According to the latest survey by the market research organization, the rate of production of LCDGen.5 in the fourth quarter of 2022 (based on the number of films cast) will not be ruled out as falling to 60%, which is the lowest in the past decade. International e-commerce news on the 7th, according to the latest survey by TrendForce, a market research organization, the overall LCD Gen.5 production rate in the fourth quarter of 2022 (based on the number of films cast) will fall to 60%, the lowest in the past decade. The sluggish demand for panels, coupled with the fact that most panel factories officially turned from profit to loss in the second quarter, is the key to forcing panel factories to control production in a more rigorous manner in the second half of 2022. TrendForce said that the adjustment time of IT brand purchases was relatively late, and the strength of order reduction was relatively mild, resulting in the current backlog of market inventory, which still needs time to be eliminated. Because Gen.5 ~ Gen.6 are the most important places for IT panel production, the crop growth rate in the fourth quarter is affected by weak demand, and it is expected that it will drop by 5.9 percentage points from the third quarter to 48.2%. Although LG Display plans to close its P7(Gen.7.5) production line in the first quarter of 2023, some products will be produced in advance of the fourth quarter of this year, which will help support the projection volume of Gen.7 ~ 7.5 TV. However, on the other hand, Innolux)9's mobility decreased significantly in September, and the production line of Gen.7 ~ 7.5, which is the main piece of monitor panel, also increased its order correction efforts in the second half of the year. Therefore, it is estimated that the production rate of Gen.7 ~ 7.5 generation line will still show a downward trend. Hui Ke (HKC) originally planned to increase the amount of films cast by each factory in the fourth quarter, but recently some panel factories are planning to increase the price of some TV panels. To speed up the balance between supply and demand of TV panels, Hui Ke has reduced the amount of films cast by each factory, except Mianyang factory, which mainly produces IT products. In addition, China Star Optoelectronics (CSOT) also decided to take a one-week annual leave in October. Therefore, the overall crop growth rate of Gen. 8.x is estimated to have a quarterly decrease of 1.6 percentage points. More than 90% of Gen 10～10.5' s production capacity is used to produce TV panels, and only a small amount of production capacity is used as commercial display panels. With the quotation of 65-inch TV panel approaching the material cost (BOM cost), BOE and Huaxing Optoelectronic decided to reduce the production volume as a response. Among them, the production volume of BOE B17 in the fourth quarter is expected to decrease by 14.2% compared with that in the third quarter, and the production rate of Gen. 10.5 will decrease by 3.5 percentage points. In the second half of the year, with the implementation of the production reduction plan by the panel factory, the supply-demand ratio in a single season obviously converges, and the deferred inventory in the first half of the year also goes away with the significant production reduction. In 2023, due to the high risk of global economic and geo-conflict, high inflation will still suppress the end consumer demand, and the view on the demand side is still neutral and conservative. Although the supply side is restrained by the plan to close the factory of LG Display, the addition of Huaxing Optoelectronics T9(Gen.8.6) will drive the overall panel supply to increase compared with 2022. TrendForce said that this also means that the market will still face the high risk of oversupply next year. If the panel factory can be strategic,