On September 21, TrendForce's latest research on the panel industry unveiled that, driven by a surge in AI demand, the production capacity of upstream materials for panels is facing constraints. Consequently, it is projected that the overall cost of TV panels will experience a 4% to 7% quarter-on-quarter increase in the fourth quarter of 2026. Simultaneously, downstream customers are grappling with heightened cost pressures, and the peak season for stockpiling has already wrapped up in the third quarter. It is anticipated that the demand for TV panels will witness a 4% quarter-on-quarter decrease in the fourth quarter. In reaction to the escalating costs and dwindling demand, the three leading panel manufacturers—BOE, TCL CSOT, and HKC—have opted to curtail production during the National Day holiday to mitigate the impact of reduced customer demand. It is expected that the utilization rate of large-scale panel production lines (fifth-generation and above) will see a 4.2 percentage point month-on-month drop, reaching 79.6% in October.