Report: Panel manufacturer glass yield rate increased to 82% in Q1

MetaMuskRat · 2026-04-01T00:37:04+00:00

Omdia's latest report shows that the glass panel yield rate for display panel companies is expected to reach 82% in Q1 2026, an increase from the previous quarter. The rising panel demand is driven by changes in U.S. tariff policies and potential component shortages, but demand is expected to slightly slow down in the second quarter.

MetaMuskRat

2026-04-01 00:37:04

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People’s Finance News, March 31—Omdia’s latest release, the “February 2026 Display Panel Production and Inventory Tracking Report,” shows that in the first quarter of 2026, display panel companies increased their glass die-attach rates for two consecutive months, and are expected to exceed the level of the previous quarter. Omdia forecasts that in the first quarter of 2026, display panel companies’ glass die-attach rate will reach 82%, higher than 81% in the fourth quarter of 2025. The increase in display panel demand is driven by multiple factors, including changes in U.S. tariff policy, early procurement to mitigate potential shortage risks for key components (such as memory), and stockpiling measures taken by set manufacturers to ensure an increase in LCD panel inventory. Omdia expects that as the heat from major seasonal events in China—such as Labor Day, the 618 shopping festival, and the World Cup—gradually wanes, display panel demand will begin to slow slightly after the mid-point of the second quarter of 2026.

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