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 capacity 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 contributes to rising prices [1] - It is estimated that TV panel prices will show a comprehensive upward trend in February, with 32-inch, 43-inch, and 50-inch panels expected to increase by $1, while 55-inch, 65-inch, and 75-inch panels are projected to rise by $2 [1] Group 2: Monitor Panels - The price of TV panels has established a comprehensive upward trend, and monitor panel demand is better than expected, with brand clients increasing urgent orders, prompting manufacturers to consider raising monitor panel prices [2] - For February, the 23.8-inch FHD Open Cell panel is expected to increase by $0.3, while the 27-inch FHD Open Cell panel is projected to rise by $0.1; additionally, the 23.8-inch FHD panel module is anticipated to increase by $0.2 [2] Group 3: Laptop Panels - In February, due to tight supply and rising prices of memory and other semiconductor components, laptop brand clients are preemptively stocking up on laptop panels, but the pressure to lower panel prices is increasing [3] - To maintain relationships with laptop brand clients and stabilize short-term orders, manufacturers are softening their pricing stance, leading to a downward price trend for laptop panels, with TN models expected to decrease by $0.1 and IPS models by $0.2 [3]