面板价格观察 | 9月电视面板价格持平，笔电面板需求第三季预估将季增5.1%

Core Viewpoint - The panel prices for televisions, monitors, and laptops are expected to remain stable in September 2025, with no significant changes observed in the market dynamics [5][7][9]. Group 1: Television Panel Prices - Television panel prices for various sizes, including 65" and 55", have remained unchanged at $173 and $124 respectively, indicating a stable pricing environment [4]. - The overall demand for television panels has strengthened due to brand clients preparing for year-end promotions and increased stocking by agents [5][7]. Group 2: Monitor Panel Prices - Monitor panel demand has shown slight signs of slowing down, primarily due to some manufacturers reducing production of mainstream sizes that are currently unprofitable [8]. - Despite a tight supply situation for FHD mainstream sizes, brand clients are unwilling to compromise on prices, leading to a consensus on maintaining price stability [8]. Group 3: Laptop Panel Prices - Laptop panel demand remains strong, with an expected quarter-on-quarter increase of 5.1% in the third quarter [9]. - Brand clients are focusing on securing panel quantities while ignoring potential tariff impacts, aiming to capture more end-user demand before year-end [9]. - Although there is a competitive environment among panel manufacturers, they are hesitant to raise prices due to anticipated demand declines in the fourth quarter [9].