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[Insights] Late February Panel Prices Update, TV Panel Prices Return to Rising Trend
TrendForce has released the latest panel quotations for late February.
TV panel prices shall rise in February due to low inventory stimulating demand; Monitor panel demand remains steady, with some increase due to TV panel price trends; Notebook panel demand declines, with prices expected to drop for FHD IPS and 16:10 models in February. More details are as follows:
- TV
Despite the reduced demand, panel manufacturers continue to adjust supply capacity to match. Due to fewer working days in February and the Lunar New Year holiday, the average utilization rate is expected to drop to below 60%.
With TV panel inventory not high in the supply chain, manufacturers’ production control strategies have successfully stimulated a gradual recovery in TV panel demand. Customers may advance some demand, so it is anticipated that TV panel prices will return to an upward trend in February.
Currently, it is expected that prices for 32-inch, 43-inch, and 50-inch panels will increase by 1 USD, while 55-inch panels will rise by 2 USD, 65-inch panels by 3 USD, and 75-inch panels by 2 USD in February.
- Monitor
Although demand for monitor panels is currently in the off-season, factors such as reduced working days in February, panel production cuts, and unstable shipping conditions are prompting some customers to increase orders.
Additionally, with the established upward trend in TV panel prices in February, there is a chance for monitor panel prices, especially Open Cell panels, which are more closely linked to TV panels, to stabilize.
It is expected that in February, Open Cell panel prices may increase by 0.1 to 0.2 USD, while panel module prices will remain generally stable.
- Notebook
The demand for notebook panels remains in the off-season during the first quarter, especially as some customers maintained momentum in the fourth quarter of last year, resulting in higher inventory levels.
Therefore, they significantly reduced order volumes in the first quarter and also demanded panel manufacturers to maintain the trend of price reductions. In this weak demand environment, panel manufacturers are less likely to hold stable prices.
Different strategies among panel manufacturers also increase the chances of continued downward trends in notebook panel prices, and the time for a comprehensive turnaround has not yet arrived.
It is expected that in February, only TN models of notebook panel prices may remain stable, while FHD IPS models are expected to decline by 0.1 USD, and 16:10 models are expected to decline by 0.2 to 0.3 USD.
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