According to a recent market analysis, mainstream IPS Open Cell panels for monitors are projected to see comprehensive price increases in February. Prices for small-sized LCM panels are also expected to rise slightly, while prices for VA and mid-to-high-end panels are forecast to remain stable month-over-month. This trend is driven by robust demand and tightening supply conditions globally. On the demand side, strong commercial replacement demand overseas and domestic demand related to information technology innovation are providing solid support. Additional pre-stocking demand, spurred by expectations of rising memory chip and panel prices, is also contributing to steady overall demand. On the supply side, production capacity among mainland panel makers is contracting in the short term due to the Lunar New Year holiday. This, combined with continued tightening of capacity among overseas manufacturers and fewer natural working days in February, is leading to a month-over-month decline in overall supply. Furthermore, rising upstream material costs and a supply-demand imbalance that shifts bargaining power toward suppliers are expected to further motivate panel makers to raise prices.

Specific price adjustments for February include: 21.5" FHD IPS Open Cell panel prices increasing by $0.2 month-over-month, with mainstream LCM panel prices rising by $0.1; 23.8" FHD mainstream IPS Open Cell panel prices increasing by $0.3, with mainstream LCM panel prices rising by $0.1; 27" FHD mainstream IPS Open Cell panel prices increasing by $0.3, while mainstream LCM panel prices are expected to remain flat.

In the notebook panel sector, global prices are projected to continue declining at an accelerated rate in February. On the demand side, shortages and price increases for memory chips have significantly raised overall device costs. To control final product pricing and protect margins, brands are passing cost pressures upstream, intensifying their demands for lower notebook panel prices. Even though brands are actively fulfilling pre-stocking needs, their primary goal remains reducing panel procurement costs, creating direct downward pressure on prices. On the supply side, notebook panel production capacity remains ample, and market supply and demand conditions are relatively loose. The combined effect of cost pressure from the demand side and abundant supply is expected to exacerbate the downward trend in panel prices. The analysis predicts that price competition will intensify further in mainstream segments of the global notebook panel market in February, leading to a widening of price declines.

Specific price performances are forecast as follows: Low-end HD TN panels are expected to see mainstream TN LCM average prices remain flat. For IPS FHD and FHD+ products, mainstream 16:9 and 16:10 specification panel prices are projected to decline slightly by $0.3, while prices for mid-to-high-end specification panels are expected to continue showing a differentiated trend.