Panel makers’ fab utilization plans for 2Q25 are forecast to be 83%, a decline of 2 percentage points from the previous quarter. The pull-in demand for LCD TV panels should end in 2Q25, prompting panel makers to control their production volumes in response to price reduction requests from set makers.
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Display Dynamics – April 2025: Panel makers raised fab utilization plans in March but still expect to fall to under 80% by the end of 2Q25
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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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