Panel makers’ 4Q22 fab utilization plans were revised upward by 5 p.p. in November. This figure remains low and only saw a limited rise because of lower-than-expected TV sales and high inventory levels among IT brands.
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Display Dynamics – December 2022: Fab utilization rates revised upward, 4Q22 utilization plans increased by 5 percentage points
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Alex Kang
Follow AnalystPrincipal Analyst, Display Fab Management & Korea Display
Alex Kang covers LCD and OLED manufacturers' fab, production, and inventory management as well as overall Korea display industry trends.
Alex joined Omdia in 2005 and has carried out multiple projects for players in the display industry as well as government entities. He has led numerous projects, including feasibility studies of investment, marketability forecasts of emerging technologies, establishment of business cluster development strategy, and long-term LCD and OLED market volume and pricing forecasts. This experience has provided him with extensive network capability in the display panel market and in-depth knowledge of the supply chain. Alex received a bachelor’s degree in sociology from Hanyang University in Seoul, Korea.
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