Core Viewpoint - The mobile display panel market is entering a traditional off-season in January 2026, with upstream storage prices rising for several months, leading terminal brands to reduce shipment targets to manage operational risks, resulting in a significant decline in overall demand for mobile panels [4]. Group 1: Market Overview - The overall demand for mobile panels is weakening due to insufficient terminal pull, causing upstream panel manufacturers to face pressure on utilization rates and further exacerbating price decline [4]. - The a-Si panel market is experiencing a significant reduction in order visibility due to the contraction in overall terminal demand, coupled with the release of new production lines, leading to increased supply pressure and intensified competition [4]. - The LTPS panel segment, while still supported by demand in non-mobile applications like automotive displays and laptops, is facing pressure in specific areas such as laptops and tablets, leading to an overall contraction in LTPS panel demand [4]. Group 2: Price Trends - The prices of a-Si modules and LTPS panels are expected to continue their downward trend in January and February 2026, with flexible AMOLED panel prices also anticipated to remain in a declining channel [5]. - The price for 6.5" LCD panels (HD+) is projected to decrease from $6.4 to $6.3, while 6.5" FHD+ LCD LTPS panels are expected to drop from $9.3 to $9.2, indicating a general trend of price reduction across various panel types [3].

1月7日，CINNO Research最新报告指出，去年12月，受美国关税政策调整预期影响，世界杯等国际赛 事需求提前释放，面板市场短期需求回升，大部分主流尺寸价格随之止跌趋稳。今年1月，随着国内补 贴政策落地进一步提振需求，同时海外市场继续保持活跃，尽管面板厂平均稼动率维持高位，但在供需 趋紧态势下，多数面板价格预计将步入上行通道。 ...

| Size & Resolution | | | Technology | Dec.25' | Jan.26'(E) | Differ | | --- | --- | --- | --- | --- | --- | --- | | 32" | 60Hz | HD | LCD | $32.0 | $33.0 | $1.0 | | 43" | 60Hz | FHD | LCD | $64.0 | $65.0 | $1.0 | | 50" | 60Hz | UD | LCD | $86.0 | $87.0 | $1.0 | | ਟੇ | 60Hz | UD | LCD | $108.0 | $109.0 | $1.0 | | ୧୮." | 60Hz | UD | LCD | $163.0 | $164.0 | $1.0 | | 75" | 60Hz | UD | LCD | $218.0 | $218.0 | $0.0 | | 85" | 60Hz | UD | LCD | $285.0 | $285.0 | $0.0 | | 98"/100" 120 /144 Hz | | UD | LCD | $430.0 ...

【机构：受春节减产影响 预估2026年一季度LCD电视面板供需转紧】智通财经1月6日电，根据 TrendForce集邦咨询最新调查，由于中国农历春节将于二月来临，BOE（京东方）、TCL CSOT（华 星）和HKC（惠科）等三大LCD电视面板厂均规划针对后端模组厂实施五至十天的停产，以降低人力 成本及后续库存升高风险，前端产线将同步进行减产。预估第一季整体LCD电视面板稼动率将季减3.5 个百分点至87.7%，供需转为偏紧格局。 转自：智通财经 ...

根据TrendForce集邦咨询最新调查，由于中国农历春节将于二月来临，BOE（京东方）、TCL CSOT （华星）和HKC（惠科）等三大LCD电视面板厂均规划针对后端模组厂实施五至十天的停产，以降低 人力成本及后续库存升高风险，前端产线将同步进行减产。预估第一季整体LCD电视面板稼动率将季减 3.5个百分点至87.7%，供需转为偏紧格局。 ...

Group 1 - The core viewpoint of the articles highlights that major LCD TV panel manufacturers, including BOE, TCL CSOT, and HKC, are planning production cuts of five to ten days around the Chinese Lunar New Year to reduce labor costs and mitigate inventory risks, leading to a projected decrease in overall LCD TV panel utilization rate by 3.5 percentage points to 87.7% in Q1 [1] - The overall supply of TV panels is expected to decrease by 3.8% in Q1 due to the planned production cuts and fewer working days in February, while demand is anticipated to decline by only 1.8% due to the continued promotion of trade-in policies and upcoming events like the 2026 FIFA World Cup [1] Group 2 - Looking ahead to 2026, the TV panel industry is expected to continue the trend of increasing screen sizes, although demand for ultra-large panels may slow due to weaker market demand and high base effects [2] - Panel manufacturers aim to adjust their product mix to shift market demand from smaller sizes (23.6 inches, 32 inches) to larger sizes (43 inches, 50 inches), which is expected to enhance average panel size and overall demand area [2] - The industry faces uncertainties due to international factors and rising memory prices, making capacity management and order flexibility crucial for panel manufacturers in 2026 [2] - Long-term, the lack of new capacity and major investments in LCD TV panels is seen as a positive signal for panel prices and industry health [2]

