| ギリ・天儿/ | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 应用别 | 尺寸 | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | | | | | 作 | 글 | 均价 | 与前月差异(%) | | | 电视 | 65" M | 3840x2160 | Open-Cell | 167 | 176 | 173 | 0.0 | 0.0% | | | 55" W | 3840x2160 | Open-Cell | 118 | 127 | 124 | 0.0 | 0.0% | | | 43" W | 1920x1080 | Open-Cell | 62 | ୧୧ | 64 | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 34.0 | 36.0 | 35.0 | 0.0 | 0.0% | | | | | | | | | 1 | | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 | 65.8 | 63. ...

Core Viewpoint - The panel prices for televisions, monitors, and laptops are expected to remain stable in September 2025, with no significant changes observed in the market dynamics [5][7][9]. Group 1: Television Panel Prices - Television panel prices for various sizes, including 65" and 55", have remained unchanged at $173 and $124 respectively, indicating a stable pricing environment [4]. - The overall demand for television panels has strengthened due to brand clients preparing for year-end promotions and increased stocking by agents [5][7]. Group 2: Monitor Panel Prices - Monitor panel demand has shown slight signs of slowing down, primarily due to some manufacturers reducing production of mainstream sizes that are currently unprofitable [8]. - Despite a tight supply situation for FHD mainstream sizes, brand clients are unwilling to compromise on prices, leading to a consensus on maintaining price stability [8]. Group 3: Laptop Panel Prices - Laptop panel demand remains strong, with an expected quarter-on-quarter increase of 5.1% in the third quarter [9]. - Brand clients are focusing on securing panel quantities while ignoring potential tariff impacts, aiming to capture more end-user demand before year-end [9]. - Although there is a competitive environment among panel manufacturers, they are hesitant to raise prices due to anticipated demand declines in the fourth quarter [9].

Core Viewpoint - The panel prices for TVs, monitors, and laptops are expected to remain stable as of September 2025, aligning with earlier forecasts by TrendForce [2]. TV Panel Prices - The average price for a 65-inch TV panel is $173, with a minimum price of $167 and a maximum of $176 [5]. - The average price for a 55-inch TV panel is $124, with a minimum price of $118 and a maximum of $127 [7]. - The average price for a 43-inch TV panel is $64, with a minimum price of $62 and a maximum of $66 [8]. - The average price for a 32-inch TV panel is $35, with a minimum price of $34 and a maximum of $36 [8]. Monitor Panel Prices - The average price for a 27-inch IPS monitor panel is $63, with a minimum price of $57.6 and a maximum of $65.8 [10]. - The average price for a 23.8-inch IPS monitor panel is $49.9, with a minimum price of $47.1 and a maximum of $51.4 [11]. Laptop Panel Prices - The average price for a 17.3-inch TN laptop panel has remained stable at $38.3, with a minimum price of $37.7 and a maximum of $39.8 [13]. - The average price for a 15.6-inch Value IPS laptop panel is expected to be $40.3, consistent with the previous month, with a minimum price of $38.6 and a maximum of $41.9 [13]. - The average price for a 14.0-inch TN laptop panel has stabilized at $26.9, with a minimum price of $26.4 and a maximum of $28.1 [13]. - The average price for an 11.6-inch TN laptop panel has remained stable at $25.1, with a minimum price of $24.2 and a maximum of $26.5 [13].

Core Viewpoint - TrendForce's latest panel price forecast for September indicates that prices for TV, monitor, and laptop panels remain stable [2][6]. TV Panels - As of September, TV brands are preparing for the year-end promotional season, which has led to stable procurement momentum for TV panels. Panel manufacturers have adopted a more proactive attitude towards production and shipment, alleviating the price decline pressure observed since the second quarter [5][6]. - The expected price trend for TV panels in September is anticipated to remain flat across the board [6]. Monitor Panels - Since entering the third quarter, demand for monitor panels has shown signs of weakness. However, due to most mainstream sizes being in a loss-making state, panel manufacturers have reduced production willingness, leading to a tight supply of mainstream FHD models. This has resulted in a unique situation where monitor panel prices are not easily rising despite the tight supply [8]. - The expectation for September is that monitor panel prices will continue to remain stable [8]. Laptop Panels - Demand for laptop panels has maintained a strong trend in the third quarter. Brand clients are actively placing orders to secure favorable pricing from panel manufacturers amid ongoing competition for customer orders [9]. - Despite strong demand, the competitive pressure has made it difficult for manufacturers to raise prices, leading to an expectation that laptop panel prices will also remain stable in September [9].

