[Insights] Panel Prices in Early July: TV Panels Slightly Dip as Brands Bargain amid Weakening Demand

TrendForce discloses the latest panel prices for early July, with details as follows.

• TV

TV panel demand remains sluggish as July begins, with some brands continuing to trim their Q3 orders to better manage inventory and gain more leverage in price negotiations with panel makers. Since Q3 stockpiling is crucial to prepare for the Q4 holiday sales surge, locking in favorable prices now could help sustain some level of demand.

Panel makers, meanwhile, are sticking to demand-based production, but with overall demand weakening, some are starting to accept brand pricing requests—causing panel prices to dip slightly.

In July, prices for 32″W and 43″W TV panels are expected to fall by $1, while 50″W, 55″W, 65″W, and 75″W panels are projected to drop by $2.

• MNT

As the third quarter gets underway, demand for MNT (monitor) panels is also showing signs of slowing, with only a few specific sizes still facing minor supply shortages. At the same time, falling TV panel prices are putting downward pressure on the MNT segment as well. Looking at July’s pricing trends, both open-cell panels and full panel modules are expected to remain flat across the board.

• NB

In the notebook (NB) panel market, demand is showing a modest uptick as some brands take a more optimistic view of the third quarter. To make the most of this momentum, they are ramping up orders in hopes of leveraging volume for better pricing.

Panel makers, meanwhile, are responding carefully, offering quiet discounts behind the scenes to hold onto orders and protect their market share—all while trying to keep official price levels steady.

Given these dynamics, NB panel prices in July are expected to remain steady. However, how prices evolve in the coming months will ultimately depend on the outcome of ongoing negotiations between brands and panel suppliers.