LCD Fab Utilization Seen Slowing in Q4 Amid Plunging Panel Prices

Display industry fab utilization is expected to slow down this quarter, with LCD panel prices plunging at their fastest rates ever, reported Display Supply Chain Consultants Monday. During the full year of rising LCD panel prices from Q2 2020 to Q2 2021, “fab utilization was particularly strong in Taiwan and China,” said DSCC. The trend continued in Q3, with only slight utilization reductions as prices fell, “and utilization in Taiwan remained above 90% for the sixth straight quarter,” it said. Global utilization dropped slightly to 89% in Q3 from 90% in Q2.