Group 1: Smartphone Panel Market - The smartphone panel market is experiencing weakened demand in the traditional off-season, with prices across all technology routes under downward pressure due to high upstream electronic material costs and brands actively controlling orders to alleviate operational pressure [2][3]. - The a-Si LCD panels are facing a decline in demand in the southern China market, with rising raw material costs pushing up production costs, leading to a slight decrease in cell prices while module prices remain stable [3]. - LTPS LCD panels are under pressure from both high-performance a-Si LCD and mid-to-low-end FOLED, resulting in a slight price reduction to stabilize orders amid cost pressures [4]. - ROLED panels are experiencing increased pressure from brand model transitions and shrinking demand, leading suppliers to offer discounts, resulting in a notable price decline [5]. - FOLED panels are facing a competitive environment with weak demand and rising costs, leading to continued price pressure and a slight decline [6]. Group 2: Tablet Panel Market - The tablet panel market is also in a traditional demand off-season, with strong requests from terminal brands for price reductions amid rising core component costs [7]. - The a-Si LCD panel supply-demand relationship is shifting towards looseness, with prices under pressure and a moderate downward trend expected [7]. - LTPS LCD panels are seeing a price sensitivity increase from mainstream brands seeking cost-effective solutions, leading to slight price reductions to maintain orders [7].

Group 1 - The global display panel market is experiencing significant divergence across different application areas, with the monitor panel market showing signs of price stabilization and recovery, while the notebook panel market continues to face downward pressure [1] - In January, the global monitor panel market exhibited a trend of "overall stability with localized slight increases," driven by structural demand highlights despite being in a traditional off-season [4] - Key factors driving price increases include structural changes on the supply side, such as the contraction of overseas capacity and the competition for high-generation line capacity from TV and mobile products, leading to a tightening supply of monitor panels, particularly IPS panels [5] Group 2 - Sigmaintell forecasts that the prices of monitor panels will remain stable overall in January, with some specifications of open cell panels expected to see a slight price increase [5] - In contrast, the notebook panel market continues to be under pressure, with weak demand being the core issue as most mainstream brands maintain high inventory levels and focus on inventory digestion [5] - The supply side for notebook panels remains relatively loose, leading to intensified price competition among panel manufacturers, as brands exert pressure on suppliers to transfer their own cost pressures [5][6]

Group 1: IT Panel Market Overview - The overall price of IT panels is expected to remain stable in January, with entry-level FHD IPS OC panels likely to see a slight increase [1] - The global display panel market is projected to show a pattern of "overall stability with localized increases" in January [1] - Despite January being a traditional off-season, demand varies significantly among brands due to differences in inventory levels and cost sensitivity [1] Group 2: Demand and Supply Dynamics - Some brands have reduced their display panel inventory to a safe lower range, creating a motivation for restocking, which supports demand [1] - The supply side is facing structural tightness due to overseas capacity contraction and competition from TV and mobile applications for display panel capacity [1] - The concentration of supply among mainstream panel manufacturers is increasing, enhancing their bargaining power amid long-term low profitability and rising upstream material costs [1] Group 3: Specific Panel Price Movements - For 21.5" FHD, the January Open cell & LCM mainstream panel prices are expected to remain flat [1] - For 23.8" FHD, the January IPS Open cell mainstream panel price is projected to increase by $0.2, while the LCM mainstream panel price remains flat [1] - For 27" FHD, the January IPS Open cell mainstream panel price is also expected to rise by $0.2, with the LCM mainstream panel price remaining unchanged [1] Group 4: Notebook Panel Market Trends - The global notebook panel market continues to experience a downward price trend in January [2] - Demand for notebook panels remains weak, with most mainstream brands maintaining inventory levels above the safe range, focusing on inventory management [2] - The supply side remains loose, with notebook panels becoming a key target application for panel manufacturers, leading to increased price competition [2] Group 5: Price Forecasts for Notebook Panels - For low-end HD TN panels, the January mainstream TN LCM average price is expected to remain flat [2] - For IPS FHD & FHD+ products, the January prices for 16:9 and 16:10 mainstream specifications are projected to decrease slightly by $0.2 [2] - Mid-to-high-end specification panel prices continue to show a diverging trend [2]

