Panel makers' fab utilization hit an annual high in September thanks to year-end demand, but they plan to reduce output in October while keeping inventory levels tight even after the seasonal surge.
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Display Dynamics – November 2025: Panel makers’ September fab utilization hit an annual high but should drop by 5 percentage points in October
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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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