面板价格观察 | 1月预估电视面板价格将全面上涨，笔电面板价格将呈跌势

Group 1 - The core viewpoint of the article indicates that in January 2026, TV panel prices are expected to rise across the board, while monitor panel prices are anticipated to remain stable, and some laptop panel prices are projected to decrease [3][6][7] - The demand for TV panels is expected to remain stable due to strong purchasing momentum from certain TV brands, allowing panel manufacturers to maintain high utilization rates [3][6] - It is predicted that the prices of 32-inch, 43-inch, 55-inch, and 65-inch TV panels will increase by $1 each in January [3][6] Group 2 - For monitor panels, despite a generally weak market demand, mainstream panel prices are expected to remain stable in January [6][12] - The article suggests that starting from the first quarter, TV panel prices will enter a rising cycle, which may also stimulate demand for LCD monitor panels [6][12] - The potential impact of production cuts in February could further influence the prices of LCD monitor panels, making it a key focus for the next one to two months [6][12] Group 3 - In January, the demand for laptop panels is expected to weaken, with some brands having overstocked in the previous quarter, leading to a slowdown in demand momentum [7][12] - The article notes that due to shortages and significant price increases in memory components, brand clients are likely to enhance their bargaining power regarding other major components, putting downward pressure on laptop panel prices [7][12] - It is anticipated that laptop panel prices will show a downward trend in January, with IPS models expected to decrease by $0.2, while TN models are projected to remain stable [7][12]