面板价格观察 | 10月预估电视面板厂稼动率下调至80%以下，部分笔电面板价格或小幅下调

Group 1 - The core viewpoint of the article indicates that the prices of TV and monitor panels are expected to remain stable in October 2023, while some laptop panel prices may see slight declines [3][5][6] - The demand for TV panels is anticipated to gradually slow down as the year-end peak season approaches, leading manufacturers to adjust production capacity to stabilize prices [3][5] - The average utilization rate of panel manufacturers is projected to drop from over 80% in Q3 to below 80% in October, with adjustments planned during the National Day holiday [3][5] Group 2 - The demand for monitor panels is expected to decrease by 9% compared to September, but manufacturers are cautious about price reductions due to ongoing losses in mainstream specifications [5][6] - For laptop panels, the demand is also forecasted to weaken, with manufacturers likely to concede to brand clients' requests for price reductions during the off-peak season [6] - The price trend for entry-level TN laptop panels is expected to remain stable, while some IPS models may see a price drop of $0.1 [6]