According to Qunzhi Consulting, the prices of mainstream specifications for monitor panels will see a slight increase in February, and the increase in March may be even more significant.

Recently, the group intelligence consulting analyzed the trend of IT panel prices in February 2025. The team believes that multiple factors have contributed to the continued short-term rise in global display panel market demand in February. On the supply side, TV panel prices have been rising since the beginning of the year. Panel manufacturers have shifted some production capacity to TV panels based on profit needs, leading to a relative shortage of display panels. In addition, the price rise effect of TV panels has been transmitted, leading to strong price hike willingness of display panel manufacturers. In response, the group intelligence consulting (Sigmaintell) predicts that the mainstream specifications of monitor panels will rise slightly in February, and the increase in March may be further expanded.

Monitor panel

Entering February, the short-term demand pull of the global display panel market will continue. The new round of national subsidy policies has been implemented one after another, and the covered categories have been further expanded. At present, the display category has been included in the policies of Hubei, Jiangsu and other places, and other provinces also have the intention to participate, which will further promote the domestic consumption. In addition, the continuous price rise of TV panels has led to the continuous release of replenishment demand from low-price groups.

Size performance:

21.5"FHD, the price of Open cell panel and LCM is expected to rise by $0.1 in February;

23.8"FHD, the price of Open cell panel and LCM is expected to rise by $0.1 in February;

27"FHD, the price of Open cell panel is expected to rise by $0.1 in February, and the price of LCM remains unchanged;

Notebook panel

Entering February, the global notebook panel market demand remains stable. From the demand side, on the one hand, the Chinese market's gaming and mid-to-high-end consumption is relatively stable under the continuous promotion of national subsidies; on the other hand, the US tariff policy officially takes effect in February. Brand manufacturers are still short-term replenishment to buffer tariff shocks and avoid potential supply risks; the two factors work together to promote the overall stable performance of the global notebook panel market demand in February. On the supply side, panel manufacturers continue to implement the "demand-driven" strategy and adjust production capacity in a timely manner, maintaining a relatively balanced market supply and demand.

Overall, the group intelligence consulting (Sigmaintell) predicts that the price of TN panels will remain stable in February, and the mainstream 16:9 panel prices will remain stable. The prices of mid-to-high-end panels show a certain differentiation.

Size performance:

Low-end HD TN: the average price of mainstream TN LCM is expected to remain unchanged in January;

IPS FHD&FHD+ products, the price of mainstream 16:9 panel specifications remains stable in January. The prices of entry-level and mainstream module specifications remain unchanged, while the prices of mid-to-high-end panel specifications show a differentiated trend.