集邦咨询：7月电视面板价格下跌 显示器与笔记本面板价格稳定

Group 1: Panel Price Trends - In July 2025, TV panel prices declined while monitor and laptop panel prices remained stable, influenced by brand customers adjusting their procurement orders for Q3 [1] - The average price for 32-inch and 43-inch TV panels is expected to drop by $1, while 50-inch and 55-inch panels will decrease by $2, and 65-inch and 75-inch panels will fall by $3 [3] - The overall trend for monitor panels has shifted to a stable state due to slowing demand and the impact of declining TV panel prices [4] Group 2: Market Demand and Supply - TV panel demand remains weak in July, with brand customers managing inventory through order adjustments and using this as leverage for negotiations [1] - Despite expectations for a potential increase in monitor panel prices, demand has shown signs of slowing, with only a few specifications experiencing minor supply shortages [4] - Laptop panel demand is anticipated to perform well in July and August, but manufacturers are hesitant to raise prices, opting instead for discounts to maintain customer relationships [5]