June 7th, Jinshi data, according to Nikkei News, Intel (INTC.O) recently teamed up with 14 Japanese partners to plan to rent Sharp's idle LCD panel factory as a research and development center for advanced semiconductor technology. On the one hand, Intel and its partners can reduce costs, and on the other hand, Sharp can also generate additional rental income. It is reported that Sharp's factories in Kameyama, Mie Prefecture, and Taki District are candidate locations. Intel will collaborate with 14 suppliers such as Omron, Resonac, and Murata Machinery to jointly develop back-end chip packaging technology in the clean room of Sharp's LCD panel factory. It is expected to be related to the glass substrate packaging technology developed by Intel.

According to the latest report from market research firm Omdia, the utilization rate of large-size display panel factories is expected to increase to nearly 90% in the third quarter of 2024, as demand growth eventually surpasses capacity expansion, and will maintain a healthy development trend in the coming years. "In 2023, the weighted average size of LCD TVs increased by an incredible 2.9 inches. It is expected that starting from 2024, the size of LCD TVs will increase by another 1.6 inches, and by 2025, it will increase by another 1.1 inches. The larger panels, combined with a 7% recovery in unit demand, will support an average factory utilization rate of over 82% in 2024. Based on supply and demand analysis and utilization rate modeling, the utilization rate is expected to gradually increase each year and reach close to 89% by 2026," commented Charles Annis, Director of Display Research at Omdia.

According to the report released by RUNTO on April 30th, 2024, the global shipment of large-size LCD TV panels in the first quarter reached 56.5 million units, with a month-on-month increase of 1.3% and a year-on-year increase of 11.3%. The shipment area reached 41.0 million square meters, with a year-on-year increase of 9.6% and a month-on-month increase of 5.6%.