Crowd wisdom consultation: It is expected that the prices of display panels will start to rise in March, entering a period of overall price increase.

date
06/03/2025
avatar
GMT Eight
The Sigmaintell consultancy released a statement, indicating that, considering both supply and demand, monitor panel prices are expected to start rising across the board in March, entering a period of price increase. This round of price increase is expected to continue until the second quarter, but the overall increase is expected to be relatively moderate. Sigmaintell forecasts that in March, mainstream specifications of Monitor OC and LCM panels are likely to see a comprehensive price increase. The performance of various sizes is as follows: 21.5" FHD, in March, the prices of both Open cell and LCM panels are expected to increase by $0.2; 23.8" FHD, in March, the prices of both Open cell and LCM panels are expected to increase by $0.2; 27" FHD, in March, the prices of both Open cell and LCM panels are expected to increase by $0.2; Sigmaintell believes that in March, the global monitor panel market will continue the upward trend seen previously, with strong demand on the demand side and a continued tight supply side. As the first quarter comes to an end, with OC prices of monitor panels already starting to rise in February, monitor panel prices are expected to enter a overall upward trend. The demand for stocking up by budget-conscious customers will become more active; on the supply side, the demand for TV panels in March remains stable, while panel capacity for monitor panels continues to be squeezed, leading to a continued tight supply of panels. At the same time, the trend of inventory stocking by monitor brands for terminal promotions in the second quarter shows early signs, mainly due to the increase in uncertainty in the supply of large-sized panels in the second quarter. This will further increase the purchasing demand for monitor panels among some brand manufacturers in March. Notebook Panels Entering March, driven by the dual effects of tariffs and government subsidy policies, the global notebook panel market continues to show strong demand; on the supply side of notebook panels, capacity is relatively abundant, with efforts being made to meet the increased demand for notebook panels, maintaining a relatively balanced supply-demand relationship in the global notebook panel market in March. Overall, Sigmaintell forecasts that TN panel prices will remain stable in March, with mainstream 16:9 specifications remaining stable; mainstream 16:10 specification prices remaining stable, but with the introduction of new capacities, entry-level model prices may see a slight decrease; in the fierce competition of technology, prices of high-end panels will show a certain differentiation. The performance of various sizes is as follows: Low-end HD TN: The average price of mainstream TN LCM is expected to remain flat in March; IPS FHD & FHD+ products, mainstream 16:9 specification panel prices remain stable in March, with 16:10 mainstream specification panel prices unchanged, entry-level model prices slightly decreasing by $0.1, and high-end specification panel prices continuing to show a differentiation trend.

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