WitsView面板价格交流群 群聊: RENDFORCE 【 WitsView整理 】 据报道，寰采星拟投资超10亿元在浙江宁波建设高世代精密金属掩膜版（Fine Metal Mask，简称FMM）量产线，用于生产G8.6代OLED用精密金属掩膜版，以满足未来几年国内面 板企业高世代OLED产能对精密金属掩膜版（FMM）的需求。 据悉，FMM是OLED蒸镀环节中的关键材料，对于OLED显示屏的分辨率和成像质量至关重要。随着 OLED面板市场的持续增长，中国面板厂的产能扩展速度超过了海外厂商。然而，随着国内面板产能 的提升，FMM的供需平衡可能面临一定压力。 目前，日商DNP主要向韩国厂商供应高规格FMM，这使得国内面板厂在高端产品的采购上可能面临困 境。因此，FMM国产替代的需求日益增大。 随着消费市场对中大尺寸OLED需求的强烈增长，各大面板厂纷纷布局高世代OLED面板产线，将其视 为确保未来显示行业竞争优势的关键战略。目前，韩国的三星显示、国内的京东方、维信诺等主要显 示面板厂商已陆续投资建设G8.6代OLED产线。 据悉，寰采星成立于2019年，是国内首家专注于OLED蒸镀用FMM产业化的企业，同时具 ...

【TrendForce】 3月20日，TrendForce集邦咨询公布最新面板价格。具体来看：预期需求走弱，电视面板价格涨势收敛；显示器面板有望全面涨 价，且涨幅稍扩大；笔电面板价格仍持平。 电视面板 TrendForce集邦咨询研究副总范博毓表示，3月份电视面板需求目前虽然仍稳定，但以北美终端市场来看，在超级杯销售结束后，2月份起需求就开 始走弱，加上关税的不确定性高，有可能导致消费趋向保守。 国内虽有以旧换新政策的带动，但政策带动的需求已逐渐出现钝化的效应，加上自4Q24至1Q25，品牌客户持续维持高采购动能，导致目前品牌的 终端库存水位都有偏高的趋势，对于第二季面板需求可能下滑的杂音已经出现。 面板厂当然已经意识到这样的风险，因此持续讨论需要执行产能调控的可能时间点与幅度，以希望维持住整体供需状态稳定。 不过就目前观察，在预期需求走弱的态势下，电视面板价格的涨势有开始收敛的迹象。以3月份的电视面板价格走势来看，32吋预估上涨0.5美元。 43吋预估上涨1美元。50吋持平，55吋，65吋与75吋皆上涨1美元。 显示器面板 整体而言，以3月份的显示器面板价格走势来看，Open Cell面板预估上涨0.2~0 ...

Core Viewpoint - In March 2025, the prices of TV and monitor panels have increased, while laptop panel prices remain stable. The demand for TV panels is showing signs of weakening, particularly in the North American market, leading to discussions among panel manufacturers about potential capacity adjustments to maintain supply-demand stability [2][4]. Group 1: TV Panels - The demand for TV panels is currently stable, but there are signs of weakening demand in the North American market following the Super Bowl sales. This is compounded by uncertainties regarding tariffs, which may lead to more conservative consumer behavior [2]. - In March, the price trends for TV panels indicate a slight increase, with 32-inch panels expected to rise by $0.5, 43-inch panels by $1, while 50-inch panels remain flat, and 55-inch, 65-inch, and 75-inch panels also increase by $1 [2]. Group 2: Monitor Panels - The demand for monitor panels has been strong in the first quarter, leading to a continued upward trend in prices. However, brand clients express concerns about future demand and tariff impacts, resulting in a gap in price acceptance between manufacturers and clients [4]. - For March, the estimated price increase for Open Cell monitor panels is between $0.2 to $0.3, with specific increases for 21.5-inch FHD panels expected to rise by $0.2, 23.8-inch FHD panels by $0.2 to $0.3, and 27-inch FHD panels by $0.1 to $0.2 [4]. Group 3: Laptop Panels - The demand for laptop panels has been relatively weak in the first quarter, with brand clients considering the uncertainty of future demand, which may lead to continued downward adjustments in panel demand. Consequently, most manufacturers prioritize maintaining market share and customer relationships, resulting in a stable pricing outlook for March [5].

Core Viewpoint - The article discusses the impact of U.S. tariff policies on the LCD TV panel market, highlighting a strong domestic demand driven by the "old-for-new" policy and brand preparations for new product launches, while also noting potential declines in overseas demand due to increased tariffs [3][4]. Market Dynamics and Tariff Impact - In February, the delay of U.S. tariffs on Mexico allowed brands to prepare for overseas market stocking, while domestic demand remained strong due to the continuation of the "old-for-new" subsidy policy [3]. - The implementation of a 25% tariff on Mexican goods and a 10% tariff on Chinese imports is expected to slow down overseas market demand, creating a "cold outside, hot inside" market dynamic [3][4]. Demand Side Analysis - The "old-for-new" policy has boosted market confidence, prompting brands to prepare for new product launches in 2025, with some brands advancing their release schedules [3]. - Despite rising panel prices, they remain lower compared to the same period last year, leading to increased domestic demand as brands stock up for the upcoming 618 shopping festival [3]. - The new tariffs will raise costs for TV panels exported to the U.S., potentially leading to higher retail prices and reduced consumer demand in the U.S. market [3][4]. Supply Side Dynamics - In February, panel orders increased, with domestic high-generation production lines operating at over 85% capacity [4]. - Due to the anticipated decline in overseas demand from tariff impacts, Chinese panel manufacturers may reduce production rates to manage supply [4]. - Increased tariffs will raise operational and logistics costs for U.S. market orders, potentially compressing profit margins [4]. March LCD TV Panel Price Forecast - CINNO Research predicts a narrowing increase in panel prices for March, with small price hikes of $1 for mainstream sizes (32" to 65") compared to February [5]. - Larger sizes (75" and 85") are expected to see a $2 increase due to stronger domestic demand, with prices projected to reach $231 and $312 respectively [5].

" 根 据 CINNO Re s e a r c h 最 新 发 布 的 全 球 显 示 面 板 行 业 研 究 报 告 ， 2024 年 全 球 面 板 行 业 在 产 能、投产面积、出货面积及营收等方面均呈现稳步增长态势。中国大陆作为全球面板制造的核心 区域，市场份额持续扩大，进一步巩固了其在全球产业链中的主导地位。" 全球面板产能稳步提升，OLED占比接近10% CINNO Research 数 据 显 示 ， 2024 年 全 球 TFT-LCD 和 AMOLED 面 板 产 能 合 计 达 到 4.09 亿 平 方米，同比增长2.5%。预计2025年全球面板产能将继续增长2.3%，AMOLED产能占比维持在 接近10%的水平。中国大陆地区在2025年仍有部分新产线新产能陆续释放，部分LCD高世代线 和AMOLED G6产线也有扩产计划，进一步推动全球面板产能的增长。 投产面积增长显著，AMOLED表现亮眼 2024年全球面板实际投产面积同比增长6.1%，预计2025年将同比增长4.3%。分技术类别来 看 ， TFT-LCD 面 板 在 大 尺 寸 化 趋 势 的 推 动 下 ， 预 计 2025 年 ...