1月显示器面板价格局部看涨 笔电面板下行压力加剧

Group 1 - The global display panel market is experiencing significant divergence across different application areas, with the monitor panel market showing signs of price stabilization and recovery, while the notebook panel market continues to face downward pressure [1] - In January, the global monitor panel market exhibited a trend of "overall stability with localized slight increases," driven by structural demand highlights despite being in a traditional off-season [4] - Key factors driving price increases include structural changes on the supply side, such as the contraction of overseas capacity and the competition for high-generation line capacity from TV and mobile products, leading to a tightening supply of monitor panels, particularly IPS panels [5] Group 2 - Sigmaintell forecasts that the prices of monitor panels will remain stable overall in January, with some specifications of open cell panels expected to see a slight price increase [5] - In contrast, the notebook panel market continues to be under pressure, with weak demand being the core issue as most mainstream brands maintain high inventory levels and focus on inventory digestion [5] - The supply side for notebook panels remains relatively loose, leading to intensified price competition among panel manufacturers, as brands exert pressure on suppliers to transfer their own cost pressures [5][6]