Panel demand in 1Q24 should increase by 17% QoQ and 4% YoY. Panel demand in 2Q24 is forecast to increase by 12% QoQ. The trend has been stable since 2023.
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Display Dynamics – March 2024: Panel demand in 1Q24 should increase by 17% QoQ and 4% YoY; demand should also increase by 12% QoQ in 2Q24
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The Analyst Team
Nick Jiang
Follow AnalystPrincipal Analyst, TV Display & OEM Supply Chain
Nick is an expert in research and analysis of the TFT LCD and OLED TV and monitor display value chain for mainland China, Taiwan, Japan, and South Korea. He covers the supply chain of panels, materials, and components; supply and demand; pricing trends and costs; procurement forecasts; and investment information.
Prior to joining Omdia (formerly IHS Markit) in 2010, Nick worked for LG Display as a product strategy planner in China. He also spent some time with a local Chinese television manufacturer, studying products suitable for the Chinese market.
Nick is a graduate of Jilin University in China and has a bachelor’s degree in electronic engineering. He is a fluent speaker of Chinese, Korean, Japanese, and English.
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