TrendForce：预计2月电视及显示器面板延续上涨态势 笔电面板价格承压

Group 1: TV Panels - In February, the demand for TV panels remains relatively stable, with manufacturers planning production adjustments during the Lunar New Year, leading to an expected average utilization rate decrease of about 10% compared to January, which supports a balanced supply-demand situation and aids in price increases [1] - The forecast for February indicates a potential overall price increase for TV panels, with 32-inch, 43-inch, and 50-inch panels expected to rise by $1, while 55-inch, 65-inch, and 75-inch panels are anticipated to increase by $2 [1] Group 2: Monitor Panels - As of February, the price trend for monitor panels is set to increase due to better-than-expected demand and urgent orders from brand clients, prompting manufacturers to consider raising prices [2] - Specifically, the 23.8-inch FHD Open Cell panel is expected to increase by $0.3, and the 27-inch FHD Open Cell panel is projected to rise by $0.1, with the 23.8-inch FHD panel module also likely to increase by $0.2 [2] Group 3: Laptop Panels - In February, the laptop panel market is experiencing downward price pressure due to tight supply and rising costs of memory and other semiconductor components, leading laptop brand clients to stock up while demanding lower prices [3] - Manufacturers are softening their pricing stance to maintain relationships with laptop brand clients, resulting in a forecasted price decline across all sizes of laptop panels, with TN models expected to drop by $0.1 and IPS models by $0.2 [3]