On April 7th, TrendForce announced its panel price for early April on the 6th. Overall, the price increase trend for full size TV panels remains unchanged, while display panels and laptop panels remain flat. The key to the increase is still to see whether demand strengthens.
Fan Boyu, Vice President of TrendForce Research, pointed out that under the strategy of panel manufacturers to continuously control crop growth rates, coupled with the strengthening of domestic demand in China for TV panel stocking, the trend of TV panel prices continuing to rise in April has been driven. However, at present, the decoupling situation of first and second tier brand customers is more obvious. Due to weak bargaining power, most of the second tier brand customers must accept price increases, and most of the first tier brand customers still have room for negotiation, However, overall, the price increase trend of full size TV panel products remains unchanged. It is expected to increase by $1 for 32 inches, $3 for 43 inches, $6 for 50 inches, $7 for 55 inches, $13 for 65 inches, and $10 for 75 inches in April.
The display panel has gradually stopped falling and remained flat since March. Fan Boyu stated that although the demand for commercial models has remained poor recently, there are signs of a strengthening demand for consumer models, especially for some high-end esports specifications. Therefore, it is expected that the full size of display panels should remain flat this month.
Fan Boyu believes that after the demand for laptop panels enters the second quarter, first-line brand customers are still under pressure from slow inventory depletion, and their demand outlook for the next quarter is still conservative. This has suppressed the desire of panel manufacturers to raise prices. Currently, it is expected that prices for the entire month of April will remain unchanged, and the key to whether prices can be adjusted in the future still depends on whether demand starts to significantly increase.
On April 7th, TrendForce announced its panel price for early April on the 6th. Overall, the price increase trend for full size TV panels remains unchanged, while display panels and laptop panels remain flat. The key to the increase is still to see whether demand strengthens.
Fan Boyu, Vice President of TrendForce Research, pointed out that under the strategy of panel manufacturers to continuously control crop growth rates, coupled with the strengthening of domestic demand in China for TV panel stocking, the trend of TV panel prices continuing to rise in April has been driven. However, at present, the decoupling situation of first and second tier brand customers is more obvious. Due to weak bargaining power, most of the second tier brand customers must accept price increases, and most of the first tier brand customers still have room for negotiation, However, overall, the price increase trend of full size TV panel products remains unchanged. It is expected to increase by $1 for 32 inches, $3 for 43 inches, $6 for 50 inches, $7 for 55 inches, $13 for 65 inches, and $10 for 75 inches in April.
The display panel has gradually stopped falling and remained flat since March. Fan Boyu stated that although the demand for commercial models has remained poor recently, there are signs of a strengthening demand for consumer models, especially for some high-end esports specifications. Therefore, it is expected that the full size of display panels should remain flat this month.
Fan Boyu believes that after the demand for laptop panels enters the second quarter, first-line brand customers are still under pressure from slow inventory depletion, and their demand outlook for the next quarter is still conservative. This has suppressed the desire of panel manufacturers to raise prices. Currently, it is expected that prices for the entire month of April will remain unchanged, and the key to whether prices can be adjusted in the future still depends on whether demand starts to significantly increase.