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群智咨询:10月上旬全球LCD TV面板市场供需平衡格局趋于脆弱
Zhi Tong Cai Jing· 2025-10-10 09:09
55",品牌采购需求趋于理性,同时供应集中,预计9月~10月均价持平。 大尺寸方面,G10.5控产力度相对明显影响供需平衡,预计9月~10月均价持平。 国庆过后,在需求降温与供应收窄共同作用下,全球LCD TV面板市场供需平衡格局趋于脆弱。群智咨询(Sigmaintell) 认为,从采购侧来看,整机厂商四季度面板需求理性收敛。一方面,备货旺季高峰期已过,品牌采购驱动力转弱。另 一方面,在对终端零售信心不足的影响下,头部品牌厂商对自身获利水平提升的诉求更加强烈,因此采购策略转向理 性。叠加二线市场旺季备货亦接近尾声,四季度整体面板备货节奏放缓。从供应侧来看,为对冲需求降温带来的供需 风险,头部厂商再次启动"国庆假期"控产机制,同时在库存健康等因素支撑下假期控产将起到短期稳定供需的作用。 各尺寸表现如下: 32",二线需求降温但短期面板库存健康,预计9月~10月均价稳定。 50",需求逐渐乏力,同时供应亦有回落,预计9月~10月均价持平。 | Application | Size | Resolution | OC/LCM | Range | | Sep'25(A) Oct'25(E) | Oct. VS Sep ...
面板价格观察 | 10月预估电视面板厂稼动率下调至80%以下,部分笔电面板价格或小幅下调
TrendForce集邦· 2025-10-08 10:51
| 应用别 | ਮਿਕੇ | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 作 | 高 | 均价 | 与前月差异(%) | | | 电视 | es"W | 3840x2160 | Open-Cell | 167 | 176 | 173 | 0.0 | 0.0% | | | 22", | 3840x2160 | Open-Cell | 118 | 127 | 124 | 0.0 | 0.0% | | | 43"W | 1920x1080 | Open-Cell | 62 | ୧୧ | ୧୯ | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 34.0 | 36.0 | 35.0 | 0.0 | 0.0% | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 | 65.8 | 63.0 | 0.0 | 0.0% | | | 23.8"W (IPS) | 1920x1080 ...
TrendForce集邦咨询:10月电视与显示器面板价格预估不变
智通财经网· 2025-10-07 08:40
智通财经APP获悉,10月7日,根据TrendForce集邦咨询显示器研究中心最新调研数据,2025年10月,电视与显示器面板价格预估 不变,部分尺寸笔电面板价格预计有小幅度下调。 具体内容如下: | 应用别 | ਸਕ | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | E | 高 | 均价 | 与前月差异(%) | | | 电视 | 65"W | 3840x2160 | Open-Cell | 167 | 176 | 173 | 0.0 | 0.0% | | | 25"W | 3840x2160 | Open-Cell | 118 | 127 | 124 | 0.0 | 0.0% | | | 43"W | 1920x1080 | Open-Cell | 62 | ୧୧ | ୧4 | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 34.0 | 36.0 | 35.0 | 0.0 | 0.0% | | 桌上显示器 ...
集邦咨询:10月电视与显示器面板价格预估不变
Zheng Quan Shi Bao Wang· 2025-10-07 08:02
人民财讯10月7日电,根据TrendForce集邦咨询显示器研究中心《TrendForce2025面板价格预测月度报 告》最新调研数据,2025年10月,电视与显示器面板价格预估不变,部分尺寸笔电面板价格预计有小幅 度下调。 ...
