Group 1: Core Insights - TrendForce forecasts that TV and monitor panel prices will remain stable compared to the previous month, while laptop panel prices are expected to see a slight decline [2][3][4]. Group 2: TV Panel Insights - As the fourth quarter approaches, demand for TV panels is expected to gradually slow down due to the end of year-end promotional stocking [4]. - Panel manufacturers plan to adjust production capacity during the National Day holiday, with average utilization rates expected to drop below 80% in October [4]. - The price trend for TV panels in sizes ranging from 32 inches to 75 inches is anticipated to remain stable [5]. Group 3: Monitor Panel Insights - Demand for monitor panels is projected to decrease by 9% compared to September, leading to a consensus between buyers and sellers to maintain stable prices [8]. - Despite the weak demand, manufacturers are reluctant to lower prices due to ongoing losses in mainstream specifications like FHD [8]. Group 4: Laptop Panel Insights - The demand for laptop panels is also expected to weaken in October, with brands increasingly pushing for price reductions [9]. - Manufacturers are likely to comply with brand requests to lower prices during the off-peak season, with entry-level TN models expected to maintain stable prices while other IPS models may see a price drop of $0.1 [9].

Core Viewpoint - In March 2025, the prices of TV and monitor panels have increased, while laptop panel prices remain stable. The demand for TV panels is showing signs of weakening, particularly in the North American market, leading to discussions among panel manufacturers about potential capacity adjustments to maintain supply-demand stability [2][4]. Group 1: TV Panels - The demand for TV panels is currently stable, but there are signs of weakening demand in the North American market following the Super Bowl sales. This is compounded by uncertainties regarding tariffs, which may lead to more conservative consumer behavior [2]. - In March, the price trends for TV panels indicate a slight increase, with 32-inch panels expected to rise by $0.5, 43-inch panels by $1, while 50-inch panels remain flat, and 55-inch, 65-inch, and 75-inch panels also increase by $1 [2]. Group 2: Monitor Panels - The demand for monitor panels has been strong in the first quarter, leading to a continued upward trend in prices. However, brand clients express concerns about future demand and tariff impacts, resulting in a gap in price acceptance between manufacturers and clients [4]. - For March, the estimated price increase for Open Cell monitor panels is between $0.2 to $0.3, with specific increases for 21.5-inch FHD panels expected to rise by $0.2, 23.8-inch FHD panels by $0.2 to $0.3, and 27-inch FHD panels by $0.1 to $0.2 [4]. Group 3: Laptop Panels - The demand for laptop panels has been relatively weak in the first quarter, with brand clients considering the uncertainty of future demand, which may lead to continued downward adjustments in panel demand. Consequently, most manufacturers prioritize maintaining market share and customer relationships, resulting in a stable pricing outlook for March [5].