Live Updates > Live Update Details
2026-05-28 14:39:39
[Sigmaintell Consulting: Monitor Panel Prices Continue to Rise in May, but Increase Narrows; Industry Enters Critical Period of Supply-Demand Game] ⑴ Considering both supply and demand factors and cost factors, Sigmaintell Consulting predicts that the price increase of mainstream monitor panels will narrow slightly month-on-month in May, while mid-to-high-end panels will maintain a stable trend. ⑵ Global monitor panel prices continued to rise in May, but the month-on-month increase of mainstream specifications narrowed moderately, and the industry entered a critical period of supply-demand game. ⑶ Under the combined effect of a tight supply-demand structure, continued rise in upstream material prices, and further increase in panel supply concentration, the monitor panel market will continue its upward price trend. ⑷ However, affected by the continued rise in semiconductor prices, the prices of storage-related components for monitor systems are also continuing to rise. The increase in the cost of non-screen components is gradually squeezing the room for panel price increases. Coupled with the complete stabilization of TV panel prices, brands have a strong demand for a narrowing of the price increase of mainstream monitor panel specifications. ⑸ As of the end of May, based on the increased cost pressure of the entire system and the basic completion of pre-stocking needs, the marginal demand for panel procurement by some brands has weakened. May will become a critical period for price game between supply and demand.
