Jibang Consulting: Overall TV, monitor and laptop panel prices remained stable in September

The Zhitong Finance App learned that on September 21, TrendForce Jibang Consulting announced the September panel price trend. In September 2026, the overall prices of TVs, monitors and laptop panels remained stable.

TV panel

In September, demand for TV panels remained stable, but panel manufacturers were already feeling the pressure of rising component costs one after another. In mid-September, China's top three panel manufacturers issued panel price increases one after another, sending a signal that panel prices must respond moderately under the pressure of rising costs.

As for current observations, on the one hand, major brand customers continue to prepare for demand during the peak season at the end of the year, and on the other hand, they are still facing scarce pressure in purchasing other components such as memories; therefore, on the premise of maintaining market share, customers should not drastically revise panel purchases, which also provides an opportunity for panel manufacturers to show a more positive attitude.

In addition, panel manufacturers are also planning to adjust production capacity for 3 to 7 days during the 11th holiday. By regulating supply and demand, it is estimated that the pressure on the subsequent decline in TV panel prices will ease. Based on current observations, TV panel prices are expected to remain flat across the board in September, and look for opportunities to rise.

display panel

Overall demand for display panel panels was weak in the third quarter, but against the backdrop of continuing to increase cost pressure on the component side, panel manufacturers insisted on panel prices, and there was not much room for concessions. Brand customers also understand this situation and can accept that panel prices remain stable.

On the other hand, as major panel manufacturers are beginning to prepare for a steady rise in TV panel prices, panel manufacturers are also still evaluating whether there is an opportunity to follow up on display panel prices. Once TV panels establish an upward trend, display panels will also follow up the price increase to ease the pressure of rising costs. Looking at the current trend of monitor panel prices in September, it is estimated that mainstream model specifications will remain flat across the board.

laptop panel

Entering September, demand for laptop panels was still weak. Brand customers continued to adjust their procurement momentum. It is estimated that the purchasing momentum of major brand customers in the third quarter will decrease by more than 20% in the quarter, and it is not ruled out that demand will continue to weaken in the fourth quarter. The estimated quarterly decline is at a double digit level.

With demand so weak, panel manufacturers are indeed under great pressure to ship, but under the pressure of rising component costs, it is also difficult for panel manufacturers to obtain more orders by making more concessions on panel prices. Under the signal that panel manufacturers continue to release upward pressure on costs, most brand customers understand this situation. They are not too demanding that panel manufacturers continue to reduce panel prices. Buyers and sellers still agree on price stability as the main consensus. Looking at the current trend of laptop panel prices in September, it is estimated that the trend will remain flat across the board.