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3月手机面板行情:成本与需求双重挤压,手机面板价格延续跌势
CINNO Research· 2026-03-16 10:32
" 进入3月,春节假期效应消退,手机面板市场仍面临严峻挑战。上游存储器及大宗原材料成本高 企与下游终端采购谨慎情绪交织,各技术路线面板价格普遍承压。在"成本高企"与"需求疲软"的 博弈中,买方议价能力显著增强,为争取有限订单,面板厂与模组厂延续"以价换量"策略,整体 价格将继续下探。 " | Size & Resolution | | | Technology | | Touch | Feb.26' | Mar.26'(E) | Differ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 6.5x" LCD | Notch | HD+ | | a-Si | TDDI | $6.2 | $6.1 | -$0.1 | | 6.5x" LCD | Notch | FHD+ | | LTPS | TDDI | $9.2 | $9.1 | -$0.1 | | 6.4x" AMOLED | Notch | FHD+ | | Rigid | On Cell | $15.5 | $15.0 | -$0.5 | | 6.7x" AMOLED | Hole ...