Introduction
China’s National Day and Mid-Autumn Festival holidays in 2025 bring not only celebrations but also planned production breaks at the country’s leading LCD TV panel factories. Major players—including BOE, TCL CSOT, HKC, and Sharp—will temporarily halt production lines for 3 to 8 days. This marks a strategic move to control output, balance supply and demand, and stabilize global LCD TV panel prices.
From Full Capacity to Flexible Control
In 2021, LCD panel factories in China did not stop production during Golden Week, with utilization rates as high as 88%. However, as oversupply pressured prices, manufacturers began implementing production cuts. By October 2022, utilization dropped to 68%, followed by 77% in 2023 and 79% in 2024.
Since 2023, holiday shutdowns have become a tool for supply control. Equipment remains active, but no new glass substrates are processed, allowing manufacturers to reduce output without risking operations.
Holiday Schedules for 2025
- TCL CSOT (Shenzhen): Two 8.5G lines off for 5 days; two 10.5G lines off for 7 days.
- BOE Technology: Hefei and Wuhan 10.5G lines + Chengdu 8.6G line off for 5 days; five 8.5G lines off for 7 days.
- HKC: 8.6G lines in Chongqing, Chuzhou, and Changsha off for 5 days each.
- Sharp Guangzhou: 10.5G line will stop for 8 days, the longest break.
These adjustments are expected to bring China’s LCD TV panel utilization rates down from ~90% in September to below 80% in October.
Market Impact: Price Stability in Q4
China accounts for more than 70% of global LCD TV panel shipments, giving its producers strong influence over international market dynamics. By moderating output ahead of the fourth quarter, panel makers aim to prevent oversupply during a critical period leading into China’s “Double 11” shopping festival.
After prices stabilized in August and remained flat in September, analysts predict October LCD TV panel prices will hold steady compared to September. This outcome highlights the importance of proactive production control in maintaining a healthy supply-demand balance.
Conclusion
Holiday breaks at China’s LCD panel factories are no longer just downtime—they are a key market strategy. By aligning production with demand, manufacturers aim to secure stable pricing, protect profitability, and prepare for the seasonal sales surge. As global demand for large-format LCD panels continues, these supply-side adjustments will remain essential in shaping the industry’s outlook.
Your message must be between 20-3,000 characters!