TrendForce：11月电视、笔电面板价格多数下跌 显示器面板价格环比持平

Group 1: TV Panels - In November 2025, TV panel prices are expected to continue declining, with a more flexible pricing strategy adopted by manufacturers as they approach year-end targets [1][2] - Despite the traditional off-season for TV panel demand, some brand clients are actively pushing for year-end goals, leading to an increase in demand for TV panels in Q4 [2] - Price forecasts for November indicate a decrease of $1 for 32-inch and 43-inch panels, $2 for 50-inch and 55-inch panels, and $3 for 65-inch and 75-inch panels [2] Group 2: Monitor Panels - The demand for monitor (MNT) panels has shown signs of weakness entering Q4, with mainstream MNT panels continuing to operate at a loss [3] - Manufacturers are unwilling to make significant price concessions or expand production, resulting in a stable pricing consensus between buyers and sellers [3] - Only the 23.8-inch Open Cell panel is expected to see a price drop of $0.2, while other mainstream sizes are projected to remain stable [3] Group 3: Laptop Panels - In November, despite a significant rise in storage prices, brand clients' purchasing momentum for laptop panels remains in line with previous expectations [4] - Brand clients continue to request price reductions for panels, prompting manufacturers to adjust prices to meet these demands [4] - Price forecasts for November indicate that only TN panels will remain stable, while other IPS mainstream sizes are expected to decline by $0.1 to $0.2 [4]