Despite weak Double 11 TV sales, panel demand for 4Q25 was increased as set makers prepared for the holiday season and upcoming sports events. Concerns over rising costs also drove demand, prompting panel makers to increase fab utilization in 4Q25 .
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Display Dynamics – December 2025: Panel makers increased their 4Q25 fab utilization plans by 2 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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