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面板报价上涨
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1月TV面板报价上涨 分析师看好友达、群创运营将受惠
Jing Ji Ri Bao· 2026-01-26 23:09
Group 1 - TV panel prices increased in January due to active procurement by some TV brands and preemptive purchasing in response to production cuts by Chinese panel manufacturers during the Lunar New Year [1][2] - The price of 55-inch 4K open-cell panels rose by 0.8% compared to December, driven by the aforementioned demand factors [1] - IT panel prices remained stable, with 27-inch monitor panels priced at $63, as manufacturers aimed to avoid further losses by not lowering prices [1] Group 2 - Samsung Display has initiated trial production of its 8.6-generation OLED production line, which was built with an investment of 4.1 trillion won, targeting a monthly capacity of 15,000 units and aiming for mass production by 2026 [1] - If successful, Samsung Display anticipates a 20-30% increase in revenue contribution from IT-related products by 2026, with initial orders expected from MacBook [1] - LG Display plans to enhance the transparency of its OLED panels from 45% to 70% for automotive applications by 2026, targeting the augmented reality and next-generation vehicle display markets [2]