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机构:电视面板需求5月走弱,厂商减产维持价格
Jing Ji Ri Bao·2025-05-05 22:03

Group 1 - The core viewpoint of the articles indicates that while demand for TV panels is weakening, panel manufacturers are implementing production cuts to stabilize prices, resulting in overall price stability for May [2] - The LCD monitor panel prices are experiencing a slight increase due to tariff-related demand, with a projected price rise of $0.2 for non-backlit LCD monitor panels in May [2] - The production capacity for laptop panels is not expected to increase significantly in the short term, leading to stable pricing for laptop panels in May, despite ongoing tariff discussions [3] Group 2 - Panel manufacturers are adopting a more flexible pricing strategy to secure customer orders and increase market share, which may lead to different market dynamics for laptop and LCD monitor panels [3] - The average utilization rate in the panel industry is expected to decrease by approximately 6% to 7% in May compared to April, as manufacturers respond to the weakening demand [2] - The anticipated price increase for LCD monitor panels may begin to converge due to the weakening demand for TV panels, which could impact the overall pricing trend [2]