面板价格观察 | 5月显示器面板需求仍强劲，价格可望维持上涨

Core Insights - The panel prices for televisions and laptops remained stable in May 2025, while monitor panel prices saw a slight increase [3][4][6]. Group 1: Television Panel Market - Demand for television panels has shown signs of weakening as brand clients increase their inventory, leading to adjustments in orders and price negotiations with panel manufacturers [4][7]. - Manufacturers are implementing capacity adjustments to stabilize panel prices amid decreasing demand, with expectations of a price standoff between buyers and sellers [4][7]. - Overall, television panel prices are projected to remain flat in May 2025 [4][7]. Group 2: Monitor Panel Market - The monitor panel market is experiencing good demand driven by tariff issues, with some brand clients increasing their stock ahead of the expiration of a three-month tariff exemption [6][7]. - Prices for Open Cell panels are expected to rise by $0.2, with specific sizes like 21.5-inch and 27-inch projected to increase by $0.1, and the 23.8-inch size expected to rise by $0.2 due to strong demand [6][7]. - Despite some urgent orders, the demand remains inconsistent due to varying progress in Southeast Asia, leading to a cautious approach from manufacturers regarding price increases [7].