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]

Group 1 - TrendForce reported a recovery in TV panel demand, with prices stabilizing in late August after a decline [1] - The demand for small-sized TV panels has significantly increased due to expected limited supply and relatively low prices, leading to a stronger purchasing momentum compared to Q2 [1] - It is anticipated that prices for TV panels ranging from 32 inches to 75 inches will stabilize, reflecting a trend towards equilibrium [1] Group 2 - The demand for notebook (NB) panels is expected to maintain a strong momentum, with a slight projected increase of 1.8% in Q3 [2] - Panel manufacturers are cautious about raising prices due to ongoing competition for customer orders, opting instead to maintain stable pricing through discounts [2] - The price trend for NB panels in August is expected to remain flat across the board [2]

Core Insights - The 2025 TrendForce Display Industry Seminar focused on the future of micro and small-sized displays, featuring industry experts and analysts discussing technological advancements and market dynamics [1][4]. Group 1: Panel Industry Landscape - The TFT-LCD industry is dominated by mainland panel manufacturers, who have improved operations through production control strategies and are expected to continue focusing on demand size adjustments for supply-demand balance [6]. - Potential consolidation targets remain in the industry, which could enhance bargaining power and market concentration [6]. - Domestic suppliers have gained dominance in key components like polarizers and backlight modules, with increasing self-sufficiency in driver ICs through collaboration with local foundries [6]. - Panel manufacturers are diversifying supply chains by establishing overseas module factories to meet customer demands [6]. - Investments in AMOLED, Mini/Micro LED technologies, and semiconductor-related businesses are anticipated to continue [6]. Group 2: AI PC Market Trends - The rapid development of AI technology is reshaping human-computer interaction, with AI PCs expected to penetrate 21.7% of the market by 2025 and approach 80% by 2029 [10]. - AI PCs are becoming essential in various industries, enhancing user experience through intelligent operations and efficient decision-making [10]. Group 3: Automotive Display Market - Despite a plateau in global vehicle demand, growth in China and emerging markets is driving the automotive display market, with a nearly 10% increase in shipments last year [12]. - Major automotive display manufacturers are showcasing advanced technologies like stretchable OLED and Mini LED at industry events, contributing to increased demand [12]. - The growth in automotive displays is primarily driven by the rising installation rates of rear-seat and driver-side displays, leading to a 6.2% increase in demand [12]. Group 4: Monitor Panel Market - The monitor panel market is experiencing subdued demand from brands, with a potential for price increases due to supply constraints [14]. - New capacities entering the market may alter the technology landscape, particularly benefiting IPS panel growth [14]. - The OLED monitor market is in its early stages, with expected growth as both manufacturers and brands invest in this segment [14]. Group 5: Near-Eye Display Market - Near-eye display devices are focused on immersive experiences through optical modules and display technologies, with VR/MR devices utilizing VST technology for real-world integration [17]. - The supply chain for optical and display modules is expanding, with various technologies like Fresnel lenses and OLEDoS gaining traction [17]. - Global shipments of VR/MR devices are projected to reach 7.2 million units in 2024, with expectations to grow to 40 million units by 2030, driven by OLEDoS technology [17][18].