1月电视面板要涨价了？

Group 1: TV Panel Market - The price of TV panels has stabilized in December, with expectations that prices for sizes ranging from 32 inches to 65 inches will remain flat [1][3] - Brand customers believe that panel prices have reached a bottom, while concerns about memory shortages and rising prices may affect TV products in the future [3] - The demand for TV panels remains stable, and panel manufacturers are considering a price increase due to the maintained production and utilization rates [3][5] Group 2: Monitor Panel Market - The demand for monitor panels is weak in the fourth quarter, but some customers are increasing their demand [4] - Panel manufacturers are reluctant to lower prices due to long-term losses in mainstream monitor panels, leading to a stable price forecast for December [5] - The anticipated increase in TV panel prices may positively influence the monitor panel market, although actual demand and negotiation conditions will determine future pricing [5] Group 3: Laptop Panel Market - The demand for laptop panels is being impacted by memory shortages and rising prices, leading to a short-term increase in demand for mid-range models [6] - Despite some increase in demand, panel manufacturers are prioritizing customer relationships and are expected to keep prices stable for TN models while reducing prices for IPS models by $0.1 to $0.2 [6] - There is uncertainty regarding future demand due to memory issues, and laptop panel prices may face downward pressure in the first quarter of 2026 [6]