Sigmaintell: Global mainstream-sized monitor panel prices continued a stable trend in November.
Zhitong Finance APP has learned that Sigmaintell stated in a report that in November, global mainstream monitor panel prices continued a stable trend, with the market continuing a price-stabilization game under a weak balance. On the demand side, pre-holiday stocking for the fourth-quarter promotional season at home and abroad has basically ended, and terminal peak-season sales performance has fallen short of expectations. Brand inventories remain at high levels, and restocking momentum is insufficient. On the supply side, panel makers continue their dynamic production control strategy, with the decline in supply broadly matching the decline in demand. The monitor panel market maintains a dynamic balance and a slightly loose pattern. Due to cost pressure from rising material prices, operating pressure on panel makers continues to increase, and their attitude toward price increases has further strengthened. However, amid persistently weak terminal demand and continuously rising complete-device costs, brands have limited acceptance of price increases, and the price game between supply and demand sides continues to drag on. It is expected that prices for specific customer groups will loosen somewhat this month, but based on the current price trend, the momentum to drive average prices higher remains insufficient.
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