Core Viewpoint - The panel prices for TVs, monitors, and laptops remained stable in August 2025, according to TrendForce's latest report [2][5]. TV Panel Prices - The average price for a 65-inch TV panel was $173, with a minimum of $167 and a maximum of $176 [7]. - The average price for a 55-inch TV panel was $124, with a minimum of $118 and a maximum of $127 [7]. - The average price for a 43-inch TV panel was $64, with a minimum of $62 and a maximum of $65 [7]. - The average price for a 32-inch TV panel was $35, with a minimum of $34 and a maximum of $36 [7]. Monitor Panel Prices - The average price for a 27-inch IPS monitor panel was $63, with a minimum of $57.6 and a maximum of $65.8 [9]. - The average price for a 23.8-inch IPS monitor panel was $49.9, with a minimum of $47.1 and a maximum of $51.4 [10]. Laptop Panel Prices - The average price for a 17.3-inch TN laptop panel remained stable at $38.3, with a minimum of $37.7 and a maximum of $39.8 [12]. - The average price for a 15.6-inch Value IPS laptop panel was $40.3, consistent with the previous month, with a minimum of $38.6 and a maximum of $41.9 [12]. - The average price for a 14.0-inch TN laptop panel was stable at $26.9, with a minimum of $26.4 and a maximum of $28.1 [12]. - The average price for an 11.6-inch TN laptop panel remained at $25.1, with a minimum of $24.2 and a maximum of $26.5 [12].

Group 1: Core Insights - The overall trend for TV panel prices continues to decline due to weak demand, with brands adjusting orders to manage inventory and leverage negotiation power [2] - For July, the expected price drops for TV panels are $1 for 32-inch and 43-inch, $2 for 50-inch and 55-inch, and $3 for 65-inch and 75-inch [2] - The demand for monitor panels has slowed, leading to a stable price trend for July, despite some minor supply shortages for specific sizes [3] Group 2: Market Segments - The demand for laptop panels is expected to improve in July and August, but manufacturers are cautious about raising prices, opting instead for discounts to maintain customer relationships [4][5] - Overall, laptop panel prices are anticipated to remain stable, although competition among manufacturers for customer orders continues through various discount strategies [5]

Core Viewpoint - The report indicates a decline in television panel prices in July 2025, while prices for monitor and laptop panels remain stable [1]. Group 1: Television Panels - The average price for a 65-inch television panel is $173, down by $3 from the previous month, a decrease of 1.7%. The lowest price recorded is $167, and the highest is $177 [3]. - The average price for a 55-inch television panel is $124, down by $2 from the previous month, a decrease of 1.6%. The lowest price is $118, and the highest is $127 [3]. - The average price for a 43-inch television panel is $64, down by $1 from the previous month, a decrease of 1.5%. The lowest price is $62, and the highest is $65 [4]. - The average price for a 32-inch television panel is $35, down by $1 from the previous month, a decrease of 2.8%. The lowest price is $34, and the highest is $36 [4]. Group 2: Monitor Panels - Monitor panel prices remained stable in July 2025 [5]. - The average price for a 27-inch IPS panel is $63, with a lowest price of $57.6 and a highest price of $65.8 [6]. - The average price for a 23.8-inch IPS panel is $49.9, with a lowest price of $47.1 and a highest price of $51.4 [7]. Group 3: Laptop Panels - Prices for laptop panels across various sizes remained unchanged in July 2025 [8]. - The average price for a 17.3-inch TN panel is $38.3, with a lowest price of $37.7 and a highest price of $39.8 [8]. - The average price for a 15.6-inch Value IPS panel is $40.3, remaining the same as the previous month, with a lowest price of $38.6 and a highest price of $41.9 [9]. - The average price for a 14.0-inch TN panel is $26.9, with a lowest price of $26.4 and a highest price of $28.1 [9]. - The average price for an 11.6-inch TN panel is $25.1, with a lowest price of $24.2 and a highest price of $26.5 [9].

Group 1: Core Insights - The overall demand for TV panels remains weak, leading brands to adjust their procurement orders for Q3 while managing inventory and negotiating prices with panel manufacturers [2] - In July, the price forecast for TV panels indicates a decline of $1 for 32-inch and 43-inch panels, and a decline of $2 for 50-inch, 55-inch, 65-inch, and 75-inch panels [2] - The demand for monitor panels is also showing signs of slowdown, with most panel prices stabilizing, influenced by the declining prices of TV panels [3] Group 2: Specific Panel Insights - For laptop panels, there is a slight increase in demand as some brand clients become more optimistic, leading to more aggressive negotiations for price discounts [4] - Despite the positive outlook for laptop panel demand, the overall price trend is expected to remain stable, depending on negotiations between brand clients and manufacturers [5]

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].

根据TrendForce集邦咨询旗下显示器研究中心《TrendForce2025面板价格预测月度报告》最新调研数据，2025年5 月，电视面板价格与笔电面板价格继续保持稳定，显示器面板价格小涨。 | 应用别 | 尺寸 | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | ARE | 를 | म्येश | 与前月差异(%) | | | 电视 | ee .. 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 | રવ | 67 | રેર | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 35.0 | 37.0 | 36.0 | 0.0 | 0.0% | ...

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 | ...