近日，研调机构集邦科技（TrendForce）在报告指出，随着主要面板厂持续调控产能，产能利用率下降使得供给持续紧缩，2月电视面板价格将全面走扬， 显示器面板也因急单而有涨价可能。 法人看好，面板价格续扬，将助益友达、群创本季传统淡季运营。 | 品項 | 價格預估 | | --- | --- | | 電視 | ● 報價全面續漲 | | | ● 32吋、43吋與50吋調漲1美元；55吋、65吋與75吋漲 | | 監視 | ● FHD Open Cell面板23.8吋漲0.3美元,27吋漲0.1美元 | | 器直 | • 23.8吋FHD面板模組有望漲0.2美元 | | 板 | | | 華霊 | • TN機種下跌0.1美元 | | 面板 | • IPS機種下跌0.2美元 | 集邦研究副总范博毓表示，2月电视面板需求仍维持相对较稳定水平，由于面板厂明确表达将在农历春节期间进行五至起天不等的产能调控，使得平均产能 利用率约较元月下降10%，可望支撑供需维持在较平衡状态，也有助于电视面板价格上扬。 集邦预估，2月电视面板价格有望全面上涨，32英寸、43英寸与50英寸预估涨1美元; 55英寸、65英寸与75英寸估涨2美元 ...

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].