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[Insights] Early August Panel Prices: TV Price Declines Moderate; MNT and NB Stay Flat as Cost Pressures Persist

What happened

TV panel prices fell by $1 in early August, while monitor and notebook panel prices remained flat. Brands are increasing inventory for year-end demand but negotiating for lower prices, while panel makers face high costs. The moderate decline in TV prices suggests a bearish trend for that segment, though stability in MNT and NB indicates a wait-and-see approach.

Impact and signal

High impactImpact score: 88/100

Affected components and suppliers

TV panelsMonitor panelsNotebook panels
price-dropinventorydemand-recovery

Source and time

Source: TrendForce · 8/4/2026 · View original source

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