TV面板看涨 双虎有撑

Core Viewpoint - The report from TrendForce indicates that due to capacity adjustments by major panel manufacturers, the supply of panels is tightening, leading to an expected increase in TV panel prices in February, with potential price hikes for monitor panels as well [1][4]. Group 1: TV Panel Price Forecast - TV panel prices are expected to rise across the board in February, with specific increases of $1 for 32-inch, 43-inch, and 50-inch panels, and $2 for 55-inch, 65-inch, and 75-inch panels [3][4]. - The average capacity utilization rate is projected to decrease by 10% compared to January, supporting a balanced supply-demand situation and contributing to the price increase [4]. Group 2: Monitor Panel Price Forecast - Demand for monitor panels is better than expected, with manufacturers planning to raise prices due to urgent orders from brand clients [4]. - 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 [4]. Group 3: Notebook Panel Price Trends - In contrast to TV and monitor panels, notebook panel prices are anticipated to decline in February, with TN models expected to drop by $0.1 and IPS models by $0.2 [5]. - Manufacturers are softening their pricing stance to maintain relationships with notebook brand clients amid tight supply and rising costs of other semiconductor components [5].