2月23日， TrendForce集邦咨询发布 本月 面板价格。具体来看： 2 月电视 、显示器面板价格 上涨 ，笔电面板 价格全面下跌 。 | (单位:美元/片) | | | | | | | II CHUF VI GE | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 应用别 | ਮਿਕੇ | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | | | | | 化 | 高 | म्येस | 与前月差异(%) | | | 电视 | ୧୧...W | 3840x2160 | Open-Cell | ।୧୧ | 175 | 172 | 3.0 | 1.8% | | | 22"W | 3840x2160 | Open-Cell | 117 | 127 | 124 | 2.0 | 1.6% | | | 43"W | 1920x1080 | Open-Cell | ୧3 | 67 | ୧୧ | 1.0 | 1.6% | | | 32"W | 1366x768 | Open-Cell | 35.0 | 37.0 | 36.0 | 1 ...

Core Viewpoint - The report from TrendForce indicates that due to capacity adjustments by major panel manufacturers, the supply of panels is tightening, leading to an expected increase in TV panel prices in February, with potential price hikes for monitor panels as well [1][4]. Group 1: TV Panel Price Forecast - TV panel prices are expected to rise across the board in February, with specific increases of $1 for 32-inch, 43-inch, and 50-inch panels, and $2 for 55-inch, 65-inch, and 75-inch panels [3][4]. - The average capacity utilization rate is projected to decrease by 10% compared to January, supporting a balanced supply-demand situation and contributing to the price increase [4]. Group 2: Monitor Panel Price Forecast - Demand for monitor panels is better than expected, with manufacturers planning to raise prices due to urgent orders from brand clients [4]. - The 23.8-inch FHD Open Cell panel is expected to increase by $0.3, while the 27-inch FHD Open Cell panel is projected to rise by $0.1 [4]. Group 3: Notebook Panel Price Trends - In contrast to TV and monitor panels, notebook panel prices are anticipated to decline in February, with TN models expected to drop by $0.1 and IPS models by $0.2 [5]. - Manufacturers are softening their pricing stance to maintain relationships with notebook brand clients amid tight supply and rising costs of other semiconductor components [5].

Core Viewpoint - In February, TV panel prices are expected to rise across the board, while laptop panel prices are anticipated to continue their downward trend [1][4][7]. Group 1: TV Panels - Demand for TV panels remains relatively stable in February, supported by panel manufacturers adjusting production capacity during the Lunar New Year, leading to an expected average utilization rate decrease of about 10% compared to January [4]. - It is projected that TV panel prices will see a comprehensive upward trend, with 32-inch, 43-inch, and 50-inch panels expected to increase by $1, and 55-inch, 65-inch, and 75-inch panels expected to rise by $2 [4]. Group 2: Monitor Panels - With the increase in TV panel prices and better-than-expected demand for monitor panels, brands are placing urgent orders, prompting manufacturers to consider raising monitor panel prices [5]. - The 23.8-inch FHD Open Cell panel is expected to increase by $0.3, while the 27-inch FHD Open Cell panel is projected to rise by $0.1 in February [6]. Group 3: Laptop Panels - Due to tight supply and rising prices of memory and other semiconductor components, laptop brands are stockpiling panels, but they are still pushing for lower prices [7]. - Consequently, laptop panel prices are expected to decline across all sizes in February, with TN models projected to decrease by $0.1 and IPS models expected to drop by $0.2 [7].