群智咨询：一季度智能手机面板市场呈现普跌态势 平板面板市场维持弱平衡

Group 1: Smartphone Panel Market - The smartphone panel market is experiencing weakened demand in the traditional off-season, with prices across all technology routes under downward pressure due to high upstream electronic material costs and brands actively controlling orders to alleviate operational pressure [2][3]. - The a-Si LCD panels are facing a decline in demand in the southern China market, with rising raw material costs pushing up production costs, leading to a slight decrease in cell prices while module prices remain stable [3]. - LTPS LCD panels are under pressure from both high-performance a-Si LCD and mid-to-low-end FOLED, resulting in a slight price reduction to stabilize orders amid cost pressures [4]. - ROLED panels are experiencing increased pressure from brand model transitions and shrinking demand, leading suppliers to offer discounts, resulting in a notable price decline [5]. - FOLED panels are facing a competitive environment with weak demand and rising costs, leading to continued price pressure and a slight decline [6]. Group 2: Tablet Panel Market - The tablet panel market is also in a traditional demand off-season, with strong requests from terminal brands for price reductions amid rising core component costs [7]. - The a-Si LCD panel supply-demand relationship is shifting towards looseness, with prices under pressure and a moderate downward trend expected [7]. - LTPS LCD panels are seeing a price sensitivity increase from mainstream brands seeking cost-effective solutions, leading to slight price reductions to maintain orders [7].