Jibang Consulting: TV and display panel price estimates remained stable in December, and prices for some laptop panel sizes are expected to drop

The Zhitong Finance App learned that on December 5, TrendForce Jibang Consulting announced the December panel price trend forecast: in December 2025, TV and display panel price estimates will remain stable, and prices for some laptop panel sizes will be lowered. The details are as follows: Although demand for TV panels has not cooled down at the end of the year, it is still at a steady level. The main reason is that some brand customers still expect panel prices to be at the bottom, are starting to increase the demand for 1Q26, and will even begin preparing for 1Q26 demand in advance, so that panel manufacturers can still maintain a good level of production and operation rate, and are also starting to prepare an atmosphere for panel price increases. Under this supply and demand situation, there is indeed a chance that the decline in panel prices will end early. Currently, the TV panel price trend in December is expected to completely flatten between 32 and 65 inches.

display panel

After entering the fourth quarter, demand for LCD monitor panels continued to weaken, although demand from some brand customers increased, but even so, panel manufacturers are unwilling to make too many price concessions, and most brand customers can accept that prices remain stable. Therefore, LCD monitor panel prices in December are expected. Apart from the 23.8-inch VA Open Cell panel, which fell 0.2 US dollars due to relatively loose supply, the rest of the sizes, including panel modules and Open Cell panels, remained flat.

laptop panel

Entering December, demand for laptop panels maintained its original expectations. Shortage of memory and price increases have not significantly affected panel purchases. However, some brand customers are still actively demanding that panel manufacturers make more price concessions. This also means that in the past, the preferential methods of panel manufacturers were no longer sufficient to meet customer requirements. In order to maintain customer relationships, panel manufacturers are bound to start making corresponding adjustments to public prices. Therefore, looking at the current trend in laptop panel prices in December, with the exception of the lower tier TN models, the rest of the IPS models are estimated to fall by 0.1 to 0.2 US dollars.