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面板价格下调
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11月电视面板价格或将全面下调
WitsView睿智显示· 2025-11-06 07:28
Core Viewpoint - TrendForce predicts a comprehensive price adjustment for TV panels in November, while monitor panel prices remain stable, and slight decreases are expected for some laptop panels [1][4][5][6]. Group 1: TV Panels - Demand for TV panels in November shows only a slight decline, with some brands still willing to increase orders. Panel manufacturers are making minor adjustments to production rates while remaining flexible to brand demands [4]. - Price forecasts for November indicate a decrease of $1 for 32-inch and 43-inch panels, $2 for 50-inch and 55-inch panels, and $3 for 65-inch and 75-inch panels [4]. Group 2: Monitor Panels - Demand for monitor panels has significantly weakened entering the fourth quarter, but manufacturers are reluctant to make substantial price concessions, leading to continued losses. As a result, the consensus is to maintain stable prices for most mainstream sizes [5]. - The only exception is the 23.8-inch VA Open Cell panel, which is expected to decrease by $0.1 due to slightly loosened supply [5]. Group 3: Laptop Panels - Despite entering the traditional off-season, demand for laptop panels is slightly stronger than expected, with some brand clients willing to increase purchase volumes. Manufacturers are adopting a lower bargaining stance to maintain customer relationships [6]. - Price expectations for November indicate that TN panel prices will remain stable, while IPS panel prices are anticipated to decrease by $0.1 [6].