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].

Core Viewpoint - The panel prices for televisions, monitors, and laptops are expected to remain stable in September 2025 according to TrendForce's latest report [2][12]. Television Panels - The average price for a 65-inch television panel is projected to be $173, with a minimum of $167 and a maximum of $176 [6]. - The average price for a 55-inch television panel is expected to be $124, with a minimum of $118 and a maximum of $127 [8]. - The average price for a 43-inch television panel is projected to be $64, with a minimum of $62 and a maximum of $65 [9]. - The average price for a 32-inch television panel is expected to be $35, with a minimum of $34 and a maximum of $36 [10]. Monitor Panels - The prices for monitor panels are also expected to remain stable [12]. - The average price for a 27-inch IPS panel is projected to be $63, with a minimum of $57.6 and a maximum of $65.8 [13]. - The average price for a 23.8-inch IPS panel is expected to be $49.9, with a minimum of $47.1 and a maximum of $51.4 [14]. Laptop Panels - The prices for laptop panels are anticipated to stay unchanged [15]. - The average price for a 17.3-inch TN panel is stable at $38.3, with a minimum of $37.7 and a maximum of $39.8 [15]. - The average price for a 15.6-inch Value IPS panel is expected to be $40.3, consistent with the previous month, with a minimum of $38.6 and a maximum of $41.9 [15]. - The average price for a 14.0-inch TN panel remains at $26.9, with a minimum of $26.4 and a maximum of $28.1 [15].

Core Viewpoint - TrendForce predicts that TV panel prices will stabilize in August 2025, while monitor and notebook panel prices will remain steady, driven by seasonal demand and inventory adjustments [4][5][6]. Panel Price Trends - TV panel prices are expected to stop declining, with strong demand for sizes below 50 inches, while demand for larger sizes (55 inches and above) remains weak, leading to a forecasted price drop of $1 for these larger panels [5][6]. - The average prices for various TV panel sizes in August are projected to hold steady, with specific sizes like 32 inches, 43 inches, and 50 inches expected to stabilize, while larger sizes may see slight declines [4][5]. Monitor Panel Insights - Demand for monitor panels has weakened entering the third quarter, with no upward price momentum observed. Most monitor panels are currently unprofitable, leading manufacturers to limit production, which may result in shortages for some mainstream sizes [6][7]. - The expectation for August is that monitor panel prices will remain stable across the board due to the current market conditions [6]. Notebook Panel Outlook - Notebook panel demand is anticipated to remain stable through August, with some brands experiencing strong demand, which enhances their bargaining power with manufacturers [7]. - The price trend for major notebook panel specifications is expected to hold steady, with any discounts dependent on the relationship between manufacturers and their clients [7].

Core Insights - The report from TrendForce indicates that by August 2025, prices for certain television panels are expected to stabilize, while prices for monitors and laptops are projected to remain unchanged [1]. Television Panels - The average price for 65-inch television panels is forecasted to be $172, a decrease of $1 or 0.6% from the previous month, with a range between $166 and $175 [4]. - The average price for 55-inch television panels is expected to be $123, down by $1 or 0.8% from the previous month, with a range between $117 and $125 [5]. - The average price for 43-inch television panels is projected to be $64, with a minimum price of $62 and a maximum of $65 [6]. - The average price for 32-inch television panels is anticipated to be $35, with a minimum price of $34 and a maximum of $36 [7]. - It is expected that prices for 43-inch and 32-inch television panels will stop declining in August [3]. Monitor Panels - The forecast indicates that prices for monitor panels will remain stable [8]. - The average price for 27-inch IPS panels is expected to be $63, with a minimum price of $57.6 and a maximum of $65.8 [9]. - The average price for 23.8-inch IPS panels is projected to be $49.9, with a minimum price of $47.1 and a maximum of $51.4 [10]. Laptop Panels - Prices for laptop panels are expected to remain unchanged across various sizes [11]. - The average price for 17.3-inch TN panels is stable at $38.3, with a minimum price of $37.7 and a maximum of $39.8 [12]. - The average price for 15.6-inch Value IPS panels is projected to be $40.3, consistent with the previous month, with a minimum price of $38.6 and a maximum of $41.9 [12]. - The average price for 14.0-inch TN panels has stabilized at $26.9, with a minimum price of $26.4 and a maximum of $28.1 [12]. - The average price for 11.6-inch TN panels has remained at $25.1, with a minimum price of $24.2 and a maximum of $26.5 [12].