Group 1: TV Panel Market Outlook - TrendForce forecasts an increase in TV panel prices in January, driven by stronger procurement from TV brands, marking a positive start for 2026 [1] - After two months of price declines and a stabilization in December, the TV panel prices are expected to rise, benefiting manufacturers like AUO and Innolux [1] - The demand for TV panels is anticipated to remain stable due to strong purchasing momentum from certain TV brands, allowing panel manufacturers to maintain high utilization rates [1] Group 2: Price Predictions and Market Dynamics - TrendForce predicts that TV panel prices will increase by $1 across various sizes, including 32-inch, 43-inch, 55-inch, and 65-inch panels in January [1] - Innolux's chairman expressed optimism about the panel price and volume trends, expecting a strong start to 2026, particularly in TV demand [1] - AUO's chairman also anticipates an improvement in market conditions, driven by a replacement wave of old TVs and upcoming major events like the Winter Olympics and World Cup, which are expected to boost demand for large-sized TVs [1] Group 3: Small to Medium-Sized Panel Market - The demand for LCD monitor panels in January is expected to remain weak due to seasonal cycles, but manufacturers are committed to maintaining stable prices [2] - The anticipated rise in TV panel prices is expected to stimulate demand for LCD monitor panels, with potential price increases in the coming months [2] - The notebook panel market is experiencing a decline in demand due to previous overstocking and rising component prices, leading to a downward trend in January panel prices [2]

Group 1: TV Panel Price Forecast - The price of TV panels is expected to rise in January 2026, with the average price for a 65-inch panel projected at $169, an increase of $1 or 0.6% from the previous month [3] - The average price for a 55-inch TV panel is anticipated to be $122, also up by $1 or 0.8% from the prior month [4] - For a 43-inch TV panel, the average price is expected to reach $64, reflecting a $1 increase or 1.6% from the last month [5] - The average price for a 32-inch TV panel is projected at $35, which is a $1 increase or 2.9% from the previous month [6] Group 2: Monitor Panel Price Stability - Monitor panel prices have remained stable since early June 2025, with the average price for a 27-inch IPS panel expected to be $63, ranging from a low of $57.6 to a high of $65.8 [7] - The average price for a 23.8-inch IPS panel is projected at $49.9, with a minimum price of $47.1 and a maximum of $51.4 [8] Group 3: Laptop Panel Price Decline - The prices for 17.3-inch and 15.6-inch laptop panels are expected to continue their downward trend, with the average price for a 17.3-inch TN panel forecasted at $37.8, down by $0.2 or 0.5% from the previous month [9] - The average price for a 15.6-inch Value IPS panel is anticipated to be $39.8, also down by $0.2 or 0.5% from the last month [9] - The average price for a 14.0-inch TN panel has stabilized at $26.9 since early July 2024, with a projected range of $26.4 to $28.1 [9] - The average price for an 11.6-inch TN panel has remained stable at $25.1 since early July 2024, with a forecasted range of $24.2 to $26.5 [10]

Core Viewpoint - The global display panel market prices remained stable in December, with a prediction that prices may enter an upward trend in Q1 2026 due to supply constraints and increased demand for low-priced panels [1][3]. Monitor Panel - In December, the global monitor panel market prices continued to stabilize, with overall demand remaining weak as year-end brand demand tapered off [3]. - Some brands increased procurement of low-priced monitor panels, providing some support to December demand due to stable TV panel prices and expectations of price increases in Q1 2026 [3]. - Supply-side factors included the release of pre-stocking demand for TV panels and increased production capacity for small-sized applications, leading to a structurally tight supply in the monitor panel market [3]. - The mainstream specifications for monitor OC and LCM panels are expected to maintain stability, with narrowing declines in mid-to-high-end products [3]. Notebook Panel - The global notebook panel market continued to show weakness in December, with prices facing downward pressure due to soft retail performance and inventory pressures among brands [4]. - Brands are focusing on inventory management as most shipping targets have been met, leading to a cautious release of demand [4]. - The supply side remains loose, with notebook panels prioritized in G8.x generation capacity allocation, but rising costs from core component shortages are increasing pressure on brand costs [4]. - Price competition in the mainstream segments of the notebook market is expected to intensify, with low-end HD TN panels remaining stable and slight declines in IPS FHD and FHD+ products [4].

