Q4需求不减反增，电视面板价格涨还是跌？

Core Viewpoint - TrendForce reported a decline in TV panel prices in November, while monitor panel prices remained stable compared to the previous month, and some laptop panel prices decreased for certain sizes [1][3][5]. TV Panels - Despite entering the traditional off-season for TV panel demand in Q4, some brand clients are actively pushing to meet year-end targets, leading to an increase in demand for TV panels [3]. - Panel manufacturers are fulfilling orders but are adopting a low pricing stance to encourage clients to increase orders, with expected price drops of $1 for 32" and 43" panels, $2 for 50" and 55" panels, and $3 for 65" and 75" panels in November [3][4]. Monitor Panels - The demand for monitor panels has shown signs of weakness in Q4, with manufacturers facing ongoing losses on mainstream monitor panels, limiting their ability to lower prices [5]. - In November, only the 23.8" Open Cell panel is expected to see a price drop of $0.2, while other mainstream sizes are anticipated to remain stable [5]. Laptop Panels - In November, despite a significant rise in memory prices, brand clients' purchasing momentum for panels remains in line with expectations, although they continue to request price reductions [6]. - Only TN panels are expected to remain stable in price, while other IPS mainstream sizes are projected to decrease by $0.1 to $0.2 [6].