Crowd wisdom consultation: The mainstream specifications pricing of Monitor panels will slightly increase in February, and the increase may further expand in March.

Recently, the Sigmaintell Consulting analyzed the trend of IT panel prices in February 2025. The team believes that multiple factors are pushing for continued short-term growth in global display panel market demand in February. On the supply side, TV panel prices have been rising since the beginning of the year. Panel manufacturers, driven by profit demands, have shifted some of their capacity towards TV panels, leading to a relatively tight supply of display panels. Additionally, the transmission of TV panel price increases has strengthened the willingness of display panel manufacturers to raise prices. Sigmaintell predicts that mainstream specification monitor panel prices will slightly increase in February, with potentially further increases in March. As for Monitor panels, in February, the short-term demand pull characteristic in the global display panel market will continue. New rounds of national subsidy policies have been successively introduced, expanding the coverage of subsidies to include more categories. Currently, policies in Hubei, Jiangsu, and other regions have included display categories, with other provinces also showing a tendency to participate, which will further drive domestic consumer demand. Furthermore, the continuous rise in TV panel prices is influencing the continuous release of demand for low-priced customer groups. Various sizes are performing as follows: 21.5"FHD, in February, Open cell panel prices and LCM prices are expected to rise by $0.1; 23.8"FHD, in February, Open cell panel prices and LCM prices are expected to rise by $0.1; 27"FHD, in February, Open cell panel prices are expected to rise by $0.1, while LCM prices remain steady; As for Notebook panels, in February, the global notebook panel market demand remains stable. From the demand side, on one hand, with the continuous promotion of national subsidy policies, the demand for gaming and high-end consumption in the Chinese market remains relatively stable; on the other hand, the implementation of US tariff policies in February. Brand manufacturers, in order to cushion the impact of tariffs and avoid potential supply risks, will continue to maintain short-term stocking demands; with both factors at play, the overall performance of the global notebook panel market demand in February will remain stable. On the supply side, panel manufacturers continue to implement a "production on demand" strategy, timely adjusting production capacity to maintain a relatively balanced market supply-demand relationship. In summary, Sigmaintell predicts that TN panel prices will remain stable in February, with mainstream 16:9 specification panel prices remaining stable as well. The prices of mid to high-end panels show some differentiation. The performance of various sizes is as follows: Low-end HD TN: Predicted to remain stable in January; IPS FHD & FHD+ products, in January, 16:9 mainstream specification panel prices remain stable. Entry-level and mainstream specification module prices remain steady, while mid to high-end panel prices show a differentiated trend.