Market Trends of TV, Monitor, and Notebook Panels in May 2025

1. TV Panels: Demand Slows, Prices Stabilize  

The latest report from research firm TrendForce indicates that demand for TV panels continued to weaken in May, with brand clients beginning to request further price reductions from panel manufacturers. In response to market softness, panel makers implemented production cuts during the Labor Day holiday. It is projected that the industry's average capacity utilization rate in May will decrease by 6-7% compared to April to alleviate price decline pressures. Currently, TV panel prices in May are expected to remain flat across the board, with supply-demand adjustments becoming a key focus.  

2. Monitor Panels: Strong Demand but Narrower Price Increases  

Due to tariff-related concerns, demand for monitor panels remains robust, with prices still having room to rise in May. However, influenced by the sluggish TV panel market, the rate of increase may slow. TrendForce forecasts:  

- Open Cell panels: $0.2 increase  

- Module panels: $0.1 increase for 21.5-inch and 27-inch models; $0.2 increase for 23.8-inch models due to stronger demand  

3. Notebook Panels: Aggressive Order Competition, Flat Prices but Intensified Rivalry  

Despite ongoing tariff impacts on the supply chain, notebook panel demand has not seen a significant uptick in the short term due to limited production capacity deployment by brand clients in Southeast Asia. Panel manufacturers, concerned about a potential demand drop after the exemption period, are adopting more flexible pricing strategies to secure orders. Notebook panel prices in May are expected to remain stable, but manufacturers may offer under-the-table discounts to attract more customers.  

Summary: Divergent Panel Market Trends in May, Varied Manufacturer Strategies  

- TV panels: Production cuts to stabilize prices, flat pricing  

- Monitor panels: Demand supports price increases, but at a slower pace  

- Notebook panels: Aggressive order competition, intensified price rivalry  

TrendForce suggests that panel manufacturers need to dynamically adjust their strategies to respond to shifting demand across different market segments.