TrendForce: TV panel prices are expected to trend downward in July

On July 7, TrendForce announced its July panel price trend forecast: In July 2025, TV panel prices will continue to decline, while monitor and notebook prices will remain the same. The specific contents are as follows:

1. TV panels

Entering July, the demand for TV panels is still weak. Some brand customers continue to revise their purchase orders for the third quarter. While controlling inventory, they also increase their bargaining chips with panel manufacturers. After all, for brands, demand during the peak promotional season in the fourth quarter still depends on stocking up in the third quarter. If brands can secure good purchase price concessions, panel demand in the third quarter may still be supported to a certain extent.

As far as panel manufacturers are concerned, the rhythm of on-demand production continues. However, against the background of slowing overall demand, some panel manufacturers will indeed consider accepting brand requirements, causing panel prices to begin to fall slightly. Judging from the price trend of TV panels in July, 32-inch and 43-inch panels are currently expected to fall by US$1, while 50-inch, 55-inch, 65-inch and 75-inch panels are expected to fall by US$2.

2. Display panels

After entering the third quarter, the demand for display (MNT) panels has also begun to show signs of slowing down, and only a few sizes and specifications still have a small gap in supply. At the same time, TV panel prices began to decline, which also affected MNT panels. Price trends. Observing the overall display panel price trend in July, it is currently estimated that both open cell panels and panel modules will enter a comprehensive flat trend.

3. Laptop panels

As far as the demand for notebook (NB) panels is concerned, after entering the third quarter, the outlook of some brand customers has become more optimistic, and the demand momentum has slightly increased. However, the bargaining attitude with panel manufacturers has also become more active, hoping to obtain more price concessions through incremental increases. At this stage, various panel manufacturers are still trying to stabilize customer demand through non-public price concessions, maintain their respective market shares, and also maintain surface price stability.

Judging from the current situation, the overall price of laptop panels is currently expected to remain flat in July, but subsequent price trends will still depend on the outcome of negotiations between brand customers and panel manufacturers. (Text: TrendForce Consulting)

TrendForce 2024 Panel Industry Chain Supply, Demand and Price Report

Publication date: 2024 Updated monthly/quarterly
File format: PDF/EXCEL
Report language: Chinese/English
Number of pages: Depends on the specific circumstances of each sub-report