According to the latest TFT-LCD panel quoted by the market research institute, the prices of large-size application panels in the second half of September are different. The prices of NB notebook computer application panels were the first to stabilize as expected, but MONitor monitor application panel prices continued to fall by 3%-7%, and TV TV panel quotes also fell 1%-4%. Among them, the 18.5-inch, LED-backlit 21.5-inch monitor panel fell by 7%, and the 40/42-inch LED-backlit TV panel fell by 15 US dollars.

Monitor panel points out that the price pressure on monitor panels is still heavy in the second half of September this year, mainly because monitor brand manufacturers and OEM system foundries still have doubts about the (terminal) demand and inventory problems. Therefore, we continue to ask suppliers for more panel price discounts, making the market see many strategic promotional prices. Some monitor panel prices have approached, or even dropped, the panel maker's cash cost price, but panel buyers are still cautious about panel inventory restocking based on fourth-quarter sales considerations.

However, some of the information shows that the demand for the commercial market seems to recover somewhat. In addition, panel makers have already lowered their capacity utilization rate. It is expected that the prices of 17-inch, 18.5-inch and 19-inch monitor panels will have a downward trend. Months tend to ease. However, if TV panel prices continue to decline in the fourth quarter, it may still affect the subsequent price performance of the monitor panel.

In the second half of September this year, the NB panel's quotation was more in line with the first half of the month. As expected, the NB panel was the first to stabilize. It is pointed out that the main reason is the manufacturer's control over production and inventory. On the other hand, the NB demand in the end market has improved compared to the previous months, and it is expected that there will be a single month shipment growth (M/M) in the third quarter. With both the supply side and the demand side recovering, it is expected that the NB panel will return to a healthy cycle in the fourth quarter of this year.

TV TV panels, according to observations, in the second half of September this year, TV panel price pressure continued, mainly due to the ongoing of many strategic transactions, including LED backlight models. However, the demand of major regional markets, especially in North America, is still weak, so many TV brand manufacturers are further reducing the price of TV products. In order to stimulate demand through attractive retail prices during the high sales season, TV brand manufacturers and OEM system foundries continue to seek better panel price negotiations because the support from the panel suppliers will be for TV brand manufacturers. Whether to drive more sales of LED-backlit LCD TVs.