The panel industry has reached an upward turning point

According to a report by People's Finance on March 26, thanks to good terminal demand, the prices of mainstream LCD TV panels have risen across the board since January 2025, and are expected to continue to rise in March. The average utilization rate of the LCD industry has rebounded since November last year and has remained above 80%.

LCD market concentration has increased, Chinese manufacturers have more say, coupled with production line depreciation, national subsidy policies and other factors, the LCD industry chain has reached an upward turning point. At the same time, with the continuous increase in OLED penetration, some tracks are expected to grow rapidly.

As both LCD and OLED have reached their turning points, in the next one or two years, manufacturers in technology fields such as panels will show a trend of "the big get bigger". The profits of the top three companies in the industry may account for 85% of the industry's total profits or even higher.

Qichacha data shows that in the past decade, the number of registered display-related companies in my country has increased year by year. In 2024, a total of 91,700 display-related companies were registered in my country, setting a new record in the past decade; as of March 26, 2025, more than 38,000 display-related companies have been registered in my country.

In terms of existing enterprise stock, there are 525,000 display-related enterprises in my country, of which the largest number are enterprises established between 5 and 10 years ago, accounting for 26.5%. In terms of industry distribution, my country's display-related enterprises are currently dominated by wholesale and retail industries, accounting for 47.1%.

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