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DigiTimes
IT panel demand cools as August prices hold steady
The third quarter has revealed a drop in demand for IT panels, including monitors and notebook displays, leading to a correction after earlier restocking efforts. This trend is significant, given that steady prices in August suggest a market realignment ahead. The potential for a memory glut by 2028 as manufacturers ramp up production may complicate recovery efforts in the panel sector.
MonitorConfidence: MediumShort term horizon
Published 8 Aug 2026, 00:20 UTC1 min read
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Summary
TL;DR
- Third-quarter demand for IT panels, including monitors and notebooks, has weakened.
- August prices hold steady despite reduced demand signals.
- Market correction follows a period of early restocking in the first half of the year.
- Potential memory glut expected by 2028 as chipmakers expand production.
- Nvidia reports higher gross margins driven by validation demand in Q2.
Interesting facts
- The correction in panel demand suggests ongoing adjustments in supply and procurement strategies.
- Chipmakers' expansions may lead to increased competition in the memory market, further affecting panel prices.