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In a research interview, BOE A indicated that, based on data from consulting firms, the shipment volumes for mainstream applications in 2026 might encounter challenges stemming from escalating storage costs. Nevertheless, the ongoing shift toward larger TV screen sizes is anticipated to fuel a year-over-year surge in the total area shipped across the industry. Owing to early stockpiling, demand in the third quarter remained subdued, leading to a relatively balanced, or "loose," supply-demand scenario within the industry. As the industry adopts a 'produce-to-demand' approach, it is expected that TV product prices will stabilize come September. Meanwhile, in the IT sector, prices for mainstream-sized monitor (MNT) and notebook (NB) panels held steady during the same month.
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