6月电视/显示器/笔电面板价格全面持平

Core Viewpoint - The panel prices for TVs, monitors, and laptops are expected to remain stable in June, despite pressures from inventory levels and demand fluctuations [1]. TV Panels - Demand for TV panels is weakening as brand clients have been increasing inventory since Q1, leading to a more flexible procurement strategy to negotiate prices with panel manufacturers [2]. - Panel manufacturers are attempting to maintain supply-demand balance through capacity adjustments, but some may still offer price concessions to stabilize client relationships [2]. - The expectation for June is that TV panel prices will remain flat, although there is a possibility of slight declines in certain sizes due to ongoing buyer pressure [2]. Monitor Panels - Following tariff issues, brand clients maintained an aggressive stocking attitude, but this has begun to slow down in June as inventory levels rise [3]. - The weakening demand for TV panels is also impacting monitor panel prices, leading to a more conservative outlook among manufacturers regarding price increases [3]. - The expectation for June is that monitor panel prices will shift to a stable stance across the board [3]. Laptop Panels - Demand for laptop panels is expected to remain stable in Q2, although brand clients have adopted a more cautious approach due to previous pessimism about the second half of the year [4]. - Recent optimism regarding demand for Q3 has improved visibility compared to early April when tariffs were first announced [4]. - Despite this, manufacturers are cautious about future demand changes and are not inclined to raise prices, instead offering discounts to maintain key customer relationships [5]. - The expectation for June is that laptop panel prices will also remain stable [5].