Core Viewpoint - According to TrendForce's latest report, the prices of TV, monitor, and laptop panels are expected to remain stable in August 2025 [1]. Panel Price Summary - TV panel prices have stabilized, with the average price for a 65-inch panel at $173, ranging from a low of $167 to a high of $176 [4]. - The average price for a 55-inch TV panel is $124, with a minimum of $118 and a maximum of $127 [5]. - For a 43-inch TV panel, the average price is $64, with a low of $62 and a high of $65. The 32-inch panel averages $35, with a minimum of $34 and a maximum of $36 [6]. Monitor Price Summary - Monitor panel prices remained unchanged, with a 27-inch IPS panel averaging $63, ranging from $57.6 to $65.8 [7]. - The average price for a 23.8-inch IPS panel is $49.9, with a minimum of $47.1 and a maximum of $51.4 [7]. Laptop Panel Price Summary - Laptop panel prices have also remained stable, with the average price for a 17.3-inch TN panel at $38.3, ranging from $37.7 to $39.8 [8]. - The 15.6-inch Value IPS panel is expected to maintain an average price of $40.3, with a minimum of $38.6 and a maximum of $41.9 [8]. - The average price for a 14.0-inch TN panel is stable at $26.9, with a low of $26.4 and a high of $28.1. The 11.6-inch TN panel averages $25.1, with a minimum of $24.2 and a maximum of $26.5 [9].

Core Viewpoint - The panel prices for TVs, monitors, and laptops remained stable in August 2025, according to TrendForce's latest report [2][5]. TV Panel Prices - The average price for a 65-inch TV panel was $173, with a minimum of $167 and a maximum of $176 [7]. - The average price for a 55-inch TV panel was $124, with a minimum of $118 and a maximum of $127 [7]. - The average price for a 43-inch TV panel was $64, with a minimum of $62 and a maximum of $65 [7]. - The average price for a 32-inch TV panel was $35, with a minimum of $34 and a maximum of $36 [7]. Monitor Panel Prices - The average price for a 27-inch IPS monitor panel was $63, with a minimum of $57.6 and a maximum of $65.8 [9]. - The average price for a 23.8-inch IPS monitor panel was $49.9, with a minimum of $47.1 and a maximum of $51.4 [10]. Laptop Panel Prices - The average price for a 17.3-inch TN laptop panel remained stable at $38.3, with a minimum of $37.7 and a maximum of $39.8 [12]. - The average price for a 15.6-inch Value IPS laptop panel was $40.3, consistent with the previous month, with a minimum of $38.6 and a maximum of $41.9 [12]. - The average price for a 14.0-inch TN laptop panel was stable at $26.9, with a minimum of $26.4 and a maximum of $28.1 [12]. - The average price for an 11.6-inch TN laptop panel remained at $25.1, with a minimum of $24.2 and a maximum of $26.5 [12].

Group 1: Core Insights - The overall trend for TV panel prices continues to decline due to weak demand, with brands adjusting orders to manage inventory and leverage negotiation power [2] - For July, the expected price drops for TV panels are $1 for 32-inch and 43-inch, $2 for 50-inch and 55-inch, and $3 for 65-inch and 75-inch [2] - The demand for monitor panels has slowed, leading to a stable price trend for July, despite some minor supply shortages for specific sizes [3] Group 2: Market Segments - The demand for laptop panels is expected to improve in July and August, but manufacturers are cautious about raising prices, opting instead for discounts to maintain customer relationships [4][5] - Overall, laptop panel prices are anticipated to remain stable, although competition among manufacturers for customer orders continues through various discount strategies [5]

