Panel price observation | In January 2025, TV panel prices are expected to show an upward trend

Yesterday, TrendForce Consulting announced its panel quotation for early January. TrendForce Consulting stated that in January 2025, the price of TV panels is expected to show an upward trend; the prices of monitors and notebook panels remain stable.

 

1. TV

Entering January 2025, as China's trade-in policy continues, TV stocking demand remains hot, and international brand customers are about to start stocking for the new year, and overall demand is expected to remain stable. As demand is stronger than expected, panel manufacturers have also changed their previous conservative strategies, and there is a higher chance that production capacity will not be adjusted in the Lunar New Year. At the same time, TV panel prices are expected to have room for growth under the heat of demand. Currently, it is expected that TV panel prices in January will rise by 32-inch and 43-inch will rise by $1, 50-inch and 55-inch and 65-inch and 75-inch will rise by $2.

 

2. Monitor

Since December 2024, some MNT brand customers have begun to increase stockings due to the fact that the panel prices are close to the bottom and the tariff issues are gradually fermenting. It is estimated that the stocking momentum in the first quarter will be more clear. For panel manufacturers, because the mainstream MNT panels have continued to face loss pressure, they are eager to stop falling and stabilize. In addition, the price of TV panels has gradually begun to rise, expectations are also expected to help the price of MNT panels stabilize. With demand better than expected, it is currently estimated that the price of MNT panels in January 2025 will remain flat.

 

3. Notebook

NB panels were affected by the fermentation of tariff issues. Some brand customers began to prepare stocks in advance in December 2024, and the panel prices also turned flat in December. After entering January 2025, since the current policy direction is unclear, most panel manufacturers still dare not adjust their price strategies too actively, and brand customers are still waiting and watching the policy trend to determine subsequent stocking strategies. Therefore, in January, the NB panel price in January was in a relatively stable manner, and the buyer and seller responded with a relatively stable attitude, and it is estimated that the panel price trend will be mainly maintained to remain flat.

Yesterday, TrndForce announced its panel quotation for early January. TrendForce said: In January 2025, the price of TV panels is expected to show an upward trend; the prices of monitors and laptop panels remain stable.

1. TV

Entering January 2025, as China's trade-in policy continues, TV stocking demand remains hot, and international brand customers are about to start stocking for the new year, and overall demand is expected to remain stable. As demand is stronger than expected, panel manufacturers have also changed their previous conservative strategies, and there is a higher chance that production capacity will not be adjusted in the Lunar New Year. At the same time, TV panel prices are expected to have room for growth under the heat of demand. Currently pre-