Core Viewpoint - The latest report from TrendForce indicates that by August 2025, the prices of certain television panels are expected to stabilize, while monitor and laptop panel prices remain unchanged [1]. Television Panels - In August, the prices of 43-inch and 32-inch television panels are expected to stop declining. The average price for a 65-inch television panel is projected to be $172, down $1 from the previous month, a decrease of 0.6%. The lowest price is $166 and the highest is $175 [6]. - The average price for a 55-inch television panel is $123, down $1 from the previous month, a decrease of 0.8%. The lowest price is $117 and the highest is $125 [6]. - The average price for a 43-inch television panel is $64, with a minimum price of $62 and a maximum of $65 [6]. - The average price for a 32-inch television panel is $35, with a minimum price of $34 and a maximum of $36 [6]. Monitor Panels - The report indicates that the prices of monitor panels remain unchanged. The average price for a 27-inch IPS panel is $63, with a minimum price of $57.6 and a maximum of $65.8 [7]. - The average price for a 23.8-inch IPS panel is $49.9, with a minimum price of $47.1 and a maximum of $51.4 [7]. Laptop Panels - The prices of laptop panels are expected to remain stable across various sizes. The average price for a 17.3-inch TN panel is $38.3, with a minimum price of $37.7 and a maximum of $39.8 [8]. - The average price for a 15.6-inch Value IPS panel is projected to be $40.3, unchanged from the previous month, with a minimum price of $38.6 and a maximum of $41.9 [8]. - The average price for a 14.0-inch TN panel has stabilized at $26.9, with a minimum price of $26.4 and a maximum of $28.1 [8]. - The average price for an 11.6-inch TN panel has also stabilized at $25.1, with a minimum price of $24.2 and a maximum of $26.5 [8].

Core Viewpoint - The panel prices for televisions are expected to stabilize in August 2025, while monitor and laptop panel prices remain unchanged [2][4]. Television Panels - The average price for 65-inch television panels is projected to be $172, a decrease of $1 or 0.6% from the previous month, with a range between $166 and $175 [6]. - The average price for 55-inch television panels is expected to be $123, also down by $1 or 0.8%, with a minimum of $117 and a maximum of $125 [6]. - The average price for 43-inch television panels is forecasted at $64, with a minimum of $62 and a maximum of $65 [7]. - The average price for 32-inch television panels is anticipated to be $35, with a minimum of $34 and a maximum of $36 [8]. Monitor Panels - The prices for monitor panels are expected to remain stable [10]. - The average price for 27-inch IPS panels is projected to be $63, with a minimum of $57.6 and a maximum of $65.8 [11]. - The average price for 23.8-inch IPS panels is expected to be $49.9, with a minimum of $47.1 and a maximum of $51.4 [12]. Laptop Panels - The prices for laptop panels are also expected to stay unchanged [14]. - The average price for 17.3-inch TN panels is stable at $38.3, with a minimum of $37.7 and a maximum of $39.8 [14]. - The average price for 15.6-inch Value IPS panels is projected to remain at $40.3, with a minimum of $38.6 and a maximum of $41.9 [14]. - The average price for 14.0-inch TN panels is stable at $26.9, with a minimum of $26.4 and a maximum of $28.1 [14]. - The average price for 11.6-inch TN panels is stable at $25.1, with a minimum of $24.2 and a maximum of $26.5 [14].

Group 1: Panel Price Trends - In July 2025, TV panel prices declined while monitor and laptop panel prices remained stable, influenced by brand customers adjusting their procurement orders for Q3 [1] - The average price for 32-inch and 43-inch TV panels is expected to drop by $1, while 50-inch and 55-inch panels will decrease by $2, and 65-inch and 75-inch panels will fall by $3 [3] - The overall trend for monitor panels has shifted to a stable state due to slowing demand and the impact of declining TV panel prices [4] Group 2: Market Demand and Supply - TV panel demand remains weak in July, with brand customers managing inventory through order adjustments and using this as leverage for negotiations [1] - Despite expectations for a potential increase in monitor panel prices, demand has shown signs of slowing, with only a few specifications experiencing minor supply shortages [4] - Laptop panel demand is anticipated to perform well in July and August, but manufacturers are hesitant to raise prices, opting instead for discounts to maintain customer relationships [5]

Core Viewpoint - The report indicates a decline in television panel prices in July 2025, while prices for monitor and laptop panels remain stable [1]. Group 1: Television Panels - The average price for a 65-inch television panel is $173, down by $3 from the previous month, a decrease of 1.7%. The lowest price recorded is $167, and the highest is $177 [3]. - The average price for a 55-inch television panel is $124, down by $2 from the previous month, a decrease of 1.6%. The lowest price is $118, and the highest is $127 [3]. - The average price for a 43-inch television panel is $64, down by $1 from the previous month, a decrease of 1.5%. The lowest price is $62, and the highest is $65 [4]. - The average price for a 32-inch television panel is $35, down by $1 from the previous month, a decrease of 2.8%. The lowest price is $34, and the highest is $36 [4]. Group 2: Monitor Panels - Monitor panel prices remained stable in July 2025 [5]. - The average price for a 27-inch IPS panel is $63, with a lowest price of $57.6 and a highest price of $65.8 [6]. - The average price for a 23.8-inch IPS panel is $49.9, with a lowest price of $47.1 and a highest price of $51.4 [7]. Group 3: Laptop Panels - Prices for laptop panels across various sizes remained unchanged in July 2025 [8]. - The average price for a 17.3-inch TN panel is $38.3, with a lowest price of $37.7 and a highest price of $39.8 [8]. - The average price for a 15.6-inch Value IPS panel is $40.3, remaining the same as the previous month, with a lowest price of $38.6 and a highest price of $41.9 [9]. - The average price for a 14.0-inch TN panel is $26.9, with a lowest price of $26.4 and a highest price of $28.1 [9]. - The average price for an 11.6-inch TN panel is $25.1, with a lowest price of $24.2 and a highest price of $26.5 [9].

