Institution: Component cost pressures mounting, TV and monitor panel prices rising accordingly

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【Global Tech News】On March 22, according to market research firm TrendForce’s March panel price trend report, panel prices for TVs and monitors are expected to rise by March 2026, while laptop panel prices have stabilized.

Specifically, in terms of TV panels, as March begins, brands continue to prepare for the promotional periods following the second quarter, maintaining steady demand for TV panels. At the same time, considering the ongoing cost pressures from storage devices and various components, brand customers are increasing their willingness to stock up in advance. Panel manufacturers are also expected to seize the opportunity of stable demand to continue raising TV panel prices. Currently, the March forecast for TV panel prices indicates that 32-inch, 43-inch, and 50-inch panels will increase by $1, while 55-inch panels will rise by $2, and 65-inch and 75-inch panels will increase by $3.

Demand for LCD monitor panels remains stable in March. Although most display specifications are not directly affected by rising storage prices and shortages at the end-product manufacturing level, recent increases in raw materials and component costs are reflected in higher costs for panel manufacturers. The surge in cost pressures has prompted panel makers to actively pass on these increases through price hikes. TrendForce currently estimates that the price increase trend for monitor panels in March may slightly expand. For open-cell panels, 23.8-inch FHD IPS panels are expected to rise by $0.3–$0.4, and 27-inch FHD IPS panels by $0.3. For panel modules, 23.8-inch FHD IPS panels are expected to increase by $0.3, and 27-inch FHD IPS panels by $0.1–$0.2.

Laptop (NB) panels maintained their original demand momentum in March. However, with the sharp rise in storage costs and recent CPU shortages and rising costs, it is estimated that in the second quarter, panel demand may adjust due to the inability to meet full component supply. Additionally, panel manufacturers are now clearly feeling the pressure of rising costs for upstream components, which is rapidly compressing their profit margins. As a result, panel manufacturers are becoming more firm in maintaining panel prices. The forecast for March indicates that notebook panel prices will generally stabilize. (Qingshan)