Research firm Omdia released the latest report stating that due to tight components and low terminal inventory levels, demand for notebook panels will remain high-end in the second half of the year. The annual shipments will be increased from 263 million to 273 million, an annual growth rate of 19%. , Which will help boost panel factory shipments.

Omdia pointed out that since the second quarter of last year, notebook panels have maintained a growth trend for five consecutive quarters. Although brand manufacturers have concerns about over-ordering of panel demand, based on overall demand and terminal inventory analysis, notebooks are still expected in the second half of the year. Maintain high-end, and the proportion of notebook shipments is expected to reach 49:51 in the first and second half of the year.

In addition to maintaining high-end demand, some panel makers have also raised their notebook panel shipment targets for this year. Among them, after BOE’s acquisition of CLP Panda, annual notebook panel shipments will reach 75.5 million units, a record high. Huike, LGD, as well as second-tier panel manufacturers Sharp, Caijing, and Longteng Optoelectronics also coordinated with customers to increase their shipment targets.

Omida believes that the demand for consumer laptops will gradually slow down. In contrast, the continued growth of commercial demand will support the overall laptop panel shipments. Among them, the global demand for education projects is expected to stimulate the shipment of Chromebooks this year to 39 million units. An increase of 51% has become one of the main kinetic energy.

However, the strong demand from brand manufacturers has also caused the market to worry about over-ordering. Omida said that in the second half of the year, it is still necessary to continue to pay attention to terminal inventory levels, manufacturer cost management, and supply chain component price changes.