Panel makers has increased their 1Q25 fab utilization plans but forecast to drop the utilization in 2Q25. As the pull-in demand for 1Q25 should end in the beginning of 2Q25, set makers are adopting a more conservative approach to panel purchases for 2Q25 and panel makers should maintain tight production and inventory levels to prevent a price drop in 2Q25.
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Display Dynamics – March 2025: Panel makers are planning to drop their average fab utilization rates to 78% in May 2025
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The Analyst Team
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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