集邦咨询：预估10月份起电视面板价格下行压力将逐渐扩大

Group 1: Panel Price Trends - In October 2023, TrendForce reported a decline in prices for certain sizes of TV and laptop panels, while monitor panel prices remained stable compared to the previous month [1] - The demand for TV panels has weakened as brand clients' stocking needs have subsided, leading to a pessimistic outlook for the upcoming Double Eleven sales [1] - The forecast for October indicates that prices for 50-inch and 55-inch TV panels are expected to drop by $1, while 65-inch and 75-inch panels may decrease by $2 [1] Group 2: Monitor Panel Demand - Overall demand for monitor panels has weakened in October, with only some domestic projects in China providing slight support [2] - Panel manufacturers are cautiously producing models that continue to incur losses, focusing on higher-end models, while mainstream FHD models are expected to maintain stable prices [2] Group 3: Laptop Panel Market - The demand for laptop panels has shown a correction trend, with only a few brand clients placing additional orders, leading to a softening of panel prices during the off-season [3] - The forecast for October suggests that entry-level TN panels will maintain stable prices, while some IPS models are expected to see a price drop of $0.1 [3] Group 4: Price Table Overview - A detailed price table shows the prices for various panel sizes and types, indicating specific price points for TV, monitor, and laptop panels, with notable prices for 65" TV panels at $171 and 15.6" laptop panels at $40.2 [4]