We publish a short daily brief on panel pricing, utilisation rates and supply moves across the Chinese display supply chain — the same information our sales desk uses when quoting. Headlines below are translated; the full text is in Chinese.
A structural shift in who owns capacity — and a reminder that allocation decisions are increasingly made by shareholders, not purchasers.
What the quarterly numbers say about how much of the increase is real demand and how much is supply discipline.
Small-format buyers should expect longer lead times and less flexibility on mixed orders.
Why mature LCD capacity remains the backbone of laptop and monitor supply for years yet.
Driver IC capacity being pulled toward AI accelerators is repricing panel cost structures.
We can send a short English summary of panel pricing and supply notes once a week. Reply to hat@szhant.com with “weekly brief” and your company name.
