群智咨询：8月全球显示器面板市场延续供需双弱格局 价格维持稳定

Group 1: Display Panel Market Overview - In August, the global display panel market continued to experience weak supply and demand dynamics, with panel prices remaining stable [1] - Domestic market support from the third batch of national subsidies for display categories was limited, and consumer demand significantly weakened [1] - In North America, major brands shifted their procurement strategies from "policy-driven" to "cost and inventory constraints," leading to more conservative demand release [1] Group 2: Monitor Panel Market Insights - The supply side saw an increase in the operating rate of high-generation panel factories in Q3, but TV panel demand and growth in small-size applications continued to exert structural pressure on monitor capacity [1] - Overall monitor capacity contracted month-on-month due to ongoing reductions in LCD capacity from overseas manufacturers [1] - Monitor panel prices for mainstream specifications are expected to remain stable in August, with slight adjustments for some specifications [1] Group 3: Notebook Panel Market Dynamics - The global notebook panel market in August showed a continuation of demand differentiation and supply adjustments [2] - The stability of U.S. tariff policies provided certainty for the market, while the "back-to-school" season and preparations for "Black Friday" in Europe and the U.S. slightly boosted overall market demand [2] - However, rising costs in the manufacturing segment and increased prices for core CPU components significantly pressured brand profitability, leading to tighter procurement strategies among brands [2] Group 4: Price Performance of Specific Panel Sizes - For monitor panels, prices for 21.5" FHD, 23.8" FHD, and 27" FHD Open Cell & LCM remained flat in August compared to July [3] - In the notebook segment, the mainstream TN LCM price for low-end HD remained stable, while prices for IPS FHD & FHD+ products saw slight declines of $0.1 and $0.2 for different specifications [2][3]