Panel makers increased their fab utilization plans for 4Q25, owing to rising TV panel demand driven by price drops, anticipated price hikes in 1Q26, and upcoming events. However, February 2026 fab utilization plans were reduced due to weak TV sales in 4Q25 and rising costs.
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Display Dynamics – January 2026: Panel makers have lowered their February 2026 fab utilization plans to below 80%
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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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