Core tips: January 20, TrendForce announced the latest panel offer in late January, TV panel stock demand is stable, coupled with the market out of the polarizer supply gap, TV panel prices are fully adjusted, and the super-size TV panel increase is expanded to 2 to 4 US dollars. In the first quarter, panel prices and volumes are rising, panel factories have a good year, and the industry strives to make profits.

Entering January, China's domestic policy of old for new is still continued to 2025, TV panel stock demand is stable, of which the super-size panel demand is hot, the current production capacity of the panel factory is also based on trying to meet the demand, it is expected that the Lunar New Year will not be annual repair control production. The demand for TV panels is hot, and there is a gap in the production capacity of the recent outgoing polarizer, and the panel factory will have more confidence to increase the price of TV panels. At present, it is estimated that the price of TV panels will rise in January, 32 inches and 43 inches will increase by $1, 50 inches will remain flat, 55 inches will increase by $1, and oversized panels will increase by $2 due to better demand, 65 inches will increase by $3, and 85 inches will increase by $4.