面板大厂三季度出货量大幅回升
Ju Chao Zi Xun· 2025-10-03 09:02
中国面板制造商第三季度的出货量也出现增长。京东方出货量环比增长约540万片,维信诺出货量环比增长约670万片。 根据UBI Research的数据,京东方的主要客户是中国智能手机品牌OPPO、苹果等。 维信诺主要向中国智能手机品牌荣耀、小米和Vivo供应面板。 UBI Research副总裁韩昌旭预测:"韩国面板制造商自第三季度以来出货量明显回升。未来的关键挑战在于如何确保我们最重要 的客户苹果的稳定供应。" LG Display解释道:"面板出货量从第二季度的1080万片飙升至第三季度的2000万片,规模翻了一番。" LG Display是苹果智能手机面板的核心供应商,其在iPhone 17 Pro Max机型中约占60%。 近日,市场研究公司UBI Research在发布的《OLED显示器市场追踪报告》中表示:"受苹果iPhone 17和Galaxy S25系列面板出货 量激增的推动,三星显示器第三季度柔性OLED出货量大幅增长,而刚性OLED出货量则与上一季度持平。" ...
Q3面板价格回顾与展望
WitsView睿智显示· 2025-10-02 01:55
Core Viewpoint - The global panel market experienced a price stabilization in Q3 2025, with TV panel prices halting their decline, while monitor and laptop panel prices remained stable. This stability was influenced by manufacturers' capacity control strategies and brand preparations for the year-end sales season, although uncertainties remain for Q4 due to ongoing supply-demand dynamics [2][18]. TV Panels - The TV panel market reversed its previous downward trend in Q3, driven by seasonal stocking demands from brands for the year-end promotional season [3][14]. - In July, demand was weak, leading to price declines for various sizes of TV panels, with 32-inch and 43-inch panels dropping by $1, 50-inch and 55-inch by $2, and 65-inch and 75-inch by $3 [5][6]. - By August, demand increased as brands began stocking for promotions, resulting in stable prices across all sizes of TV panels [6][8]. - September saw continued price stability, supported by brand stocking activities and manufacturers planning production cuts for October to address potential demand slowdowns [8][14]. Monitor Panels - Unlike TV panels, monitor panel prices remained stable throughout Q3, despite a slight 4.7% decrease in demand [8][9]. - The lack of price decline was attributed to manufacturers' reluctance to lower prices due to existing losses on mainstream monitor panel sizes, leading to reduced supply to support price stability [9][14]. - Both brands and manufacturers reached a consensus to maintain price stability, avoiding strong demands for price reductions [9][14]. Laptop Panels - The laptop panel market showed strong demand in Q3, with a 5.1% increase in demand compared to the previous quarter, but prices remained stable [10][12]. - The stability in prices was primarily due to competition among manufacturers, who avoided price increases to maintain customer relationships and market share [12][13]. - Manufacturers anticipated a potential demand decline in Q4, leading them to prefer price stability to solidify customer relations [13][14]. Key Factors Influencing Price Trends - The primary demand driver in Q3 was the seasonal stocking by brands for year-end promotions, which helped stabilize TV panel prices [14][15]. - Manufacturers' capacity control strategies, including production adjustments and planned reductions, played a crucial role in preventing further price declines [14][15]. - Competitive dynamics in the laptop panel market limited price increases despite strong demand, as manufacturers focused on maintaining long-term customer relationships [15][18]. Outlook for Q4 - The price stability achieved in Q3 is expected to face challenges in Q4, with anticipated declines in procurement momentum for TV panels as brands complete their stocking [16][18]. - Manufacturers plan to reduce production rates in October, which may impact price stability for TV panels [16][18]. - The monitor panel market may see continued price stability for mainstream sizes, but higher-end models could face downward price pressure [16][18]. - There is a high risk of price declines for laptop panels in Q4, as demand is expected to weaken, shifting bargaining power towards brand customers [17][18].
夏普8月面板出货量持续下滑 产线接连易主,“百年巨人”怎么了?