Core Insights - The article discusses the price trends of display panels as reported by TrendForce, highlighting a decline in television panel prices while monitor and laptop panel prices remain stable [1][10]. Television Panels - The average price for a 65-inch television panel is $173, down by $3 or 1.7% from the previous month, with a range between $167 and $177 [5]. - The average price for a 55-inch television panel is $124, down by $2 or 1.6%, with a range between $118 and $127 [5]. - The average price for a 43-inch television panel is $64, down by $1 or 1.5%, with a range between $62 and $65 [6]. - The average price for a 32-inch television panel is $35, down by $1 or 2.8%, with a range between $34 and $36 [6]. Monitor Panels - Monitor panel prices remained stable in July, with the average price for a 27-inch IPS panel at $63, ranging from $57.6 to $65.8 [7]. - The average price for a 23.8-inch IPS panel is $49.9, with a range between $47.1 and $51.4 [8]. Laptop Panels - Laptop panel prices have remained unchanged, with the average price for a 17.3-inch TN panel at $38.3, ranging from $37.7 to $39.8 [9]. - The average price for a 15.6-inch Value IPS panel is $40.3, consistent with the previous month, ranging from $38.6 to $41.9 [9]. - The average price for a 14.0-inch TN panel is stable at $26.9, with a range between $26.4 and $28.1 [9]. - The average price for an 11.6-inch TN panel is also stable at $25.1, ranging from $24.2 to $26.5 [9].

Core Viewpoint - The global panel industry experienced a shift from optimistic expectations at the beginning of 2025 to price adjustments by mid-year, reflecting a dual market scenario influenced by policy stimuli and macroeconomic uncertainties [1][20]. Television Panels - The price trend of television panels in the first half of 2025 transitioned from demand-driven growth to rational adjustments due to supply-demand dynamics [2]. - In Q1, television panel prices rose significantly due to strong demand driven by policies like "trade-in" in China, particularly in lower-tier markets, and a continued trend towards larger screen sizes [3][4]. - By Q2, the market cooled as demand weakened, particularly in North America, and the effects of the "trade-in" policy diminished, leading to increased inventory levels among brand manufacturers [5][6]. - As demand declined, price pressures emerged, with mainstream sizes like 43-inch, 55-inch, and 65-inch panels seeing a price drop of $1 in June, marking a market turning point [6]. Monitor Panels - Monitor panel prices remained relatively stable in the first half of 2025, showing resilience despite traditional seasonal demand dips [7]. - The introduction of "trade-in" subsidies for monitors in China helped stimulate demand, allowing manufacturers to cautiously raise prices [8]. - However, as the peak of inventory buildup passed and television panel prices fell, monitor demand growth slowed, leading to a stabilization in prices [9]. - The gaming monitor segment, particularly OLED technology, emerged as a new growth area, with projected shipments reaching 3.3 million units in 2025, a 65% year-on-year increase [9]. Notebook Panels - Notebook panel prices remained stable throughout the first half of 2025, reflecting a balance of various market forces amid uncertainties [11]. - Despite cautious behavior due to fluctuating international trade relations, brands are optimistic about demand in the latter half of the year, leading to increased orders for notebook panels [12]. Company Performance - TCL Technology's semiconductor display business is expected to achieve a net profit exceeding 4.6 billion yuan, a year-on-year increase of over 70%, while other companies like Rainbow and Huayi reported declines [14][15]. - Companies are adjusting strategies in response to market volatility, with a trend towards consolidation and resource optimization [17][18]. - Some manufacturers are diversifying into non-consumer display markets, with companies like Deepin Technology increasing revenue from sectors like automotive and professional displays [19]. Market Outlook - The first half of 2025 saw a complex interplay of factors affecting the global panel market, with television panel price fluctuations and relative stability in monitor and notebook panels shaping the overall landscape [20]. - Companies are enhancing operational capabilities through market expansion, scale reduction, and diversification to navigate uncertainties [21]. - The macroeconomic environment remains a significant variable for the panel market, influencing demand through global economic recovery, consumer purchasing power, and geopolitical risks [22].