Research: TV panels up $1-2 in some sizes in January

    Research and study organization Chipotle (TrendForce) released January panel price forecasts on January 6, China's domestic demand for TV stocking in January to maintain hot, TV panel prices are expected to rise space, part of the size of the rise of 1-2 U.S. dollars, monitor and notebook panel prices are estimated to be flat.


    Chip said that in January, with the continuation of the old-for-new policy, TV stocking demand remains strong, coupled with the international brand customers are about to start the new year under the stocking, the overall demand is expected to maintain a stable trend.

    Due to stronger demand than expected, the panel factory also changed the previous more conservative strategy, production capacity has a higher chance will not be in the Lunar New Year for the age of repair adjustments, of which, 32 inches and 43 inches will rise 1 U.S. dollars, 50 inches and 55 inches flat, 65 inches and 75 inches will rise 2 U.S. dollars.

    Display, some brand customers due to panel prices near the bottom, coupled with tariffs under the gradual fermentation of the issue, began to enhance the stocking, it is expected that the first quarter of the stocking momentum will be more clear; for panel makers, because the mainstream specifications of the display panel continues to face loss pressure, so it is urgent to hope that the price to stop declining to stabilize.

    In addition, in the TV panel prices have gradually begun to rise, is also expected to help monitor panel prices stabilize. With demand improving more than expected, Chipotle predicts that monitor panel prices will remain flat in January.

    Laptop panel also due to tariffs fermentation of the impact of some brand customers in December last year in advance of stocking, panel prices also turned flat in December; into January this year, because the actual policy direction is not yet clear for Trump after taking office, the panel factory most likely still do not dare to be too active in adjusting the price strategy.

    Brand customers are also looking at the policy wind direction to decide the subsequent stocking strategy, therefore, the January notebook panel prices in the overall environment is still chaotic and unclear situation, both buyers and sellers are more robust attitude to correspond to the panel price trend is expected to remain mainly flat.

    Regarding this year's panel market conditions, Chairman of the Board of Directors of Qun Chuang Hong Jin Yang believes that this year's growth in demand for the panel industry, mainly focusing on the volume of TV panels, prices are expected to gradually warm up, PC and notebook applications can also be expected to have a small amount of growth, optimistic that 2025 will be more than 2024 to show a moderate growth. AUO Director Peng Shuanglang believes that the industry is relatively optimistic about supply and demand in 2025, driven by the industry's “on-demand production” and the warming up of commercial models and the expected wave of replacement.