TrendForce研調估8月電視面板 跌幅收斂
8月年末旺季促銷備貨需求浮現，隨電視面板採購增溫，面板價格回穩。TrendForce研究副總范博毓表示，預期8月小尺寸電視面板報價止跌，大尺寸電視面板價格跌幅收斂，而IT面板價格也全面持平。
進入8月份，電視品牌客戶一方面針對年末旺季促銷啟動備貨，一方面也對達成全年目標仍抱有一絲希望，因此針對電視面板採購仍維持不錯的動能。面板廠也把握住這波機會，在面板價格止穩甚至再次起漲上持續釋放出樂觀訊號。
范博毓表示，受惠印度排燈節促銷，中國國內需求回補，50吋以下需求明顯轉強，但55吋以上需求動能偏弱，品牌客戶多半仍在調節庫存，因此預期8月電視面板價格走勢，32吋、43吋與50吋率先轉持平，55吋、65吋與75吋預估下跌1美元，跌幅也稍有收斂。
廣告
廣告
進入第三季後，監視器面板需求稍有減弱，價格上漲動能暫時消失，雖然部分品牌客戶多半開始盤算監視器面板價格是否有機會開始走跌，但是就目前觀察大部分的監視器面板仍處於虧損狀態，在缺乏獲利誘因下，面板廠也不願意多生產，部分主流尺寸甚至因為減少供應而出現短缺的問題。在此狀態下，買賣雙方目前皆可接受價格走穩，因此目前預期8月監視器面板價格將全面維持持平水準。
第三季筆電面板需求截至8月應該可以維持穩定狀態，部分品牌客戶需求特別強勁，增加與面板廠議價的籌碼，希望可以得到更多檯面下優惠。但是目前面板廠多半在主流規格上可以給予的檯面下折讓已然不多，只能透過仍有些許空間的高階機種來作調整。以此來看，預估8月主要筆電規格面板在檯面上的價格走勢上依然都呈現持平水準。
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