TV Panels
Demand is holding up okay. Word is that North American retailers have finally agreed to let small- and mid-size TV set prices go up starting in Q2, which is giving brands more confidence to keep buying panels. With that support, panel makers are pushing to extend the TV price rally.
March expected increases:
32", 43", 50" → +US$1 each
55" → +US$2
65" & 75" → +US$3
Monitor Panels
Monitor demand is also stable, and since TV panels keep going up, panel makers feel more comfortable trying to lift monitor prices across the board.
March outlook looks like this:
Open Cell
23.8" FHD IPS → +US$0.3 (supply-demand still quite tight)
23.8" FHD VA → +US$0.1
27" FHD IPS → +US$0.2
Module
23.8" FHD → +US$0.2
27" FHD → +US$0.1
Notebook Panels
After two months of brands pulling in way more panels than expected (and panel makers giving pretty big discounts to make it happen), March demand is still decent but the big public price cuts have quieted down. Some concessions are probably moving to private deals instead.
So the downward pressure has eased noticeably:
TN panels → expected to stay flat
IPS panels → only a small drop of US$0.1
Bottom line: TV and monitor segments are still in an uptrend thanks to steady demand and better sentiment. Notebook panels, on the other hand, look like they're moving out of the heavy correction phase and into something calmer - maybe even close to bottoming out for some types.
Let me know if you want it even more casual or punchier!
