Panel Price Analysis for Late June

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According to the latest panel price analysis released by TrendForce in late June, TV panel prices continue to rise as panel manufacturers maintain control over their production capacity, ensuring a balance between supply and demand.

Despite lackluster sales performance during the 618 promotion, there has been a significant increase in sales revenue, reflecting strong demand for large-sized products with higher prices. Brand customers have not adjusted their procurement needs accordingly, and overall procurement demand is expected to continue growing as they prepare for the peak season in the second half of the year. This sustained growth in demand is likely to support the continuous upward trend in panel prices. Currently, it is projected that in June, prices for 32-inch panels will increase by 2 US dollars, 43-inch panels by 3 US dollars, 50-inch panels by 7 US dollars, and 55-inch panels by 8 US dollars. Meanwhile, 65-inch and 75-inch panels are expected to see an increase of 10 US dollars.

Following two consecutive months of price hikes by Taiwanese panel manufacturers, Korean and Chinese panel manufacturers have also begun considering raising prices. However, the recent weak demand in the commercial market has led brand customers, primarily focused on commercial sales, to continuously revise down their shipment forecasts. Consequently, the inclination towards price hikes is conservative, and both buyers and sellers remain in a stalemate. It is currently anticipated that Open Cell panel prices for this month will continue the upward trend of the past two months, with an expected increase of approximately 0.2 to 0.5 US dollars. As for panel module pricing, there is a possibility of a 0.1 US dollars increase for 21.5-inch and 23.8-inch organic panels, while 27-inch panels are expected to maintain a stable trend.

The demand for notebook (NB) panels is showing a monthly improvement trend. After several months of price stability, panel manufacturers are gradually becoming more inclined to raise prices. However, brand customers remain cautiously optimistic about the demand in the second half of the year and continue to exercise restraint in their stocking pace. Therefore, the idea of price increases is still leaning towards a conservative and resistant stance. It is currently expected that panel prices in June will remain stable. However, with the ongoing increase in demand, it is not ruled out that starting from July, certain NB panel prices may experience a slight upward trend.