Panel Prices Show Divergent Trends in March: TV and Monitor Costs Rise While Laptop Displays Stabilize

Stock News
03/21

According to the latest market analysis, March has seen television and monitor panel prices increase, while laptop panel prices have halted their decline. The specific trends are detailed below.

Television Panels: As March progresses, brands continue preparations for promotional events scheduled after the second quarter, including the World Cup, China's 618 shopping festival, and North America's Prime Day. Consequently, demand for television panels remains stable. Additionally, facing ongoing cost pressures from memory and various components, brand clients are showing increased willingness to build inventory ahead of schedule. Panel manufacturers are expected to leverage this stable demand to maintain upward price momentum. Current projections for March indicate price increases of $1 for 32-inch, 43-inch, and 50-inch TV panels, $2 for 55-inch panels, and $3 for 65-inch and 75-inch panels.

Monitor Panels: Demand for LCD monitor panels remained stable in March. Although production for most monitor specifications has not been directly significantly impacted by memory price increases and shortages, recent cost pressures from various raw materials and components have begun to affect panel manufacturers. This has led to increased costs for components and production. With panel makers facing sharp cost pressure, they are actively seeking to reflect these increases in pricing. The upward trend in monitor panel prices is expected to widen slightly in March. For Open Cell panels, the 23.8-inch FHD IPS model is projected to increase by $0.3-$0.4, and the 27-inch FHD IPS model by $0.3. For panel modules, the 23.8-inch FHD IPS is expected to rise by $0.3, and the 27-inch FHD IPS by $0.1-$0.2.

Laptop Panels: Laptop panel demand maintained its existing momentum in March. However, factors such as significant memory cost increases and recent CPU shortages and rising costs are expected to impact the market entering the second quarter. If component sets cannot be fully satisfied, panel demand may see adjustments. Furthermore, panel manufacturers are now clearly feeling cost pressures from upstream components, which are rapidly compressing profit margins. This has led to a firmer stance on maintaining panel prices. As a result, laptop panel prices are projected to stabilize across the board in March.

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