Core Viewpoint - In January 2026, TV panel prices are expected to rise, monitor panel prices remain stable, and laptop panel prices are projected to decline due to various market dynamics [1][3][6]. TV Panels - Despite the impact of rising memory and component prices, major TV brands are actively increasing inventory to gain market share, leading to a balanced supply-demand situation for TV panels [3]. - January is expected to see a price increase for TV panels, with specific sizes like 32-inch, 43-inch, 55-inch, and 65-inch projected to rise by $1 [3]. Monitor Panels - In January, although it is traditionally a slow season for LCD monitor panels, some brands are preemptively increasing orders to avoid higher future procurement costs due to ongoing price increases in components [4]. - The demand for LCD monitor panels is showing signs of improvement, with expectations for price increases in Open Cell panels, particularly for mainstream sizes like 23.8-inch IPS and 27-inch IPS, which are anticipated to rise by $0.1 to $0.2 [5]. Laptop Panels - January is typically a slow season for laptop demand, but rising memory prices are prompting brands to stock up on laptop panels to maximize shipments while they still have component inventory [6]. - Despite the increased demand, panel manufacturers are softening their pricing stance due to customer relationships and uncertainty in demand for the second quarter, with TN models expected to decrease by $0.1 and IPS models by $0.2 [6].
涨幅最高达2.9%,1月电视面板开始涨价了
WitsView睿智显示·2026-01-21 06:27