Core Viewpoint - The panel prices are expected to decline in July 2025, particularly for TV panels, while monitor and laptop panel prices are anticipated to remain stable [3][4][6]. Group 1: TV Panels - Demand for TV panels remains weak, leading some brand clients to adjust their procurement orders for Q3 while negotiating better prices with panel manufacturers [3][4]. - The forecast indicates a price drop of $1 for 32-inch and 43-inch panels, and a $2 drop for 50-inch, 55-inch, 65-inch, and 75-inch panels [4]. Group 2: Monitor Panels - The demand for monitor panels has also shown signs of slowing down, with only a few specifications experiencing slight supply shortages [4]. - The overall price trend for monitor panels is expected to stabilize, influenced by the declining prices of TV panels [4]. Group 3: Laptop Panels - There is a slight increase in optimism regarding the demand for laptop panels, with brand clients becoming more proactive in negotiations for better pricing [6]. - The overall price for laptop panels is expected to remain stable in July, with future price movements dependent on negotiations between brand clients and manufacturers [6].

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].