Group 1 - The core viewpoint indicates that the pricing trends for IT panels in December show a divergence, with monitor panel prices remaining stable while laptop panel prices are under downward pressure [1][2] - Monitor panel prices are expected to remain flat in December due to weak demand in the fourth quarter, although some customers are increasing their orders, leading to a potential price increase starting January 2026 [1] - The panel manufacturers are reluctant to lower prices due to long-term losses on mainstream products, and brand customers are accepting stable prices, which contributes to the flat pricing trend for monitor panels [1] Group 2 - Laptop panel demand in December is impacted by storage shortages and significant price increases, prompting some brands to increase shipments of mid-range models before potential price hikes in early next year [1] - The demand for panels in 2026 is expected to be more uncertain due to storage issues, and despite some increase in demand, manufacturers are softening their pricing stance to maintain customer relationships [2] - It is anticipated that laptop panel prices, excluding TN models, will decrease by $0.1 to $0.2, with further downward pressure expected in the first quarter of next year due to weaker demand [2]

Group 1 - The core viewpoint is that the TV panel market is transitioning from a demand-driven to a supply-driven environment, with prices stabilizing in December and a mild increase expected in January [1] - The global TV panel market is moving towards a balanced supply-demand situation as the year ends, with demand supported by event-driven stocking and cost-risk stocking [1] - International brands show stable procurement demand in Q4 to Q1, driven by healthy inventory levels and support from events like the World Cup and the North American tax refund season [1] Group 2 - For the 32" panels, rising storage costs are pushing demand risks while supply is being squeezed, leading to stable prices in December [2] - The 50" panels exhibit limited demand elasticity, but supply capacity is also contracting, resulting in stable prices for December [2] - The 55" panels are gradually reaching a balance between supply and demand, with prices expected to stabilize in December [2] Group 3 - In the large-size panel segment, high supply concentration and recovering stocking demand are leading to price stabilization in December [3]

Group 1: TV Panel Market - The price of TV panels has stabilized in December, with expectations that prices for sizes ranging from 32 inches to 65 inches will remain flat [1][3] - Brand customers believe that panel prices have reached a bottom, while concerns about memory shortages and rising prices may affect TV products in the future [3] - The demand for TV panels remains stable, and panel manufacturers are considering a price increase due to the maintained production and utilization rates [3][5] Group 2: Monitor Panel Market - The demand for monitor panels is weak in the fourth quarter, but some customers are increasing their demand [4] - Panel manufacturers are reluctant to lower prices due to long-term losses in mainstream monitor panels, leading to a stable price forecast for December [5] - The anticipated increase in TV panel prices may positively influence the monitor panel market, although actual demand and negotiation conditions will determine future pricing [5] Group 3: Laptop Panel Market - The demand for laptop panels is being impacted by memory shortages and rising prices, leading to a short-term increase in demand for mid-range models [6] - Despite some increase in demand, panel manufacturers are prioritizing customer relationships and are expected to keep prices stable for TN models while reducing prices for IPS models by $0.1 to $0.2 [6] - There is uncertainty regarding future demand due to memory issues, and laptop panel prices may face downward pressure in the first quarter of 2026 [6]

Group 1 - The report from TrendForce indicates that the demand for TV panels remains strong, leading to a potential atmosphere for price increases, with December prices for TV panels (ranging from 32 inches to 65 inches) expected to stabilize [1] - It is anticipated that due to the Lunar New Year and reduced working days in February, some demand will shift to January and March, with January demand expected to remain robust, possibly leading to price increases for TV panels [1] - In the laptop panel segment, the demand is being negatively impacted by shortages in memory components and significant price increases, which are becoming evident as December progresses [1] Group 2 - There is a possibility of further price adjustments for laptop panels, especially considering that demand may weaken further in the first quarter of 2026 [1]