Industry Cycle Insights: Procurement and Stockpiling Strategies During the Q3 Panel Price Adjustment

According to the latest market monitoring data, the small-to-medium and large-size LCD panel market is entering an adjustment period of supply-demand mismatch in Q3 2026. As stocking for the first half's promotional seasons concludes and terminal demand weakens, mainstream panel prices have seen a slight decline since July, with continued downward pressure expected in August.

For end-device manufacturers relying on 0.9 to 10.1-inch LCD modules, this cyclical price adjustment is a window to optimize procurement costs. It is recommended that companies adopt a "procure on demand, move in small steps" strategy in Q3 to avoid blind stockpiling. Meanwhile, closely monitoring upstream panel manufacturers' utilization rates and production cut plans is crucial, as these often signal an impending bottoming out and rebound in prices. Furthermore, due to the long-tail effect of the supply chain, structural shortages of specific driver ICs or polarizers may still occur. Therefore, while focusing on panel prices, securing long-term agreements for core components and maintaining close communication with module manufacturers that possess multi-brand integration capabilities is the best strategy to ensure smooth production in the second half of the year and mitigate supply disruption risks.