Panel makers revised up their fab utilization plans by 4 percentage points (p.p) in October. The Chinese government's subsidy program has stimulated a higher-than-expected demand for LCD TV panels. Panel makers are still controlling their accumulated LCD TV panel inventory levels to prevent overstocking.
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Display Dynamics – November 2024: Panel makers increased their 4Q24 fab utilization rates but remain cautious about 2025 demand
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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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