| 应用别 | 尺寸 | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 低 | 高 | म्त्रीश | 与前月差异(%) | | | 电视 | 65"W | 3840x2160 | Open-Cell | 173 | 182 | 177 | 0.0 | 0.0% | | | રેર "W | 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 | 0.2 | 0.3% | | | 23.8"W (IPS) | 19 ...

【TrendForce】 4 月7日，TrendForce集邦咨询公布最新面板价格预测。具体来看：电视面板价格与 笔电面板价格 预期持平，显示器面板价格则延 续上涨趋势。 电视面板 TrendForce研究副总范博毓指出，显示器面板在4月份仍维持3月份动能，面板价格延续上涨趋势，面板厂仍希望透过这一波的需求增强，持续改善 亏损的状况。 不过4月2日对等关税措施宣布后，部分品牌客户开始针对整机成品暂停拉货，是否会开始影响到对面板需求与价格的趋势，仍待观察。 以4月份的显示器面板价格来看，Open Cell面板预计上涨0.3美元，面板模组中，21.5吋FHD预计上涨0.2美元，23.8吋FHD预计上涨0.3美元，27吋 FHD预计上涨0.2美元。 笔电面板 笔电面板在4月份后，因为对等关税措施实施后，品牌客户对后续展望混沌不明状况下，仅能在4月9日关税生效前加强透过空运出货，但4月9日后 整体需求可能会出现下修的风险，进而影响到对面板的需求。 在后续发展不确定性高之下，面板厂目前对面板价格的想法较偏观望，后续走势仍须看需求变化而定。以4月份的笔电面板价格来看，目前预估仍 维持全面持平态势。 TrendForce研 ...

【TrendForce】 3月20日，TrendForce集邦咨询公布最新面板价格。具体来看：预期需求走弱，电视面板价格涨势收敛；显示器面板有望全面涨 价，且涨幅稍扩大；笔电面板价格仍持平。 电视面板 TrendForce集邦咨询研究副总范博毓表示，3月份电视面板需求目前虽然仍稳定，但以北美终端市场来看，在超级杯销售结束后，2月份起需求就开 始走弱，加上关税的不确定性高，有可能导致消费趋向保守。 国内虽有以旧换新政策的带动，但政策带动的需求已逐渐出现钝化的效应，加上自4Q24至1Q25，品牌客户持续维持高采购动能，导致目前品牌的 终端库存水位都有偏高的趋势，对于第二季面板需求可能下滑的杂音已经出现。 面板厂当然已经意识到这样的风险，因此持续讨论需要执行产能调控的可能时间点与幅度，以希望维持住整体供需状态稳定。 不过就目前观察，在预期需求走弱的态势下，电视面板价格的涨势有开始收敛的迹象。以3月份的电视面板价格走势来看，32吋预估上涨0.5美元。 43吋预估上涨1美元。50吋持平，55吋，65吋与75吋皆上涨1美元。 显示器面板 整体而言，以3月份的显示器面板价格走势来看，Open Cell面板预估上涨0.2~0 ...

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].