According to the latest report from Qingdao Group Intelligence Consulting, the global LCD TV panel market in Q1 exhibited a balanced and tight supply and demand scenario, resulting in a slight increase in panel prices.

According to Sigmaintell Consulting, the global LCD TV panel market experienced a balanced and tight supply and demand in Q1, with both procurement demand and supply steadily recovering. The panel prices rose slightly. Overall, the global TV panel market demand remained stable in the short term, and the panel demand remained strong in Q1. On the supply side, the panel manufacturers' production strategy of demand-driven production continued, and the inventory was under control. The recovery of utilization rate boosted the supply capacity, but it will not drag down the market supply and demand in Q1. After the Chinese lunar New Year, the global political environment became more turbulent. The US increased the tariff on imported products from China by 10% and started to take effect in February, while the tariff policy on Mexico was delayed. The increase in tariffs was used as a bargaining chip and means by the US government, and whether to increase is more uncertain. The brand's short-term replenishment demand still exists, but it may ease the urgency of pre-stocking in the North American market. The "old for new" in the Chinese market continued, which formed short-term support for demand, but the marginal effect of the strategy gradually weakened. The 32" panel market saw an increase in panel manufacturers' procurement willingness driven by the expectation of price rise, and the average price is expected to rise slightly by 1 US dollar in January and February. The 50" panel market saw a recovery in replenishment demand, and the supply was squeezed, resulting in a slight price rise of 1 US dollar in January, and it is expected to maintain a small rise of 1 US dollar in February. The 55" panel market maintained a balanced supply and demand environment, with a slight price rise of 1 US dollar in January, and it is expected to maintain a small rise of 1 US dollar in February. The large-size panel market saw strong replenishment demand from brands, and the supply and demand environment was tight, resulting in a slight price rise in January, and it is expected to maintain a 2 US dollar rise in February.