面板价格观察 | 1月电视面板涨价，显示器、笔电面板需求呈转强趋势

Core Viewpoint - In January 2026, TV panel prices are expected to rise, while monitor panel prices remain stable and laptop panel prices are projected to decline due to various market dynamics [3][5][6]. Group 1: TV Panel Market - Despite being a traditional off-season, TV panel demand remains strong as major brands are actively stocking up to gain market share, leading to a balanced supply-demand situation [3][5]. - January is expected to see price increases for various TV panel sizes, including a $1 increase for 32-inch, 43-inch, 55-inch, and 65-inch panels [3][5]. - Panel manufacturers plan to reduce production in February, which supports the upward price trend for TV panels in the first quarter [3][5]. Group 2: Monitor Panel Market - The demand for LCD monitor panels has shown signs of improvement, with some brands proactively stocking up to mitigate rising procurement costs [5]. - Open Cell panels are anticipated to reflect price increases first, with mainstream sizes like 23.8-inch IPS and 27-inch IPS expected to rise by $0.1 to $0.2 [5][6]. - Overall, the price of LCD monitor panel modules is expected to remain stable [5]. Group 3: Laptop Panel Market - In January, despite being a traditional off-season for laptop demand, brand clients are increasing their orders due to rising component prices, aiming to maximize output before prices rise further [6]. - Laptop panel prices are expected to continue their downward trend, with TN models projected to decrease by $0.1 and IPS models by $0.2 [6].