On January 7, 2026, BOE Technology Group - one of the world's largest display panel manufacturers - shared optimistic updates during an investor briefing.
Since December 2025, TV brands have been ramping up orders aggressively in preparation for an upcoming major sports event (widely understood to be the 2026 FIFA World Cup co-hosted by the US, Canada, and Mexico, along with other big sporting spectacles throughout the year). This surge in demand has driven higher shipment volumes for TV panels.
Combined with the industry's ongoing "produce-to-order" discipline - where major manufacturers carefully match output to real demand rather than flooding the market - this has created favorable conditions for TV panel prices to finally start rising.
For monitors (MNT), the outlook is also positive. On the demand side, several key brands are now releasing pent-up restocking orders, boosting preparation needs for monitor panels.
On the supply side, capacity is feeling the squeeze: TV and other product lines are competing for the same production resources, while some overseas facilities have scaled back or closed. This has led to structural supply tightness in certain monitor sizes, resulting in month-on-month price increases for select monitor panel categories.
Overall, after a prolonged period of soft pricing in the display industry, these latest dynamics suggest the market may be shifting toward a healthier balance between supply and demand - potentially good news for panel makers and a sign that the era of rock-bottom prices could be easing.
(Note: This is based on BOE's latest market assessment and third-party industry analysis. Actual price movements will depend on global demand trends, especially around major 2026 sporting events that typically drive big-screen TV purchases worldwide.)
