Fab utilization rate to fall sharply in 4Q23 owing to an increase in customers’ cumulative inventory. 1H24 demand still uncertain. Display manufacturers continue production-to-order strategies; 1Q24 utilization rate may fall further.
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Display Dynamics – November 2023: Display fab utilization rate expected to be below 70% at the end of 2023; further decline possible in 1Q24
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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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