Jibang Consulting: Demand for panels weakened in the fourth quarter, and price estimates for TV, monitor and laptop panels remained flat in November

The Zhitong Finance App learned that on November 5, TrendForce Jibang Consulting announced the November panel price trend forecast: in November 2026, TV, monitor, and laptop panel price estimates are consistent with the previous month.

TV panel

In November, demand for TV panels was weak, and it is expected that the overall purchasing momentum of major TV brands in the fourth quarter will drop by about 5%. Although the panel factory adjusted production capacity in October, the magnitude was not significant, so the panel price will probably only remain flat, and there is no chance of an increase yet.

However, panel manufacturers are still actively preparing an atmosphere for TV panel price increases, hoping that TV panel prices can rise as soon as possible. Judging from the current actual supply and demand situation, due to weakening demand, if panel manufacturers want to see TV panel prices rise in advance, they will inevitably need to make more drastic capacity adjustments to create room for tighter supply and demand. However, as far as the scope of regulation by panel manufacturers is still limited, it is estimated that TV panel prices will not change much this month and will still maintain an overall flat trend.

display panel

Demand for MNT panels was still weak in November, and overall panel shipments in the fourth quarter are expected to drop 9% quarterly. However, due to the impact of rising costs, panel manufacturers are still actively trying to prepare for an increase in the price of display panels. Under the pressure of understanding the cost of panel manufacturers, most brand customers can accept that the price is flat, but they still conservatively view the possibility that the panel price will rise, so it is expected that the buyer and seller will continue to negotiate the price.

Looking at it now, the most critical factor is still the price trend of TV panels. As long as TV panels establish an increase, display panels will be more emboldened to propose price increases to brand customers. Based on the current market environment and climate, it is expected that display panel prices will remain flat across the board in November.

laptop panel

It is estimated that demand for laptop panels from major brand customers will drop by more than 20% in the fourth quarter, putting huge shipping pressure on panel manufacturers. In addition, panel manufacturers still have to face pressure from rising component costs. Under the combination of double pressure, most panel manufacturers are indeed in a state of progress and decline. Price cuts are difficult to obtain more demand. Price increases may damage relationships with customers and even jeopardize order distribution next year. Therefore, panel prices are currently generally flat, which is probably the greatest common denominator acceptable to both buyers and sellers at this stage.

Judging from this, most panel manufacturers now need to start considering next year's shipping goals and how to get orders from customers. Based on current observations, it is estimated that laptop panel prices will remain flat across the board in November.