每经AI快讯，2月24日，TrendForce集邦咨询报告称，2026年2月，电视面板价格上涨，显示器面板部分 尺寸价格微幅变动，笔电面板价格下跌。2月份电视面板需求维持稳定，且在面板厂规划于农历春节期 间进行5~7天不等的产能调节下，整体供需维持稳定，预估春节连假结束后，买卖双方在价格的议定上 变化不大，电视面板价格仍维持上涨态势。目前观察2月份电视面板价格涨幅，预估32英寸、43英寸与 50英寸上涨1美元，55英寸上涨2美元，65英寸因需求较好，上涨3美元，75英寸上涨2美元。 ...

（来源：OLEDindustry） 2 月 12 日，三星显示宣布将 QD-OLED 五层有机发光结构正式注册为QD-OLED 五重串联（Penta Tandem）商标，并将其打造为高端技术品牌推向市场。 QD-OLED 技术以蓝色 OLED 为光源，通过量子点实现色彩还原，而能量值最高的蓝色 OLED，其发光 效率与耐久性直接决定了面板的画质表现。三星显示从 2025 年起，便将蓝色 OLED 的叠层结构从原有 4 层升级为 5 层，同时搭配最新有机材料完成技术迭代。 有机材料叠层数量的增加与高分辨率实现直接相关，在相同尺寸的面板中，分辨率提升会带来像素密度 增加，单个像素的发光面积则随之缩小。想要在更小的发光区域维持高亮度，就需要将有机材料承受的 能量进行有效分散，而增加叠层可分散电流负荷，从而同时实现效率与寿命的双重提升。 三星显示已在 27 英寸超高清（3840×2160）显示器上实现 160PPI 的像素密度，这一指标达到自发光电 竞显示器的行业最高水准，三星显示也成为目前全球唯一实现 27 英寸超高清 160PPI 自发光显示屏量产 的企业，而五重串联技术正是该产品的核心技术支撑。 此次技术升级也 ...

Core Viewpoint - Sharp announced the plan to cease operations at its K2 factory in Japan, which has been a key supplier of IT panels for Apple, potentially impacting the supply of MacBook, iPad, and electronic paper products [2][5]. Group 1: Factory Operations and Impact - The K2 factory, known for its Oxide backplane technology, has been crucial for Sharp's role as the third-largest supplier of IT panels to Apple [2][5]. - The decision to shut down the K2 factory is influenced by the diminishing competitive edge of Sharp's Oxide backplane technology due to investments from Korean and Chinese panel manufacturers [5]. - Currently, Apple products account for only 16-17% of the K2 factory's utilization, and the upcoming release of MacBook OLED versions is expected to further reduce orders for high-end LCD panels [5][6]. Group 2: Competitive Landscape - The K2 factory faces declining order volumes due to intense competition from Chinese panel manufacturers, which have expanded capacity and possess cost advantages [6]. - The shortage and rising prices of memory components have led customers to request cost-sharing from panel suppliers, exacerbating the challenges for the K2 factory [6]. - The factory's average unit cost has worsened due to insufficient demand from applications outside of Apple, prompting Sharp to exit the large-generation LCD panel business [6]. Group 3: Electronic Paper Market - The K2 factory has been a key supplier of Oxide backplanes for electronic paper, which are essential for reducing ghosting effects and extending battery life [6]. - The shutdown of the K2 factory may lead to a temporary negative impact on the upgrade progress of electronic paper products, although orders may be taken over by Chinese manufacturers that are actively expanding their Oxide capacity [6]. Group 4: Future Considerations - It remains to be seen whether Sharp can fully cease operations at the K2 factory by August or retain some capacity for key customers to maintain operational flexibility [6].

