Due to growing capacity and price competition from
Samsung Display was the first company to do so, selling a fifth generation (Gen 5) fabrication plant (fab) to a Chinese touch and module maker last year. In the future, more fab restructuring is expected, especially the facilities dedicated to making IT panels.
Brands like HP and Lenovo expected notebook panels to be in a surplus situation, and they were therefore keeping their panel inventories at very low levels. This shift from Samsung Display could cause some brands to experience panel shortages in the third quarter of 2016.Display could cause some brands to experience panel shortages in the third quarter of 2016.