March 2026 LCD TV Panel Market Report: Sustained Price Increases Driven by Demand and Larger Sizes

The LCD TV panel market is witnessing an exceptionally strong upward trend in prices as the Chinese New Year approaches, with clear confirmation of a new wave of increases from both the supply and demand sides.

Following approximately one week of scheduled factory maintenance in February, panel prices successfully consolidated the gains achieved in January. Market data indicates widespread price hikes across mainstream sizes: the prices of small and medium-sized panels rose by approximately USD 1, while medium and large-sized panels saw increases ranging from USD 2 to USD 3.

Market analysts anticipate that this upward trajectory will persist throughout the entire first quarter and potentially extend into the early stages of the second quarter. The core factors underpinning the current price surge are multifaceted:

1. Demand Pull-Forward and Ample Orders:​ End-brand manufacturers are building inventory ahead of market shifts, leading to panel procurement orders remaining at elevated levels.

2. Product Mix Shift Towards Larger Sizes:​ Sustained growth in demand for larger-sized panels is tightening the supply-demand balance for these products. Historical data reveals a clear correlation: the larger the panel size, the higher its shipment growth rate. This trend is expected to continue through 2026, primarily driven by the natural consumer preference for larger TVs in upgrade cycles within mature markets, coupled with brand strategies to focus on promoting larger-sized and premium models to enhance value amid rising costs for low-end components.

3. Manufacturer Strategy Adjustments:​ Production capacity management and pricing strategies implemented by panel makers are also directly influencing market dynamics.

Price Trends and March Outlook for Key Panel Sizes:

• 55-inch:​ Panel prices increased by USD 2 in February, with the mainstream market price reaching approximately USD 121 per unit. A further modest increase of around USD 1 is forecast for March.

• 65-inch and 75-inch:​ Market prices for these sizes rose by USD 2 each in February, reaching levels of about USD 171 and USD 232 per unit, respectively. The outlook for March suggests a continuation of this trend, with an anticipated increase of USD 2 for both sizes.

• 85-inch:​ The fair market price increased by USD 3 in February to USD 321 per unit. Prices are expected to enter a consolidation phase in March, stabilizing at the current level.

• 98-inch and Pan-100-inch Class:​ The fair market price for 98-inch panels is projected to remain around USD 420 per unit in March. It is noteworthy that, depending on specific specifications and customer agreements, price inversion may occur between 98-inch and 100-inch panels.

In summary, the LCD TV panel market has demonstrated robust performance at the beginning of 2026, with a well-established upward price trend. The future market direction will be closely tied to the pace of recovery in global consumer electronics demand, the product strategies of major brands, and capacity allocation decisions across the supply chain.