减产规划预定，电视面板价格开年就涨？

Core Viewpoint - In January 2026, TV panel prices are expected to rise, while monitor panel prices are projected to remain stable, and laptop panel prices are anticipated to continue their downward trend [1][4][6]. Group 1: TV Panels - Demand for TV panels remains strong as some brands continue to purchase actively, supporting stable demand and allowing manufacturers to maintain high utilization rates [4]. - Due to the upcoming Lunar New Year in February, manufacturers are planning production cuts, which may shift demand to adjacent months, leading to a stable supply-demand balance [4]. - It is expected that TV panel prices will increase by $1 across all sizes, including 32-inch, 43-inch, 55-inch, and 65-inch models [5]. Group 2: Monitor Panels - The demand for LCD monitor panels is currently in a seasonal downturn; however, manufacturers are committed to maintaining stable prices despite weaker demand [6]. - It is anticipated that monitor panel prices will remain flat in January [6]. Group 3: Laptop Panels - Laptop panel demand is expected to weaken in January, as some brands had previously stocked up in the last quarter, leading to reduced demand momentum [8]. - The impact of memory shortages and significant price increases is expected to pressure brands to negotiate lower prices for other key components, affecting laptop panel pricing [8]. - Laptop panel prices are projected to decline, with IPS models expected to drop by $0.2, while TN models are anticipated to remain stable [8].