2月电视面板价格预计将全面上涨

Core Viewpoint - In February, TV panel prices are expected to rise across the board, while laptop panel prices are anticipated to continue their downward trend [1][4][7]. Group 1: TV Panels - Demand for TV panels remains relatively stable in February, supported by panel manufacturers adjusting production capacity during the Lunar New Year, leading to an expected average utilization rate decrease of about 10% compared to January [4]. - It is projected that TV panel prices will see a comprehensive upward trend, with 32-inch, 43-inch, and 50-inch panels expected to increase by $1, and 55-inch, 65-inch, and 75-inch panels expected to rise by $2 [4]. Group 2: Monitor Panels - With the increase in TV panel prices and better-than-expected demand for monitor panels, brands are placing urgent orders, prompting manufacturers to consider raising monitor panel prices [5]. - The 23.8-inch FHD Open Cell panel is expected to increase by $0.3, while the 27-inch FHD Open Cell panel is projected to rise by $0.1 in February [6]. Group 3: Laptop Panels - Due to tight supply and rising prices of memory and other semiconductor components, laptop brands are stockpiling panels, but they are still pushing for lower prices [7]. - Consequently, laptop panel prices are expected to decline across all sizes in February, with TN models projected to decrease by $0.1 and IPS models expected to drop by $0.2 [7].