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].

| 应用别 | R4 | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 促 | 를 | 均价 | 与前月差异(%) | | | 电视 | es "M | 3840x2160 | Open-Cell | 173 | 182 | 177 | 0.0 | 0.0% | | | SE. M | 3840x2160 | Open-Cell | 122 | 130 | 127 | 0.0 | 0.0% | | | 43"W | 1920x1080 | Open-Cell | 64 | 67 | રેસ | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 35.0 | 37.0 | 36.0 | 0.0 | 0.0% | | | | | | | | | 1 | | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 | 65.8 | 63.0 | 0.1 | 0.2% | | | 23.8"W ...

Core Viewpoint - The latest report from TrendForce indicates that TV panel prices and laptop panel prices remained stable in May 2025, while monitor panel prices experienced a slight increase [1][4][5]. Group 1: TV Panel Prices - In May, the average price of a 65-inch TV panel was $177, with a minimum price of $173 and a maximum price of $182 [4]. - The average price for a 55-inch TV panel was $127, with a minimum of $122 and a maximum of $130 [4]. - The average price for a 43-inch TV panel was $66, with a minimum of $64 and a maximum of $67 [4]. - The average price for a 32-inch TV panel was $36, with a minimum of $35 and a maximum of $37 [4]. Group 2: Monitor Panel Prices - In May, the average price of a 27-inch IPS monitor panel was $63, reflecting an increase of $0.1 or 0.2% from the previous month, with a minimum of $57.6 and a maximum of $65.8 [5]. - The average price for a 23.8-inch IPS monitor panel was $49.9, showing an increase of $0.2 or 0.4% from the previous month, with a minimum of $47.1 and a maximum of $51.4 [5]. Group 3: Laptop Panel Prices - In May, the prices of laptop panels remained unchanged from the previous month [6]. - The average price for a 17.3-inch TN panel was stable at $38.3, with a minimum of $37.7 and a maximum of $39.8 [6]. - The average price for a 15.6-inch Value IPS panel was $40.3, consistent with the previous month, with a minimum of $38.6 and a maximum of $41.9 [6]. - The average price for a 14.0-inch TN panel was stable at $26.9, with a minimum of $26.4 and a maximum of $28.1 [6]. - The average price for an 11.6-inch TN panel was stable at $25.1, with a minimum of $24.2 and a maximum of $26.5 [6].

Group 1: Core Views - The overall expectation for May is that TV panel prices will remain stable across the board [3] - Demand for TV panels is showing a weakening trend, prompting some brand clients to request more price concessions from panel manufacturers [2] - Panel manufacturers are aware of the weakening demand and have initiated production cuts, estimating a reduction in average industry utilization rates by approximately 6-7% in May compared to April [2] Group 2: Monitor Panels - Demand for monitor panels remains strong due to the ongoing tariff issues, allowing for potential price increases [4] - However, the weakening demand for TV panels may impact the price increase momentum for monitor panels, with expected price increases starting to converge [4] - Open Cell panels are projected to increase by $0.2 in May, while 21.5-inch and 27-inch panels are expected to rise by $0.1, and 23.8-inch panels, due to strong demand, are expected to increase by $0.2 [4] Group 3: Laptop Panels - Despite the ongoing tariff issues, the demand for laptop panels has not surged significantly, maintaining a normal pace [5] - Panel manufacturers are concerned about a potential drop in demand after the tariff exemption period, leading to a more aggressive approach in securing customer orders [5] - The price trend for laptop panels in May is expected to remain stable, with manufacturers negotiating more flexible pricing strategies to secure orders [5]

发表日期: 2025.04.21 (单位:美元/片) TrendForce | 应用别 | 尺寸 | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | TEE | 를 | म्येश | 与前月差异(%) | | | 电视 | ee .. M | 3840x2160 | Open-Cell | 173 | 182 | 177 | 0.0 | 0.0% | | | ER .. M | 3840x2160 | Open-Cell | 122 | 130 | 127 | 0.0 | 0.0% | | | 43"W | 1920x1080 | Open-Cell | 64 | 67 | 66 | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 35.0 | 37.0 | 36.0 | 0.0 | 0.0% | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.5 | 65.6 | 62.9 | ...