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BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts
BOE and TCL CSOT, two of China's largest LCD panel manufacturers, are tightening supply as Taiwan and South Korea reduce output due to line closures and production cuts. This shift is driving monitor panel prices higher in May, even as the LCD TV panel inventory replenishment cycle approaches its end. The tightening supply comes amid a broader industry downturn, with smartphone panel demand remaining weak and AMOLED prices expected to decline over 20% in the second half of 2026. The moves signal a strategic consolidation by Chinese makers to stabilize pricing and gain market share amid global oversupply and competition.
MonitorConfidence: MediumShort term horizon
Published 11 May 2026, 02:23 UTC1 min read
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Summary
TL;DR
- BOE and TCL CSOT are actively reducing LCD panel supply.
- Production cuts in Taiwan and South Korea exacerbate supply tightening.
- LCD monitor panel prices are expected to rise further in May 2026.
- TV panel inventory cycle is nearing its end, limiting further TV panel price increases.
- Smartphone panel demand remains soft with AMOLED prices dropping over 20% in 2H26.
- Chinese panel makers position themselves as dominant suppliers in the LCD market.
Interesting facts
- Monitor panel prices are rising despite an overall weak demand environment.
- AMOLED panel prices are dropping sharply while LCD monitor panels see gains, showing market segmentation.