According to the "DDS-Global TV Panel Shipment Monthly Data Report" of AVC Display Devices and Systems Division, global TV panel shipments totaled 24.5M in September, a record high of two years, and shipments increased 6% year-on-year. , the chain growth of 5%; shipping area of ​​12.8Mm2, a record high, an increase of 9%, an increase of 7%.

LGD: This month's shipments totaled 4.8M, a 21% increase from the previous quarter, quickly opening the gap with second place and firmly holding the top spot. This month saw a significant increase in shipments of 43 inches, 49 inches, and 55 inches, which was an increase of 11%, 40%, and 26% respectively.

BOE: Shipbuilding at Fuqing 8.5-generation line is steadily increasing. At the same time, the Fuqing Line began to increase the quantity by 55 inches in September, and the 55-inch shipment volume has increased by 15% year-on-month. At the same time, 65-inch shipments this month are also a major highlight of BOE. 65-inch September shipments exceeded 10,000, laying the foundation for 10.5 line production in advance.

INX: After the wave of inventory cleanup in August, INX shipments have returned to a stable level this month. At the same time, size adjustments have been made. Shipments of 45-inch, 40-inch, and 50-inch shipments have also been reduced.

SDC: The shipments did not change much, but the subdivision size was adjusted to a certain extent. The 32-inch, 40-inch, and 48-inch shipments decreased, adding 49-inch, 55-inch, and 65-inch capacity. Suzhou 65-inch MMG production capacity continued to increase, with 65-inch shipments soaring 23% month-on-month.

CSOT\AUO: Both shipments were basically the same as in August, with little change.

Sharp: Shipments in the previous 40-inch shipments, which had already been in short supply, increased significantly by 250K+, resulting in a significant 48% qoq increase in shipment volume, while the remaining size shipments did not change much.

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