电视面板减产5月报价持平，90天豁免期显示器有急单

Group 1 - The demand for TV panels is gradually weakening in May, leading brand manufacturers to adjust orders and request price concessions from panel manufacturers due to rising inventory levels [1] - Panel manufacturers are implementing a series of capacity adjustment measures to stabilize panel prices, with expectations that prices will remain flat in May [1] - TV brand manufacturers are hoping for price reductions from panel manufacturers to offset the cost pressures arising from increased tariffs, which could aid in the promotional rhythm for the second half of the year [2] Group 2 - The demand for LCD monitor panels remains strong, driven by tariff issues, with some brand manufacturers increasing stock ahead of a three-month exemption period for high tariffs [2] - Prices for LCD monitor panels are expected to continue rising in May, with specific increases noted for various sizes, such as a $0.2 increase for non-backlit modules and $0.1 for 21.5-inch and 27-inch panels [2] - In the laptop market, while there are urgent orders due to varying progress in Southeast Asia, the overall demand remains stable, with expectations that laptop panel prices will remain flat in May [2]