面板跌价
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面板跌价 双虎运营承压
Jing Ji Ri Bao· 2025-11-23 23:21
Core Insights - TrendForce reports a decline in TV panel prices due to the traditional off-season, while IT panel prices remain stable with minor fluctuations [1] - Major panel manufacturers, AUO and Innolux, are facing pressure in Q4 panel shipments, with expectations of reduced shipments in various product categories [1][2] - Despite the off-season for TV panels, some brand clients are actively preparing for year-end targets, leading to an unexpected increase in TV panel demand [1] Panel Pricing Trends - TV panel prices are expected to continue declining in November, with specific estimates of a $1 drop for 32-inch and 43-inch panels, a $2 drop for 50-inch and 55-inch panels, and a $3 drop for 65-inch and 75-inch panels [1] - Monitor panel prices are stable for most mainstream sizes, with only the 23.8-inch Open Cell panel expected to drop by $0.2 due to weak demand [2] - Notebook panel prices are projected to decrease by $0.1 to $0.2 for IPS mainstream sizes, while TN panels are expected to remain stable [2] Market Demand and Supply Dynamics - The overall procurement momentum for panels in Q4 aligns with expectations, although brand clients continue to push for lower panel prices [2] - Panel manufacturers are reluctant to expand production and have limited room for price concessions, indicating a challenging market environment [2] - Manufacturers are adopting special pricing strategies to encourage clients to increase orders, reflecting a need to balance supply and demand [1]