群智咨询：预计1月份Monitor LCM面板价格将整体保持稳定

Group 1: IT Panel Market Overview - The overall price of IT panels is expected to remain stable in January, with entry-level FHD IPS OC panels likely to see a slight increase [1] - The global display panel market is projected to show a pattern of "overall stability with localized increases" in January [1] - Despite January being a traditional off-season, demand varies significantly among brands due to differences in inventory levels and cost sensitivity [1] Group 2: Demand and Supply Dynamics - Some brands have reduced their display panel inventory to a safe lower range, creating a motivation for restocking, which supports demand [1] - The supply side is facing structural tightness due to overseas capacity contraction and competition from TV and mobile applications for display panel capacity [1] - The concentration of supply among mainstream panel manufacturers is increasing, enhancing their bargaining power amid long-term low profitability and rising upstream material costs [1] Group 3: Specific Panel Price Movements - For 21.5" FHD, the January Open cell & LCM mainstream panel prices are expected to remain flat [1] - For 23.8" FHD, the January IPS Open cell mainstream panel price is projected to increase by $0.2, while the LCM mainstream panel price remains flat [1] - For 27" FHD, the January IPS Open cell mainstream panel price is also expected to rise by $0.2, with the LCM mainstream panel price remaining unchanged [1] Group 4: Notebook Panel Market Trends - The global notebook panel market continues to experience a downward price trend in January [2] - Demand for notebook panels remains weak, with most mainstream brands maintaining inventory levels above the safe range, focusing on inventory management [2] - The supply side remains loose, with notebook panels becoming a key target application for panel manufacturers, leading to increased price competition [2] Group 5: Price Forecasts for Notebook Panels - For low-end HD TN panels, the January mainstream TN LCM average price is expected to remain flat [2] - For IPS FHD & FHD+ products, the January prices for 16:9 and 16:10 mainstream specifications are projected to decrease slightly by $0.2 [2] - Mid-to-high-end specification panel prices continue to show a diverging trend [2]