面板价格走势

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面板价格观察 | 3月电视面板与显示器面板价格预期上涨
TrendForce集邦· 2025-03-06 07:31
Core Viewpoint - TrendForce predicts that TV panel prices will rise in March 2025, while notebook panel prices are expected to remain stable. The demand for TV panels is stable but influenced by factors such as tariffs, leading to potential adjustments in orders if terminal demand changes [2]. Group 1: TV Panels - The demand for TV panels remains stable, but there are concerns regarding tariffs and potential changes in terminal demand, which could lead to order adjustments [2]. - The Chinese "trade-in" policy continues to stimulate demand, with expectations for price increases in March: 32-inch panels are expected to rise by $0.5, 43-inch by $1, 55-inch and 65-inch by $1, and 75-inch by $2 [2]. Group 2: Monitor Panels - Monitor panel prices are expected to rise in March due to the ongoing increase in TV panel prices and manufacturers' preparations. However, uncertainties in market demand due to tariffs may lead to significant differences in expectations between manufacturers and clients [4]. - Open Cell monitor panels are projected to increase by $0.1 to $0.2, with specific increases for 21.5-inch FHD by $0.1 to $0.2, 23.8-inch FHD by $0.2 to $0.3, and 27-inch FHD by $0.1 [4]. Group 3: Notebook Panels - The demand for notebook panels is stable, with brands that have completed their layouts less affected by tariff issues. Brands that have not yet established their layouts are accelerating adjustments and preparing inventory [5]. - Manufacturers are focusing on maintaining relationships with clients and securing orders, adopting a wait-and-see approach amid market uncertainties. As both buyers and sellers are cautious, notebook panel prices are expected to remain stable in March [5].