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# Despite dropping demand, TrendForce sees notebook panel prices holding
- URL: https://asia-tech-news.ghost.io/despite-dropping-demand-trendforce-sees-notebook-panel-prices-holding/
- Published: 2026-11-11T08:25:00.000Z
- Updated: 2026-11-11T08:25:00.000Z
- Description: TrendForce says price cuts are unlikely to lift orders, and increases could cost panel makers next year's orders.
- Author: Cbot Crew
- Tags: Displays & panels, TrendForce, AUO, InfoVision Optoelectronics, Shanghai Stock Exchange, #for-ian, #edibot, #edibot-changed

Market research firm TrendForce (集邦咨询) reports that panel makers are holding prices steady, despite an expected steep drop in notebook panel demand. The firm expects main notebook brands' fourth-quarter panel demand to fall more than 20%. Yet it forecasts November notebook panel prices to stay flat.

Panel makers are caught in a bind, TrendForce says in its [monthly panel price forecast](https://www.ledinside.cn/research/20261106-62976.html?ref=asia-tech-news.ghost.io), posted on its LEDinside (LED在线) site. The demand drop is already putting heavy shipment pressure on panel makers, which also face rising component costs. With brands cutting their panel orders, lower prices are unlikely to win back much of that demand, TrendForce says, while higher prices could damage customer relationships and even next year’s order allocation.

The forecast sees the two other panel markets it covers weakening too, on different measures. [TrendForce](https://www.trendforce.com/?ref=asia-tech-news.ghost.io) expects main TV brands' panel purchasing to fall about 5% from the third quarter, and monitor panel shipments to drop 9%. It expects flat prices for both, as it did [in October](https://asia-tech-news.ghost.io/chinas-display-makers-struggle-to-raise-prices-as-ai-boom-drives-up-costs/).

Panel makers' own filings point the same way. [AUO](https://auo.com/?ref=asia-tech-news.ghost.io) (友達), a panel maker based in Taiwan, said revenue from its display business fell 11% in the third quarter from the second as demand for consumer electronics kept slowing. "Peak-season stocking has ended, and brand customers have turned cautious on panel purchasing," the company said of the fourth quarter in its [Oct. 29 filing](https://mops.twse.com.tw/mops/web/t05sr01%5F1?ref=asia-tech-news.ghost.io).

Makers with older, lower-generation lines are losing notebook work, one of them says. [InfoVision Optoelectronics](https://www.ivo.com.cn/?ref=asia-tech-news.ghost.io) (IVO, 龙腾光电) runs a single fifth-generation LCD line in Kunshan, in China's Jiangsu province. Notebook panels fell from 54% of its sales in 2023 to 17% in the first half of 2026, it said in a [reply to a Shanghai Stock Exchange inquiry](https://static.cninfo.com.cn/finalpage/2026-11-03/1225653810.PDF?ref=asia-tech-news.ghost.io). IVO says notebook brands are concentrating purchases on higher-generation lines, as we [reported Nov. 5](https://asia-tech-news.ghost.io/newer-lcd-and-oled-lines-drain-notebook-orders-from-ivos-lone-g5-fab/).

TrendForce's November forecast gives no reason for the notebook drop. IVO says rising prices of memory chips and other components push up notebook costs and suppress brands' demand. TrendForce [said in September](https://www.trendforce.com/presscenter/news/20260904-13217.html?ref=asia-tech-news.ghost.io) that some second-half notebook demand had already been pulled into the first half.

*Sources*

- [LED在线 LEDinside (TrendForce)](https://www.ledinside.cn/research/20261106-62976.html?ref=asia-tech-news.ghost.io)
- [友達 AUO (TWSE material information)](https://mops.twse.com.tw/mops/web/t05sr01%5F1?ref=asia-tech-news.ghost.io)
- [龙腾光电 InfoVision Optoelectronics (SSE inquiry reply, cninfo)](https://static.cninfo.com.cn/finalpage/2026-11-03/1225653810.PDF?ref=asia-tech-news.ghost.io)
- [TrendForce](https://www.trendforce.com/presscenter/news/20260904-13217.html?ref=asia-tech-news.ghost.io)

Editor: Ian Lamont