Core Viewpoint - In January 2026, television panel prices are expected to rise across the board, while monitor panel prices are anticipated to remain stable, and laptop panel prices for certain sizes are projected to decrease [5][6]. Television Panels - The average price for a 65-inch television panel is expected to be $169, an increase of $1 from the previous month, representing a 0.6% rise. The lowest price is projected at $163, and the highest at $172 [5]. - The average price for a 55-inch television panel is expected to be $122, also up by $1 from the previous month, with a 0.8% increase. The lowest price is forecasted at $115, and the highest at $125 [5]. - The average price for a 43-inch television panel is expected to be $64, reflecting a $1 increase and a 1.6% rise. The lowest price is estimated at $62, and the highest at $66 [5]. - The average price for a 32-inch television panel is projected to be $35, up by $1, marking a 2.9% increase. The lowest price is expected to be $34, and the highest at $36 [5]. Monitor Panels - Monitor panel prices have remained stable since early June 2025 [7]. - The average price for a 27-inch IPS panel is expected to be $63, with a lowest price of $57.6 and a highest price of $65.8 [8]. - The average price for a 23.8-inch IPS panel is projected to be $49.9, with a lowest price of $47.1 and a highest price of $51.4 [9]. Laptop Panels - In January, the price decline for 17.3-inch and 15.6-inch laptop panels is expected to continue [10]. - The average price for a 17.3-inch TN panel is projected to be $37.8, down by $0.2, representing a 0.5% decrease. The lowest price is expected to be $37.2, and the highest at $39.1 [11]. - The average price for a 15.6-inch Value IPS panel is expected to be $39.8, also down by $0.2, with a 0.5% decrease. The lowest price is projected at $38.1, and the highest at $41.2 [11]. - The average price for a 14.0-inch TN panel is expected to remain stable at $26.9, with a lowest price of $26.4 and a highest price of $28.1 [11]. - The average price for an 11.6-inch TN panel has been stable at $25.1, with a lowest price of $24.2 and a highest price of $26.5 [11].

1月1日，三星显示宣布 正式量产全球首款采用"V-Stripe"（垂直条纹/RGB条纹）像素结构 的34英寸360Hz QD-OLED面板 ，并已供应给华硕、微星、技嘉等7家显示器制造商。 图片来源：三星显示 此次发布的核心亮点在于三星显示独立开发的"V-Stripe"像素结构，该技术摒弃了传统 QD- OLED 的三角形子像素排列，转而采用红、绿、蓝（RGB）子像素垂直排列方式。 三星显示表示，"采用V条纹结构后，文字边缘能够呈现更清晰的显示效果。" 对于需要长时间进 行文档编辑、代码编写或内容创作的用户而言，V-Stripe结构将大幅改善阅读体验，弥补了以往 OLED面板在文本显示上的短板。 在性能参数方面，这款面板具备21:9的超宽纵横比和最高360Hz的刷新率，同时拥有最高1300尼 特的峰值亮度。 针对量产难题，三星显示指出，高刷新率与新像素结构的结合曾面临有机材料寿命缩短、发热增 加及亮度衰减等挑战。公司通过优化 QD-OLED 的顶部发光结构（Top Emission）及提升材料 效率，成功攻克了这些技术壁垒。 Size Covered>15" and above . · Report form ...

TCL科技公告，公司子公司TCL华星拟与广州市人民政府、广州经济技术开发区管理委员会共同建设一 条月加工2290mm×2620mm玻璃基板能力约2.25万片的第8.6代印刷OLED显示面板生产线。截至本公告 日，TCL华星与广州市人民政府、广州经济技术开发区管理委员会统筹协调的广州城发星印投资合伙企 业（有限合伙）、广州黄埔开投智星创业投资基金合伙企业（有限合伙）（合称为"国资方股东"）签署 了《增资协议》。项目公司注册资本为177亿元，其中TCL华星出资67.2亿元。各方将最迟于2026年12 月31日前实缴出资到位。项目公司设董事会，董事会成员变更为9人，其中国资方股东各提名2人，TCL 华星提名5人。项目公司将按协议向市场监督管理局申请办理相应的工商变更登记手续。 ...

12月23日，LG Display宣布，将在CES 2026展会上亮相全球首款RGB条纹像素4K 240Hz OLED显示器面板，PPI像素密度可达160，可提升文字清晰度与色彩还原性能。 Windows等系统的字体渲染引擎进行优化，呈现更高色彩准确性、文字可读性。 LG Display计划率先在其高端游戏及专业显示器面板中引入这种全新的像素结构，并将在即将举 行的2026年CES展会上积极推广这一技术。（来源：IT之家） 【集邦Display显示产业交流群】 RGB条纹像素可将红、绿、蓝三种主像素按直线排列，同时取消白色像素，可在近距离观看时显 著减少溢色（color bleeding）、光晕等失真现象。 作为对比，现有的高端OLED显示器往往采用RGWB像素排列或Delta三角形排列。 不过LG Display这次展示的面板并不是全球首款RGB条纹像素OLED面板，但现有产品往往只能 做到60Hz的刷新率，不适合用作游戏显示器。 据介绍，这款面板适用于显示器产品，整合自主研发的动态分辨率技术，可让用户在4K 240Hz、 1080P 480Hz模式间切换，可为FPS以及其他需要高速切换画面的游戏带来最佳游 ...