Panel makers revised fab utilization plans downward in June. Lower-than-expected demand and set makers' requests for price reductions led Chinese panel makers to limit production. Panel makers forecast inventory level digestion in 3Q25.
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Display Dynamics – July 2025: Panel makers revised down their fab utilization plans to maintain utilization under 80% in 3Q25
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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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