Core Viewpoint - Sharp announced the plan to cease operations at its K2 factory in Japan, which has been a key supplier of IT panels for Apple and electronic paper, due to declining competitiveness and uncertain order prospects from Apple [2][3]. Group 1: Factory Closure and Impact - The K2 factory primarily produced panels for laptops, tablets, electronic paper, and smartphones, supporting Sharp's role as the third-largest supplier of IT panels for Apple [2]. - The decision to close the K2 factory was influenced by the failure to transfer it to Foxconn and the need for business reform, with the closure planned for August [2]. - Sharp's technology in oxide backplanes, once a leading edge, has diminished due to investments from Korean and Chinese panel manufacturers, leading to a loss of competitive advantage [2][3]. Group 2: Apple Orders and Market Dynamics - Currently, Apple products account for only about 16-17% of the K2 factory's capacity, and the upcoming release of OLED versions of MacBook is expected to further reduce orders for high-end LCD panels [3]. - The uncertainty surrounding Apple’s order prospects was a key factor in Sharp's decision to cease operations at the K2 factory [3]. - The K2 factory's other panel business is facing declining order volumes due to fierce competition from Chinese manufacturers, exacerbated by rising costs and supply chain issues [3][4]. Group 3: Electronic Paper and Future Prospects - The oxide backplane technology is crucial for reducing ghosting and input lag in electronic paper, making the K2 factory a key supplier in this field [4]. - The closure of the K2 factory may lead to orders being taken over by Chinese manufacturers that are actively expanding their oxide capacity, although it could negatively impact the upgrade progress of electronic paper products in the short term [4]. - It remains to be seen whether Sharp can fully cease operations at the K2 factory by August or retain some capacity for key customers [4].

智通财经APP获悉，2月6日，群智咨询发布2026年2月IT面板价格风向标（上旬版）。Monitor面板方面，综合供需两端，群智咨询预测，2月份 Monitor 主流IPS OC 面板将迎来全面上涨，小尺寸LCM面板价格同样有望小幅上涨，VA及中高端面板价格环比持平。 2 月份，在需求侧保持稳健与供应侧持续收紧共同推动下，全球显示器面板市场价格涨幅进一步扩大。需求侧来看，海外商用换机需求与国内信 创需求同步向好，对显示器面板需求形成基础支撑，叠加存储芯片与面板价格上涨预期带来的部分前置备货需求释放，显示器面板整体需求保持 稳健。 供应侧来看，受春节假期影响，短期内大陆面板厂商显示器产能呈现收缩趋势，叠加海外厂商显示器产能的持续收紧以及2月份自然天数的减少， 整体产能供应呈现环比下滑趋势。同时随着上游材料成本承压以及供需偏紧下议价权向供应侧倾斜，成本压力将进一步转化为面板厂商涨价动 力。 21.5"FHD，2月 IPS Open cell 面板价格环比上涨$0.2，LCM主流面板价格环比上涨$0.1； 23.8"FHD，2月 IPS Open cell 主流面板价格环比上涨$0.3，LCM主流面板价格环比上涨$ ...

电视面板 TrendForce集邦咨询公布2月面板价格趋势预测指出，2026年2月，在需求表现优于预期下，电视面板价 格预计将延续上涨态势，显示器面板部分尺寸价格上涨；而笔电面板在厂商短期争取订单的稳定之下， 对面板价格的态度上持续放软，价格预期下跌。 具体内容如下： 笔电面板 2月份后，受存储器与其他半导体料件供货吃紧与涨价的影响，笔电品牌客户持续针对笔电面板进行提 前备货，但要求笔电面板价格下跌的力道有增无减。面板厂为了维系与笔电品牌客户的关系，短期争取 订单的稳定之下，在面板价格的态度上持续放软，因此笔电面板呈现与其他两大应用领域不同的价格走 势，目前预估2月份的笔电面板价格全尺寸呈现下跌态势，其中TN机种预估下跌0.1美元，IPS机种预估 下跌0.2美元。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 2月份，电视面板需求仍维持在相对较稳定水平，加上面板厂明确表示将在农历春节期间进行5~7天不 等的产能调控，2月份平均稼动率预期将较1月份调整约10%，可望支撑供需维持在较为平衡的状态，也 有助于电视面板价格的上扬。目前预估2月份电视面板价格有机会呈现全面上涨趋势，32英寸、43英寸 与 ...

