V1 published on September 30, 2024, 1 week behind the target publication date owing to a production problem. We sincerely apologize for the delay. Demand likely to be revised down in V2, which will be published in the first half of October.
V2 of the 2Q24 report contains the usual quarterly demand revisions and updated utilization data from V1. Demand revisions over the forecast range were moderate, except for 2H24. Chinese government policy may support higher demand in 4Q24.
V3 was published on October 17, 2024. In V2, Tier 1 small-medium supply/demand quarterly data was showing the same data as “All Makers.” This is corrected in V3. There are no other changes.
V4 was published on November 14, 2024. A small data corruption issue was found in the TFT capacity data bases. Sharp CGS-A Gen was shown as "\". It is revised to "3.25" in V4.
