TrendForce集邦咨询：2025上半年面板驱动IC价格跌势趋缓

Group 1 - The average price of panel driver ICs decreased by approximately 1% to 3% in the first quarter, with a slight downward trend expected in the second quarter, indicating a moderation in the long-term price decline [1] - Demand-side factors contributing to the stabilization of price declines include adjustments in inventory levels by brand and panel manufacturers, as well as a recovery in demand driven by policy changes in the Chinese market [1] - On the supply side, stable wafer foundry prices for mature processes have prevented significant cost fluctuations, helping to maintain overall pricing stability [1] Group 2 - Geopolitical factors pose potential risks, as U.S. tariffs could impact the production and transportation costs of the supply chain, affecting price stability [2] - The panel driver IC prices are expected to remain stable in the second half of the year, with manufacturers concerned about rising cost pressures leading to a potential negotiation phase between panel manufacturers and the supply chain [2] - The driver IC industry will continue to be influenced by upstream wafer costs, raw material prices, and policy risks, with supply chains closely monitoring gold price fluctuations and geopolitical conditions to adjust inventory strategies accordingly [2]