry has rebounded since November last year, and the upward trend has continued this year, maintaining above 80%. Multiple interviewees stated that the concentration of the LCD market has increased, especially with the increasing voice of Chinese manufacturers, coupled with factors such as depreciation of production lines and national subsidy policies, the LCD industry chain has reached an upward turning point. At the same time, OLED panels, as another mainstream solution, are expected to grow rapidly in some fields with the increasing penetration rate.
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