Crowd wisdom consultation: It is expected that the prices of mainstream Open cell and LCM will fully rebound in March.

On March 6th, the latest research report from Guanzhi Consulting pointed out that entering March, although the overall capacity utilization rate of global LCD production lines has seen a significant rebound, the continuous capacity constraints on display panels continue due to the early increase in TV panel demand and the widening gap in profit levels between monitors and TV panels. From the demand side, there is an increase in demand from OEMs, who have strategically started early stocking. From the supply side, improving the profit status of monitor panels has become a consensus among all panel manufacturers, and the importance of pursuing market share is beginning to weaken. The global display panel market supply-demand environment is gradually tightening, and panel prices are fully recovering. Overall, Guanzhi Consulting predicts that mainstream Open cell and LCM prices are expected to fully rebound in March. The performance of various sizes is as follows: - 21.5" FHD, the price of Open cell panels in March is expected to rise by $0.2, and the LCM price by $0.1. - 23.8" FHD, the price of Open cell panels in March is expected to rise by $0.2, and the LCM price by $0.1. - 27" FHD, the price of Open cell panels in March is expected to rise by $0.2, and the LCM price by $0.1; the price of mainstream Gaming model panels is expected to rise by $0.3~0.5. In terms of notebook panels, entering March, major brands are still continuously optimizing inventory, with overall low demand for panels. As semiconductor core component prices rise, brands are increasing their demand for low-cost options. From the supply side, price competition between panel manufacturers continues to be intense in order to compete for market share. Guanzhi Consulting predicts that mainstream panel prices in March will still experience a slight decline. The performance of various sizes is as follows: - Low-end HD TN: mainstream TN LCM prices in March will remain stable. - IPS FHD & FHD+ products, the mainstream 16:9 specifications are expected to see a slight decline of $0.1 in March, while the mainstream 16:10 prices are expected to decrease by approximately $0.2~0.3. - High refresh rate products, panel prices will see a slight decrease.