Panel makers’ utilization rates should fall after May. By the end of May, panel makers’ monthly average fab utilization plans should be adjusted upward from the previous month’s plan. The production area in 2Q24 should exceed the shipment area, and panel makers’ inventory levels will continue to increase.
OM122225
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Display Dynamics – June 2024: Panel makers’ monthly fab utilization rates to maintain a slight downward trend from 2Q24 onward
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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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