群智咨询：12月全球显示器面板市场价格持稳态势延续 预计2026年Q1将正式步入上涨通道

Core Viewpoint - The global display panel market prices remained stable in December, with a prediction that prices may enter an upward trend in Q1 2026 due to supply constraints and increased demand for low-priced panels [1][3]. Monitor Panel - In December, the global monitor panel market prices continued to stabilize, with overall demand remaining weak as year-end brand demand tapered off [3]. - Some brands increased procurement of low-priced monitor panels, providing some support to December demand due to stable TV panel prices and expectations of price increases in Q1 2026 [3]. - Supply-side factors included the release of pre-stocking demand for TV panels and increased production capacity for small-sized applications, leading to a structurally tight supply in the monitor panel market [3]. - The mainstream specifications for monitor OC and LCM panels are expected to maintain stability, with narrowing declines in mid-to-high-end products [3]. Notebook Panel - The global notebook panel market continued to show weakness in December, with prices facing downward pressure due to soft retail performance and inventory pressures among brands [4]. - Brands are focusing on inventory management as most shipping targets have been met, leading to a cautious release of demand [4]. - The supply side remains loose, with notebook panels prioritized in G8.x generation capacity allocation, but rising costs from core component shortages are increasing pressure on brand costs [4]. - Price competition in the mainstream segments of the notebook market is expected to intensify, with low-end HD TN panels remaining stable and slight declines in IPS FHD and FHD+ products [4].