面板价格观察 | 12月电视面板价格全面止跌，笔电面板价格或将承压调整

Core Viewpoint - In December 2025, TV panel prices have stabilized, while monitor panel prices remained flat compared to the previous month, and some laptop panel prices have decreased. The demand for TV panels is stable, and panel manufacturers are preparing for potential price increases due to concerns over memory shortages and rising prices affecting TV products in the future [3][5]. Panel Price Observations - TV panel prices across various sizes are expected to remain stable in January and February 2026, with a potential for price increases in January due to strong demand and the upcoming Lunar New Year affecting demand distribution [3][5]. - The monitor panel market is experiencing weak demand, but some customers are increasing their orders. Manufacturers are reluctant to lower prices further due to ongoing losses in mainstream monitor panels, leading to a forecast of stable prices for January and February [5][6]. Laptop Panel Insights - The demand for laptop panels is being impacted by memory shortages and rising prices. Some brands are looking to increase shipments of mid-range models before potential price hikes in the new year, which may temporarily boost demand [6]. - Despite some increase in demand, manufacturers are adopting a softer pricing stance to maintain customer relationships, with expectations that prices for IPS models may decrease by $0.1 to $0.2, while TN models are expected to remain stable [6].