面板价格观察 | 6月电视面板价格出现小幅下调趋势，笔电面板需求乐观

Core Viewpoint - The panel prices for televisions have decreased in June 2025, while monitor and laptop panel prices have remained stable. The demand for television panels is weakening, leading brands to adopt a more conservative purchasing attitude [2][4]. Television Panels - In June, the demand for television panels has shown a more pronounced weakening trend, with brands becoming more cautious in their procurement. The unclear terminal demand for the second half of the year and rising inventory levels have led some brands to consider reducing their procurement momentum for Q3 [2][4]. - It is estimated that the prices for 43-inch, 50-inch, and 55-inch television panels will decrease by $1, while 65-inch and 75-inch panels are expected to drop by $1 to $2 [4]. Monitor Panels - The demand for monitor panels is reaching its peak, with brand clients beginning to adjust their orders. The weakening demand for television panels and their price declines are starting to affect monitor panel prices. Despite manufacturers hoping for slight price increases, most brand clients are not accepting continued price hikes in June, leading to an expected stabilization of monitor panel prices [5]. Laptop Panels - Brands are becoming more optimistic about the demand for laptops in the second half of the year, leading to an increase in orders for laptop panels. However, manufacturers are unlikely to propose price increases to maintain customer relationships and may employ various non-public pricing strategies to secure orders [6][7]. - The prices for laptop panels are expected to remain stable in June, although there are emerging concerns about memory shortages and significant price increases, which could impact future procurement attitudes of brand clients [7].