TV面板价扬 双虎欢呼

Group 1: TV Panel Market Outlook - TrendForce forecasts an increase in TV panel prices in January, driven by stronger procurement from TV brands, marking a positive start for 2026 [1] - After two months of price declines and a stabilization in December, the TV panel prices are expected to rise, benefiting manufacturers like AUO and Innolux [1] - The demand for TV panels is anticipated to remain stable due to strong purchasing momentum from certain TV brands, allowing panel manufacturers to maintain high utilization rates [1] Group 2: Price Predictions and Market Dynamics - TrendForce predicts that TV panel prices will increase by $1 across various sizes, including 32-inch, 43-inch, 55-inch, and 65-inch panels in January [1] - Innolux's chairman expressed optimism about the panel price and volume trends, expecting a strong start to 2026, particularly in TV demand [1] - AUO's chairman also anticipates an improvement in market conditions, driven by a replacement wave of old TVs and upcoming major events like the Winter Olympics and World Cup, which are expected to boost demand for large-sized TVs [1] Group 3: Small to Medium-Sized Panel Market - The demand for LCD monitor panels in January is expected to remain weak due to seasonal cycles, but manufacturers are committed to maintaining stable prices [2] - The anticipated rise in TV panel prices is expected to stimulate demand for LCD monitor panels, with potential price increases in the coming months [2] - The notebook panel market is experiencing a decline in demand due to previous overstocking and rising component prices, leading to a downward trend in January panel prices [2]