【TrendForce】 2025年上半年受多方面因素影响，品牌厂商在面板方面的操作策略间接牵动面板 驱动IC（Driver IC）的价格走势。 根据TrendForce集邦咨询最新调查，第一季面板驱动IC平均价 格季减约1%至3%，第二季仍有小幅下滑的趋势，但变动幅度有限，显示出近年价格持续下跌的趋 势出现缓和。 从需求面分析价格跌势趋缓原因：其一，由于品牌厂和面板厂调整备货节奏，库存逐渐恢复到健 康水位；其二，中国市场去年开始实施的政策调整刺激需求回升，推动驱动IC出货表现逐季成 长。从供应面来看，因为成熟制程的晶圆代工价格相对稳定，成本面未再出现剧烈波动，有助整 体报价保持平稳。 TrendForce集邦咨询表示，近期市场仍存在变数，首先是原材料金价持续飙升，近日一度突破每盎 司3,300美元，创下新高。由于面板驱动IC封装需使用金凸块（gold bump），金价调涨将增加厂商 材料成本，尽管目前售价未因此调整，但若金价持续走高，业者很有可能会将相关压力反映在报 价上。 地缘因素是另一项潜在风险，美国的对等关税虽然尚未直接针对面板或IC零组件，但若相关产品 被纳入，势必影响整体供应链的生产与运输成本，将 ...

Core Viewpoint - The price decline of panel driver ICs is expected to slow down in the first half of 2025, with a potential stabilization in the second half of the year [1] Group 1: Price Trends - In the first quarter of 2025, the average price of panel driver ICs decreased by approximately 1% to 3% quarter-over-quarter [1] - A slight downward trend is anticipated in the second quarter, but the extent of the decline is expected to be limited [1] - The overall trend of continuous price decline observed in recent years is showing signs of easing [1] Group 2: Market Dynamics - Panel manufacturers are concerned about rising cost pressures, while the supply chain aims to maintain profit margins, leading to a potential negotiation phase between both parties [1] - The driver IC industry will continue to be influenced by three main variables: upstream wafer costs, raw material prices, and policy risks [1] Group 3: Future Outlook - The supply chain is expected to closely monitor gold price fluctuations and geopolitical factors, adjusting their inventory and stocking strategies accordingly to address potential risks and opportunities arising from price trend shifts [1]

Group 1 - The average price of panel driver ICs decreased by approximately 1% to 3% in the first quarter, with a slight downward trend expected in the second quarter, indicating a moderation in the long-term price decline [1] - Demand-side factors contributing to the stabilization of price declines include adjustments in inventory levels by brand and panel manufacturers, as well as a recovery in demand driven by policy changes in the Chinese market [1] - On the supply side, stable wafer foundry prices for mature processes have prevented significant cost fluctuations, helping to maintain overall pricing stability [1] Group 2 - Geopolitical factors pose potential risks, as U.S. tariffs could impact the production and transportation costs of the supply chain, affecting price stability [2] - The panel driver IC prices are expected to remain stable in the second half of the year, with manufacturers concerned about rising cost pressures leading to a potential negotiation phase between panel manufacturers and the supply chain [2] - The driver IC industry will continue to be influenced by upstream wafer costs, raw material prices, and policy risks, with supply chains closely monitoring gold price fluctuations and geopolitical conditions to adjust inventory strategies accordingly [2]