Display Industry Recovery Gaining Steam as Fab Utilization Increases in Q2’23

Published May 8, 2023

The increase in display fab utilization that started in Q1’23 has accelerated in the second quarter, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report issued last week. Inventory in the display supply chain has been trimmed to normal levels, and a wave of restocking is leading to increased demand. However, big increases in utilization by LCD makers in Q2’23 carry the risk of overshooting demand and stifling the rally in panel prices.

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Written by

Bob O'Brien

bob.obrien@displaysupplychain.com

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