Panel makers increased their fab utilization plans in August 2025. Decreased TV LCD panel prices, TV makers’ efforts to gain market share, and temporary IT LCD demand for the year-end season raised panel orders. A sudden drop in fab utilization after the year-end season is not forecast, but monthly fab utilization is forecast to remain below 80% in 4Q25.
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Display Dynamics – September 2025: Panel makers sharply increased their August–October fab utilization plans by 4 percentage points
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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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