Qunzhi Consulting: Monitor LCM panel prices are expected to remain stable overall in January

The Zhitong Finance App learned that on January 7, Qunzhi Consulting released the January 2026 IT panel price trend vane (early edition). Qunzhi Consulting predicts that the overall price of Monitor LCM panels will remain stable in January, and entry-level FHD IPS OC panels may usher in a slight increase.

In January, the global display panel market price will show a pattern of “overall stability and partial increase”. On the demand side, although January is still in the traditional off-season cycle, demand performance among brands is significantly differentiated due to differences in inventory levels and cost sensitivity: some brands' display panel inventory has dropped to a lower safety range, which has a certain incentive to replenish stocks, driving demand to be released month-on-month; at the same time, due to the double influence of TV panel price conduction effects and display panel price increases expectations, the cost-sensitive customer base increased panel preparation efforts to support overall demand in January.

On the supply side, the contraction of overseas production capacity combined with TV and mobile applications squeezed display production capacity, making the structural tight supply of display panels (especially IPS panels) more prominent; at the same time, the supply concentration of mainstream panels continued to increase, and the bargaining power of panel manufacturers was further strengthened. Combined with the long-term low profit situation of display panels and the cost pressure brought about by rising prices of upstream materials, panel manufacturers are increasingly demanding price increases.

21.5" FHD, the price of Open Cell & LCM mainstream panels remained flat month-on-month in January;

23.8” FHD, IPS Open Cell mainstream panel prices rose by $0.2 month-on-month in January, while LCM mainstream panel prices remained flat month-on-month;

27" FHD, IPS Open Cell mainstream panel prices rose by $0.2 month-on-month in January, while LCM mainstream panel prices remained flat month-on-month.

Notebook panel

In January, the downward trend in global notebook panel market prices continued. On the demand side, overall demand for laptop panels continues to weaken. On the one hand, most mainstream brands' notebook panel inventory is above the safe range. At this stage, inventory control is still the core guide, and the incentive to replenish stocks is insufficient; on the other hand, storage shortages and rising prices are driving up the BOM cost of the entire notebook machine and further curbing the release of terminal consumer demand. On the supply side, laptop panels have become a key target application for the layout of various panel manufacturers, and overall market supply continues to be relaxed. Combining both supply and demand sides. Under the market pattern of oversupply, brands are increasingly demanding that costs be transferred to the supply side to ease their own cost pressure. This trend will further increase the downward pressure on panel prices.

Qunzhi Consulting predicts that panel price competition in mainstream laptop segments will intensify further in January. The panel price performance is as follows:

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

For IPS FHD&FHD+ products, the prices of mainstream panels fell slightly by $0.2 at 16:9 and 16:10 in January; the prices of mid-range and high-end panels continued to diverge.