TrendForce research indicates that in the first half of 2023, China's subsidy policies and reciprocal tariff issues significantly altered the operational strategies of panel brands, subsequently influencing the pricing dynamics of panel driver ICs. While the downward trend in prices has stabilized, the surge in gold prices and escalating geopolitical risks remain potential disruptors of price stability. It is anticipated that panel driver IC prices will remain relatively static in the second half of the year, with the supply chain maintaining a vigilant eye on gold prices and geopolitical conditions. Companies are adjusting their inventory and stock strategies to navigate the landscape of potential risks and opportunities.
