BOE: The industry is expected to reach supply-demand balance by 2027

Zhitong
2025.11.03 01:34

On October 31st, BOE stated during an institutional research that looking ahead to next year, the replacement cycle and AI empowerment are expected to drive growth in IT product demand, while sports events such as the World Cup will also boost TV product demand in the first quarter. In the long term, considering the potential exit of outdated production lines within the industry and the further push for larger sizes that will drive long-term area demand growth, the industry is expected to reach a supply-demand balance by 2027