面板行业反转
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Xin Lang Cai Jing· 2025-12-03 13:04
Core Insights - The panel industry is showing signs of price stabilization, with expectations of a market reversal as the demand season approaches [1][4][5] - According to Omdia, prices for various sizes of TV panels are expected to stop declining by December 2025, with a slight decrease of $3 for 65-inch panels, while prices for monitor panels are predicted to remain stable [1][4] - Another research firm, Lottu Technology, also forecasts price stability for TV panels in December 2025, with non-strategic customer prices for 55/65/75-inch products expected to increase by $1-2 [1][4][5] Demand Season Insights - The months leading up to the Spring Festival are traditionally a peak demand season for the panel industry, as brands like TCL, Xiaomi, and Huawei prepare for promotional sales by purchasing panels in bulk [2][7] - The upcoming 2026 FIFA World Cup is anticipated to drive demand for large-sized TV panels, particularly those 50 inches and above, as consumers upgrade their TVs for viewing sports events [3][7] - Historical data from the Qatar World Cup indicates that even during a downturn, the demand for panels surged due to pre-event stocking, leading to a slowdown in price declines [3][7]