发布日期：2024-09-29 11:31 点击次数：123
智通财经APP获悉，CINNO Research研究指出，随着第三季度传统旺季的到来，终端需求有所提升，但整体市场仍处于供过于求状态，叠加渠道库存高企，面板厂对旺季效应多持保守态度，呈现“旺季不旺”的状态，高端手机市场虽有向好趋势，但国产品牌在高端手机市场份额有限，国内整体需求有收窄迹象，智能手机面板价格将持续处于下滑通道。
a-Si方面：8月a-Si品牌需求好转，模组厂在持续数月的低价抢占项目后有稳定价格的诉求，受此影响部分低价项目在经历多月价格下降后将维持在低位不再降低；
LTPS方面：终端需求持续疲软，同时受到AMOLED面板进一步侵蚀市场的压力，面板厂库存压力加剧，主力LTPS产线稼动宽松，价格将持续下行；
AMOLED方面：刚性AMOLED面板在主力厂商三星显示(SDC)的策略调整下价格已成功上调后企稳;柔性AMOLED面板供需松动，整体价格将继续下降，但降幅将收窄；
CINNO Research预测炒股配资平台开户，8月和9月a-Si/LTPS价格持续下行，a-Si面板将以每月0.1美金的速度下滑，LTPS面板将以每月0.2美金的速度下滑;刚性AMOLED面板价格短期内相对稳定；柔性AMOLED面板价格降幅收窄，将下降0.5美金每月。
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