Panel Price Trends for January 2025: TV Panels Surge, Monitor and Laptop Panels Hold Steady
On January 20, 2025, TrendForce released its latest panel price data for the month. The report highlights a surge in demand for TV panels, driving prices upward, while monitor and laptop panel prices remain stable.
TV Panels: Strong Demand Fuels Price Increases
The TV panel market is experiencing robust demand, with prices rising across the board. A key driver is China's extended trade-in policy, which continues to support stable TV purchasing demand through 2025. Notably, demand for extra-large-sized panels is particularly strong. To meet this demand, panel manufacturers have decided to skip annual maintenance shutdowns during the Lunar New Year. Additionally, a recent shortage in polarizer supply has further emboldened manufacturers to raise prices.
Here’s a breakdown of TV panel price changes:
- 32-inch and 43-inch panels: Up by $1 each
- 50-inch panels: Prices remain unchanged
- 55-inch panels: Up by $1
- 65-inch, 75-inch, and 85-inch panels: Strong demand drives increases of $2, $3, and $4, respectively
Monitor Panels: Stability Amid Low Demand
According to TrendForce research vice president Fan Bo-Yu, monitor panel demand in Q1 2025 is expected to remain similar to Q4 2024. While overall demand is low, it hasn’t worsened further. The rising prices of TV panels could lead to production capacity shifts, potentially benefiting monitor panel demand. This scenario gives manufacturers more leverage to maintain stable prices and explore opportunities for future increases. Currently, both buyers and sellers agree on price stability, so monitor panel prices are projected to remain unchanged in January.
Laptop Panels: Tariff Uncertainty Keeps Prices Flat
Laptop panel demand has been influenced by tariff concerns, with some brand clients increasing inventory since December 2024. However, the actual policy direction under the Trump administration remains unclear. Most panel manufacturers are prioritizing price stability. While some brands have shown stronger short-term demand, the post-March outlook depends heavily on future policy developments. As a result, many brands are adopting a wait-and-see approach, leading to flat laptop panel prices in January.
In summary, January 2025 sees a clear divergence in panel price trends, with TV panels leading the charge while monitor and laptop panels hold steady amid cautious market conditions.
On January 20, 2025, TrendForce released its latest panel price data for the month. The report highlights a surge in demand for TV panels, driving prices upward, while monitor and laptop panel prices remain stable.
TV Panels: Strong Demand Fuels Price Increases
The TV panel market is experiencing robust demand, with prices rising across the board. A key driver is China's extended trade-in policy, which continues to support stable TV purchasing demand through 2025. Notably, demand for extra-large-sized panels is particularly strong. To meet this demand, panel manufacturers have decided to skip annual maintenance shutdowns during the Lunar New Year. Additionally, a recent shortage in polarizer supply has further emboldened manufacturers to raise prices.
Here’s a breakdown of TV panel price changes:
- 32-inch and 43-inch panels: Up by $1 each
- 50-inch panels: Prices remain unchanged
- 55-inch panels: Up by $1
- 65-inch, 75-inch, and 85-inch panels: Strong demand drives increases of $2, $3, and $4, respectively
Monitor Panels: Stability Amid Low Demand
According to TrendForce research vice president Fan Bo-Yu, monitor panel demand in Q1 2025 is expected to remain similar to Q4 2024. While overall demand is low, it hasn’t worsened further. The rising prices of TV panels could lead to production capacity shifts, potentially benefiting monitor panel demand. This scenario gives manufacturers more leverage to maintain stable prices and explore opportunities for future increases. Currently, both buyers and sellers agree on price stability, so monitor panel prices are projected to remain unchanged in January.
Laptop Panels: Tariff Uncertainty Keeps Prices Flat
Laptop panel demand has been influenced by tariff concerns, with some brand clients increasing inventory since December 2024. However, the actual policy direction under the Trump administration remains unclear. Most panel manufacturers are prioritizing price stability. While some brands have shown stronger short-term demand, the post-March outlook depends heavily on future policy developments. As a result, many brands are adopting a wait-and-see approach, leading to flat laptop panel prices in January.
In summary, January 2025 sees a clear divergence in panel price trends, with TV panels leading the charge while monitor and laptop panels hold steady amid cautious market conditions.