Core Viewpoint - The report indicates a decline in television panel prices in July 2025, while prices for monitor and laptop panels remain stable [1]. Group 1: Television Panels - The average price for a 65-inch television panel is $173, down by $3 from the previous month, a decrease of 1.7%. The lowest price recorded is $167, and the highest is $177 [3]. - The average price for a 55-inch television panel is $124, down by $2 from the previous month, a decrease of 1.6%. The lowest price is $118, and the highest is $127 [3]. - The average price for a 43-inch television panel is $64, down by $1 from the previous month, a decrease of 1.5%. The lowest price is $62, and the highest is $65 [4]. - The average price for a 32-inch television panel is $35, down by $1 from the previous month, a decrease of 2.8%. The lowest price is $34, and the highest is $36 [4]. Group 2: Monitor Panels - Monitor panel prices remained stable in July 2025 [5]. - The average price for a 27-inch IPS panel is $63, with a lowest price of $57.6 and a highest price of $65.8 [6]. - The average price for a 23.8-inch IPS panel is $49.9, with a lowest price of $47.1 and a highest price of $51.4 [7]. Group 3: Laptop Panels - Prices for laptop panels across various sizes remained unchanged in July 2025 [8]. - The average price for a 17.3-inch TN panel is $38.3, with a lowest price of $37.7 and a highest price of $39.8 [8]. - The average price for a 15.6-inch Value IPS panel is $40.3, remaining the same as the previous month, with a lowest price of $38.6 and a highest price of $41.9 [9]. - The average price for a 14.0-inch TN panel is $26.9, with a lowest price of $26.4 and a highest price of $28.1 [9]. - The average price for an 11.6-inch TN panel is $25.1, with a lowest price of $24.2 and a highest price of $26.5 [9].

Group 1: Core Insights - The overall demand for TV panels remains weak, leading brands to adjust their procurement orders for Q3 while managing inventory and negotiating prices with panel manufacturers [2] - In July, the price forecast for TV panels indicates a decline of $1 for 32-inch and 43-inch panels, and a decline of $2 for 50-inch, 55-inch, 65-inch, and 75-inch panels [2] - The demand for monitor panels is also showing signs of slowdown, with most panel prices stabilizing, influenced by the declining prices of TV panels [3] Group 2: Specific Panel Insights - For laptop panels, there is a slight increase in demand as some brand clients become more optimistic, leading to more aggressive negotiations for price discounts [4] - Despite the positive outlook for laptop panel demand, the overall price trend is expected to remain stable, depending on negotiations between brand clients and manufacturers [5]

Core Viewpoint - The panel prices for TVs, monitors, and laptops are expected to remain stable in June, despite pressures from inventory levels and demand fluctuations [1]. TV Panels - Demand for TV panels is weakening as brand clients have been increasing inventory since Q1, leading to a more flexible procurement strategy to negotiate prices with panel manufacturers [2]. - Panel manufacturers are attempting to maintain supply-demand balance through capacity adjustments, but some may still offer price concessions to stabilize client relationships [2]. - The expectation for June is that TV panel prices will remain flat, although there is a possibility of slight declines in certain sizes due to ongoing buyer pressure [2]. Monitor Panels - Following tariff issues, brand clients maintained an aggressive stocking attitude, but this has begun to slow down in June as inventory levels rise [3]. - The weakening demand for TV panels is also impacting monitor panel prices, leading to a more conservative outlook among manufacturers regarding price increases [3]. - The expectation for June is that monitor panel prices will shift to a stable stance across the board [3]. Laptop Panels - Demand for laptop panels is expected to remain stable in Q2, although brand clients have adopted a more cautious approach due to previous pessimism about the second half of the year [4]. - Recent optimism regarding demand for Q3 has improved visibility compared to early April when tariffs were first announced [4]. - Despite this, manufacturers are cautious about future demand changes and are not inclined to raise prices, instead offering discounts to maintain key customer relationships [5]. - The expectation for June is that laptop panel prices will also remain stable [5].