The demand for TV panels has slowed down since October, prompting panel manufacturers to adjust production capacity.

 

Starting with TV panels, as year-end promotional stockpiling draws to a close, some brands have begun adjusting their inventory levels, leading to a slowdown in demand for TV panels. Panel manufacturers plan to regulate production during the National Day holiday in October, with Chinese panel makers scheduling production cuts ranging from 3 to 7 days. As a result, average utilization rates, which remained above 80% in Q3, are expected to fall below 80% in October. This move aims to stabilize TV panel prices. Observing the price trends for October, TV panel prices from 32 inches to 75 inches remained flat across the board.

Demand for monitor panels continues to weaken, with a projected 9% decline compared to September. Despite the softening demand, panel makers are reluctant to actively accommodate customer demand for mainstream models such as FHD panels, mainly due to ongoing losses. They are also unwilling to offer further price concessions. Both buyers and sellers have only reached a consensus on maintaining stable prices, and monitor panel prices are expected to remain flat in October.

Laptop panel demand is also projected to weaken. In addition to under-the-table discounts, brand clients have become more aggressive in pushing for further price reductions. Panel makers are expected to agree to these demands and begin reflecting partial price cuts during this off-season. Looking at the October price trends, entry-level TN panels are expected to stay flat due to already low prices and slim profit margins. For IPS panels, only some 16:10 models may maintain flat pricing, while prices for other models are expected to decline by around $0.1.

▲ TrendForce 10 月上旬面板價格預測。（Source：TrendForce）

ChatGPT 說：

According to TrendForce's early October panel price forecast, the average prices for TV panels are as follows:

• 65-inch: $173

• 55-inch: $124

• 43-inch: $64

• 32-inch: $35

For monitor panels:

• 27-inch: $63

• 23.8-inch: $49.9

For laptop panels:

• 17.3-inch: $38.2

• 15.6-inch: $40.2

• 14-inch: $26.9

• 11.6-inch: $25.1

（首圖來源：shutterstock）