TV Panels
TrendForce stated that entering October, it has been observed that the peak-season stocking demand from TV brand customers has come to an end, and overall procurement momentum has begun to show a downward trend. Coupled with the unsatisfactory results of the October 1st promotions and the conclusion of national subsidy policies, brand customers hold a pessimistic outlook for the Double 11 promotion results, leading to a significant weakening of overall demand. Although panel manufacturers have started to implement production capacity adjustments, they are temporarily unable to reverse the trend of supply-demand imbalance. It is estimated that the risk of price pressure on TV panels will gradually expand starting from October.
Regarding the observed TV panel price trends for October, 32-inch and 43-inch panels are expected to remain flat, 50-inch and 55-inch panels are projected to drop by US$1, and 65-inch and 75-inch panels are expected to decrease by US$2.
Monitor Panels
Entering October, overall monitor (MNT) panel demand tends to weaken, with only the release of demand from some domestic projects in China slightly bolstering part of the demand. To improve profitability, panel manufacturers remain cautious about producing persistently loss-making models. Therefore, price competition is mostly focused on higher-end models, while mainstream specifications such as FHD models are expected to remain stable in terms of price. Currently, the price trend of mainstream-spec MNT panels in October is expected to stay flat across the board.
Notebook (NB) Panels
Entering October, apart from a few brand clients that still increased their orders, the demand of most brand clients showed a correction trend. Therefore, during the off-season, client order increases have instead become a bargaining chip. It is observed that panel manufacturers have adopted a more flexible stance on panel prices during the off-season; to maintain ongoing relationships with clients, there is indeed a chance for explicit price reductions to be implemented for some panels.
Regarding the observed NB panel price trends for October, entry-level low-end TN models are expected to remain flat due to their already low price point. Among IPS models, only some 16:10 models are projected to keep their prices unchanged, while the prices of other models are estimated to drop by US$0.1.
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Suzhou Fuheng Automation Technology Co., Ltd. is currently a professional company in China that focuses on the application research, promotion, and technical support of precision dispensing systems such as MARCO, VERMES, V-SMART, EFD, San-Ei (Japan), and Musashi in industries including semiconductor packaging, biopharmaceuticals, precision electronics, fingerprint recognition, and camera display touch modules.
As a professional service provider for precision dispensing applications, our company has assembled a team of over 30 professionals in automation, materials, software vision, and precision dispensing applications, and operates professional application verification laboratories in Suzhou, Shenzhen, and other locations. We have successfully cooperated with equipment vendors and directly provided secondary replacement services to end customers for professional projects at enterprises such as GIS, Samsung, LG, OPPO, Huawei, Tianma, BOE, HiSilicon, and Orbita.