智通财经APP获悉，TrendForce集邦咨询公布2月面板价格趋势预测指，2026年2月，在需求表现优于预期下，电视面板价格预计将延续上涨态势，显示器面 板部分尺寸价格上涨；而笔电面板在厂商短期争取订单的稳定之下，对面板价格的态度上持续放软，价格预期下跌。 具体内容如下： 电视面板 | 电视 | es"W | 3840x2160 | | --- | --- | --- | | | 55"W | 3840x2160 | | | 43"W | 1920x1080 | | | 32"W | 1366x768 | | 桌上显示器 | 27"W (IPS) | 1920x1080 | | --- | --- | --- | | | 23.8"W (IPS) | 1920x1080 | | | | Any | | | 17.3'W (TN) | 1600x900 | | | 1 C CHIAL (V-L .. IDC) | 1010. 1000 | 2月份，电视面板需求仍维持在相对较稳定水平，加上面板厂明确表示将在农历春节期间进行5~7天不等的产能调控，2月份平均稼动率预期将较1月份调整 约10%，可望支撑供需维持在较 ...

每经AI快讯，2月6日，TrendForce集邦咨询公布了2月面板价格趋势预测：电视面板价格预计将延续上 涨态势，显示器面板部分尺寸价格上涨，笔电面板价格预期下跌。报告称，2月份，电视面板需求仍维 持在相对较稳定水平，加上面板厂明确表示将在农历春节期间进行5-7天不等的产能调控，2月份平均稼 动率预期将较1月份调整约10%，可望支撑供需维持在较为平衡的状态，也有助于电视面板价格的上 扬。目前预估2月份电视面板价格有机会呈现全面上涨趋势，32英寸、43英寸与50英寸预估上涨1美元， 55英寸、65英寸与75英寸则预计上涨2美元。 ...

Core Viewpoint - The electronic industry panel manufacturers are continuing their production control strategies, leading to price increases for large-sized panels, which are expected to persist due to demand from events like the World Cup [1][2]. Group 1: Panel Price Trends - Large-sized panel prices are expected to continue rising as manufacturers maintain production control, with demand remaining stable [2]. - AVC data indicates that all sizes of TV panels saw price increases in late January, with some monitor panels also experiencing price hikes [1][2]. - The tight supply-demand situation for TV panels is extending to monitor panels, with expectations of price increases in February [2]. Group 2: Capital Expenditure Trends - The large-scale capital expenditure cycle in the panel industry is nearing its end, with leading manufacturers expected to significantly reduce future spending [3]. - According to BOE's announcement, 2025 will be the peak year for capital expenditure, with a significant decline anticipated starting in 2027 [3]. - TCL Technology is focusing on investments aligned with the accelerated penetration of OLED in the mid-size market, with no major new production line investments planned beyond the T8 line [3]. Group 3: Mobile OLED Panel Market - Mobile OLED panel prices are under short-term pressure, but the impact is expected to be manageable [4]. - The penetration rate of mobile OLED panels is anticipated to continue increasing, which may offset the decline in overall smartphone shipments [4]. - Omdia forecasts that global smartphone AMOLED panel shipments will decrease slightly to 810 million units in 2026, a minor decline from 817 million in 2025 [4]. Group 4: Investment Recommendations - The favorable supply-demand relationship and the expected continuation of price increases for large-sized panels suggest potential investment opportunities in panel manufacturers such as TCL Technology, BOE A, and others [5]. - Related material manufacturers and display driver chip manufacturers are also highlighted as potential investment targets [5].

Core Viewpoint - In January 2026, TV panel prices are expected to rise, monitor panel prices remain stable, and laptop panel prices are projected to decline due to various market dynamics [1][3][6]. TV Panels - Despite the impact of rising memory and component prices, major TV brands are actively increasing inventory to gain market share, leading to a balanced supply-demand situation for TV panels [3]. - January is expected to see a price increase for TV panels, with specific sizes like 32-inch, 43-inch, 55-inch, and 65-inch projected to rise by $1 [3]. Monitor Panels - In January, although it is traditionally a slow season for LCD monitor panels, some brands are preemptively increasing orders to avoid higher future procurement costs due to ongoing price increases in components [4]. - The demand for LCD monitor panels is showing signs of improvement, with expectations for price increases in Open Cell panels, particularly for mainstream sizes like 23.8-inch IPS and 27-inch IPS, which are anticipated to rise by $0.1 to $0.2 [5]. Laptop Panels - January is typically a slow season for laptop demand, but rising memory prices are prompting brands to stock up on laptop panels to maximize shipments while they still have component inventory [6]. - Despite the increased demand, panel manufacturers are softening their pricing stance due to customer relationships and uncertainty in demand for the second quarter, with TN models expected to decrease by $0.1 and IPS models by $0.2 [6].