面板价格观察 | 第四季度电视面板需求逆势增长，11月价格延续跌势

Core Insights - The article discusses the panel price trends for November 2025, highlighting a decline in TV panel prices while monitor panel prices remain stable, and some laptop panel prices decrease slightly [3][6]. TV Panel Prices - In November 2025, TV panel prices are expected to continue their downward trend, with specific forecasts indicating a drop 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 [3][6]. - Despite being a traditional off-season for TV panel demand, some brands are actively pushing to meet year-end targets, leading to increased demand for TV panels in the fourth quarter [3]. Monitor Panel Prices - The demand for monitor (MNT) panels is showing signs of weakness, with most mainstream sizes maintaining stable prices, except for the 23.8-inch Open Cell panel, which is expected to decrease by $0.2 [6]. - Panel manufacturers are facing losses on mainstream MNT panels, limiting their ability to lower prices significantly [6]. Laptop Panel Prices - For laptop (NB) panels, only TN panels are expected to remain stable, while other IPS mainstream sizes are projected to decrease by $0.1 to $0.2 [6]. - The overall purchasing momentum for panels in the fourth quarter aligns with previous expectations, despite rising storage prices not yet impacting brand customers' procurement [6].