群智咨询：10月下旬全球笔记本面板市场进入淡季循环周期

Core Viewpoint - The global display panel market in October 2023 is characterized by "demand contraction, supply regulation, and price stabilization" as manufacturers adopt a "production on demand" strategy to mitigate risks from declining demand [1][2]. Monitor Panel Market - The demand side shows a significant weakening due to the end of the "Double Eleven" and "Black Friday" stocking periods, leading to cautious inventory management among major brands [2]. - Supply side adjustments are being made as manufacturers strictly implement "production on demand" strategies to counteract the cyclical decline in demand [2]. - The MNT panel market is expected to maintain a dynamic balance due to structural supply constraints and low inventory levels among panel manufacturers, which suppresses downward price pressure [2]. - Mainstream specifications for Monitor OC and LCM panels are predicted to maintain stable prices, with minor adjustments for some high-end specifications [2]. Notebook Panel Market - The notebook panel market has entered a seasonal downturn, with overall demand gradually weakening and increased downward pressure on prices [3]. - Brand inventory levels have risen significantly post-peak stocking, leading to a weakened overall demand trend despite varied shipment strategies [3]. - The supply side remains adequate due to high capacity allocation for G8.x generation lines, but rising core component prices and supply chain shifts are pushing cost pressures onto panel prices [3]. - Price competition in the mainstream notebook panel market is expected to intensify, with specific price changes noted for various panel types [3][4].