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群智咨询:11月份中高端面板面临下跌压力 笔电主流细分市场价格竞争将进一步加剧
Zhi Tong Cai Jing· 2025-11-08 08:13
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].