面板价格观察 | 预估10月份起电视面板价格下行压力将逐渐扩大

Group 1: Core Insights - The overall demand for TV panels has weakened as brand customers' procurement momentum declines after the peak season, leading to a pessimistic outlook for the upcoming Double Eleven sales event [5][6] - Panel manufacturers are implementing capacity adjustments, but this has not yet changed the supply-demand imbalance, resulting in increased pressure on TV panel prices starting in October [6][7] - The price trends for various TV panel sizes in October indicate that 32-inch and 43-inch panels are expected to remain stable, while 50-inch and 55-inch panels may decrease by $1, and 65-inch and 75-inch panels may decrease by $2 [6][7] Group 2: Monitor and Notebook Panel Insights - The demand for monitor panels has also weakened, with only limited domestic projects providing some support; prices for mainstream specifications are expected to remain stable [7][8] - In the notebook panel segment, most brand customers are experiencing a correction in demand, leading to a softening of panel prices as manufacturers aim to maintain relationships with clients; low-end TN models are expected to remain stable, while some IPS models may see a decrease of $0.1 [8]