Xi Niu Cai Jing· 2025-09-30 11:10
夏普的面板业务困境部分源于其自身的战略调整。面对市场竞争压力,夏普近年来已陆续出售部分面板产线,逐步收缩其显示面板业务规模。2024年,夏普 关闭了曾耗资4300亿日元打造的堺市10代线,这座创下全球最大玻璃基板生产纪录的工厂,连续11年净亏损。2025年4月,夏普又将三重事业所第一工厂出 售给Aoi Electronics,5月宣布把龟山第二工厂出售给母公司鸿海集团,8月又完成三重事业所第二工厂的转让手续。接连出售产线虽能为夏普注入短期流动 性,但也意味着夏普实际上已经主动放弃了在液晶面板领域的产能根基。 根据洛图科技(RUNTO)最新发布的报告,2025年8月全球大尺寸液晶电视面板出货量达到2130万片,同比增长9.3%。 然而,市场整体回暖并未惠及所有厂商,日系品牌夏普(Sharp)当月出货量市占率仅为4.8%,出货量约100万片,同比持续下滑。这一表现与行业整体增长 态势形成鲜明对比。 值得关注的是,这已是夏普连续两个月出现出货量同比下降。在7月份的全球电视面板市场,夏普出货量同比下滑幅度超过20%,是当时七家主要面板厂商 中唯一出现负增长的企业。 值得关注的是,夏普试图通过业务转型摆脱困境,将资源集 ...
减产提上日程,9月电视面板价格怎么走?
WitsView睿智显示· 2025-09-23 09:15
| ギリ・天儿/ | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 应用别 | 尺寸 | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | | | | | 作 | 글 | 均价 | 与前月差异(%) | | | 电视 | 65" M | 3840x2160 | Open-Cell | 167 | 176 | 173 | 0.0 | 0.0% | | | 55" W | 3840x2160 | Open-Cell | 118 | 127 | 124 | 0.0 | 0.0% | | | 43" W | 1920x1080 | Open-Cell | 62 | ୧୧ | 64 | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 34.0 | 36.0 | 35.0 | 0.0 | 0.0% | | | | | | | | | 1 | | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 | 65.8 | 63. ...
手机屏幕之变:厂商与面板巨头捆绑改写行业规则
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-21 12:41
Core Insights - The article discusses the emergence of a new collaboration paradigm between smartphone manufacturers and panel suppliers, moving from a traditional "buyer-supplier" relationship to a more integrated "co-creation" model [2][9] - This shift is driven by the need for differentiation in a saturated smartphone market, where screen quality and experience are critical competitive factors [1][10] Group 1: Industry Dynamics - Smartphone manufacturers are increasingly engaging in the definition, research, and production of display technologies, forming strategic partnerships with panel manufacturers for joint development and exclusive supply [2][10] - The traditional supply chain structure is evolving from a linear "pyramid" model to a more networked "industry alliance," allowing for greater collaboration and shared risk [9][10] - The rise of Chinese panel manufacturers like BOE, TCL Huaxing, and Tianma is changing the competitive landscape, with predictions that their market share in the global smartphone panel market will exceed 70% by 2025 [9][10] Group 2: Case Studies - OPPO has invested over 1 billion yuan to establish its own "display science production line," allowing it to control the entire process from design to production, thus creating a significant technological barrier [5][10] - Xiaomi and TCL Huaxing have developed a "Joint Innovation Laboratory" to streamline the process from technology research to mass production, enhancing their collaborative capabilities [5][10] - The relationship between Apple and Samsung exemplifies a unique "co-opetition" dynamic, where Apple drives Samsung to innovate through stringent standards and large orders, influencing industry-wide technology trends [7][10] Group 3: Technological Advancements - The focus of competition has shifted from macro parameters like resolution and refresh rates to micro-level technologies, such as precise light control algorithms developed by Tianma and OPPO [10][11] - The collaborative model allows for faster alignment of market needs with technological capabilities, significantly reducing the time from research to market [11] - However, the deep customization and joint development require substantial upfront investment, raising questions about potential impacts on product pricing and consumer repair costs [11][12]
机构:预估9月电视、显示器、笔电面板价格持平
Mei Ri Jing Ji Xin Wen· 2025-09-06 11:03
Core Insights - TrendForce predicts that panel prices for TVs, monitors, and laptops will stabilize by September 2025 [1] Group 1: Market Dynamics - As of September, TV brands are preparing for the year-end promotional season, which is driving stable procurement momentum for TV panels [1] - Panel manufacturers have adopted a more proactive attitude towards production and shipment over the past two months, effectively alleviating the price decline pressure experienced since the second quarter [1]