[Insights] The Panel Prices in Late December: Declines in TV, Monitor, and NB Applications

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According to the latest panel price data released by TrendForce in late December, due to subdued demand at the year-end, prices for panels in the TV, monitor, and notebook (NB) segments have all experienced declines. Details are as follows:

TV Panel:

As we approach the year-end, with less-than-ideal results from the Black Friday promotions, there’s only a modest demand rebound observed for channel-owned brands with better sales performance. Major first-tier brands continue to adjust their panel order demands.

However, panel manufacturers are actively controlling output and inventory levels through production cuts. They even announced a nearly two-week annual preventive maintenance during the Lunar New Year in the first quarter of the coming year to ease the pressure of falling prices, while creating an atmosphere conducive to a potential reversal in panel prices.

Due to the signs of an expanding production cut, the current observed decline in TV panel prices in December is comparable to November, with a $2 decline for 32″ and 43″, a $3 decline for 50″, a $2 decline for 55″, and a $3 decline for 65″ and 75″.

Monitor Panel:

For monitor panels, demand has remained weak throughout the fourth quarter. Panel manufacturers had only made slight concessions in prices for high-end models in the past few months. However, entering December, the pressure of price declines has extended to mainstream panel specifications. To maintain shipping momentum, some panel manufacturers have noticeably softened their pricing stance. The observed decline in December is expected to be $0.2 for 23.8″ Open Cell panels and $0.1 for 21.5″, 23.8″, and 27″ panels.

NB Panel:

In terms of notebook panels, demand has significantly weakened in the fourth quarter. Faced with the pressure to maintain shipping momentum, panel manufacturers are experiencing changes in the previously stable panel prices over the past few months. As a result, buyers are beginning to have more negotiating power.

Observing panel prices in December, apart from 11.6″ and 14″/15.6″ TN models maintaining stability due to lower prices and limited supply, prices for 14″/15.6″ IPS models are expected to see a slight decline of $0.1.