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BOE A: Affected by storage price increases, terminal manufacturers and panel manufacturers will face certain pressures in some product categories
BOE A on May 6th received institutional research. Regarding the impact of storage price increases on the display industry, the company stated that due to the impact of storage price hikes on consumer electronics, it is expected that terminal manufacturers and panel manufacturers will face certain pressures in some product categories.
Looking at product categories, there may be a certain impact on the demand for laptops and smartphones; considering factors such as the growth in TV screen area demand, the impact on TV terminal demand is limited.