智通财经APP获悉，1月7日，群智咨询发布2026年1月IT面板价格风向标（上旬版）。群智咨询预测，1 月份 Monitor LCM 面板价格将整体保持稳定，入门级FHD IPS OC 面板或将迎来小幅上涨。 1月份，全球显示器面板市场价格将呈现 "整体持稳，局部上涨" 的格局。需求端来看，尽管 1 月仍处于 传统淡季周期，但品牌间需求表现因库存水平与成本敏感性差异呈现显著分化：部分品牌显示器面板库 存已降至安全偏下区间，具备一定的补库动力，带动需求环比释放；同时受 TV 面板价格传导效应及显 示器面板涨价预期的双重影响，成本敏感型客群提高面板备货力度，共同托底 1 月整体需求保持稳健。 供应端来看，海外产能收缩叠加 TV 与移动应用对显示器产能的挤压，使得显示器面板（尤其是 IPS 面 板）产能供应结构性紧张问题愈发凸显；与此同时，主流面板的供应集中度持续提升，面板厂商议价权 进一步增强，叠加显示器面板长期低盈利现状与上游材料涨价带来的成本压力，面板厂商的涨价诉求愈 发强烈。 27"FHD，1月 IPS Open cell主流面板价格环比上涨$0.2，LCM主流面板价格环比持平。 Notebook面板 1 ...

Core Insights - The global display panel market is expected to maintain price stability in November, with mainstream specifications likely to remain steady while high-end panels face downward pressure due to weak demand and supply adjustments [1][2]. Monitor Panels - In November, the global monitor panel market continues to show price stability, driven by weak demand characterized by high inventory levels among brand manufacturers and reduced procurement activity [2]. - The end of government subsidy policies has led to diminishing market stimulation, further contracting consumer demand [2]. - Panel manufacturers are adopting a "production on demand" strategy to maintain a dynamic balance in supply and demand, with some reducing supply to enhance bargaining power [2]. - Specific price performance for mainstream specifications in November includes: - 21.5" FHD: Prices expected to remain flat - 23.8" FHD: Prices expected to remain flat - 27" FHD: Prices expected to remain flat [2]. Notebook Panels - The notebook panel market continues to experience weak demand in November, leading to sustained price pressure [3]. - High inventory levels among brand manufacturers are prompting cautious procurement orders as the peak stocking season has concluded [3]. - Despite tariff adjustments alleviating some cost pressures, the overall cost burden from rising core component prices remains significant, with brands strongly transmitting cost pressures to panel suppliers [3]. - Price performance for notebook panels in November includes: - Low-end HD TN: Prices expected to remain flat - IPS FHD & FHD+: Prices for 16:9 and 16:10 mainstream specifications expected to decrease slightly by $0.2; high-end specifications continue to show price differentiation [3].