面板价格观察 | 7月电视面板价格下调，笔电面板需求较佳

Core Viewpoint - In July 2025, TV panel prices declined while monitor and laptop panel prices remained stable, indicating a weak demand in the TV panel market and a cautious outlook for the monitor and laptop segments [3][5][10]. TV Panels - The demand for TV panels in July remained weak due to some brand clients adjusting their procurement orders for Q3, which they used as leverage for negotiations [5][6]. - It is anticipated that with the approach of the year-end sales season, brand clients will increase their procurement volumes in August and September, potentially stabilizing panel prices [6]. - The price forecast for July indicates a decrease of $1 for 32-inch and 43-inch panels, $2 for 50-inch and 55-inch panels, and $3 for 65-inch and 75-inch panels [7]. Monitor Panels - As the third quarter begins, the demand for monitor panels has shown signs of slowing down, with only a few specifications experiencing slight supply shortages [8]. - The overall price trend for monitor panels in July is expected to remain flat, influenced by the declining demand and prices in the TV panel market [8]. Laptop Panels - The demand for laptop panels is expected to perform better in July and August, driven by a more optimistic outlook from some brand clients [10]. - Despite this positive outlook, panel manufacturers are hesitant to raise prices and may offer discounts to maintain customer relationships, leading to a stable price forecast for July [10].