集邦咨询:12月电视与显示器面板价格预估持稳 笔电面板部分尺寸价格预期下调
智通财经网·2025-12-06 08:03

Core Insights - TrendForce forecasts stable prices for TV and monitor panels by December 2025, while laptop panel prices for certain sizes are expected to decline [1][2][3] Group 1: TV Panel Market - Despite entering year-end, demand for TV panels remains robust, driven by brand clients anticipating price stabilization and increasing orders for Q1 2026 [1] - The price trend for December indicates that 32-inch to 65-inch TV panels are likely to stabilize [1] Group 2: Monitor Panel Market - The demand for monitor panels has weakened overall, although some brand clients have increased their orders [2] - December prices for monitor panels are expected to remain stable, with the exception of the 23.8-inch VA Open Cell panel, which is projected to decrease by $0.2 [2] Group 3: Laptop Panel Market - Laptop panel demand is consistent with previous expectations, and shortages in memory have not significantly impacted panel procurement [3] - Some brand clients are pushing for more price concessions from panel manufacturers, indicating that previous discounts are no longer sufficient [3] - For December, prices for IPS laptop panels are expected to decline by $0.1 to $0.2, while low-end TN models are projected to remain stable [3]