TrendForce survey shows TV panel prices fell in August while monitor and notebook panel prices remained flat

Summary

According to TrendForce, August 2026 saw a continued decline in TV panel prices, with 65-inch models dropping 0.6% to an average of $173 . Meanwhile, prices for monitor and notebook panels remained flat as brands balanced inventory adjustments with preparations for year-end demand Zhitong.

Impact Analysis

So basically, the ‘seasonal recovery’ narrative for TV panels is hitting a reality check. Even as brands start stocking up for year-end sales, the fact that prices for 65-inch panels are still slipping—down about 0.6% this month —tells me the supply-side discipline isn’t quite offsetting the cautious procurement stance of major OEMs. The market might be missing that the Q2 procurement adjustments haven’t fully cleared the inventory overhang .

The interesting part isn’t the TV weakness, though—it’s the resilience in IT panels. Monitors and notebooks holding flat suggests the PC ecosystem has reached a healthy equilibrium, likely buoyed by stable commercial demand. I’d read this as a margin warning for pure-play large-format LCD manufacturers. If this downward ‘drip’ in TV prices persists through September, expect earnings pressure for companies heavily indexed to big-screen glass. The trade here is to favor diversified display makers who can lean on the stable IT segment to buffer the volatility in the TV market.