Stronger TV Panel Purchasing Momentum in July, According to TrendForce

---

---

TrendForce reported that TV panel purchases are gaining momentum in the early July, with both Chinese and other major brand customers increasing their orders in preparation for the busy promotional season in the second half of the year. Overall, the purchasing momentum is expected to grow by 7-8% in the quarter. The demand-driven growth, coupled with balanced supply and demand, is likely to sustain the upward trend in TV panel prices. For July, prices are projected to rise by $2 for 32-inch panels, $3 for 43-inch panels, $6 for 50-inch and 55-inch panels, $7 for 65-inch panels, and $8 for 75-inch panels.

Meanwhile, MNT panel prices have experienced slight increases, but the market demand for commercial models remains weak compared to consumer models. Consequently, the price hikes are expected to be modest, and various panel manufacturers are implementing different pricing strategies for different customers and sizes. For July, MNT panel Open Cell prices are expected to rise by approximately $0.2 to $0.5, while 21.5-inch module prices will increase by $0.2 and 23.8-inch module prices by $0.1. Prices for 27-inch modules will remain stable.

As for NB panel prices, after a stable period, panel manufacturers are contemplating raising prices in the third quarter. However, brand customers remain cautious about the demand for the second half of the year, resulting in ongoing negotiations with panel manufacturers. The demand for lower-end TN models is stronger than for higher-end IPS models, leading brand customers to tend to accept slight increases in TN panel prices. For July, mainstream sizes like 14-inch and 15.6-inch TN models are expected to see a minor increase of $0.1, while prices for IPS models will remain stable.