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Early November Panel Prices Remain Strong
 
In early November, LCD monitor panel pricing were up 1.2%, notebook panels up 1.5% and TV panel prices up 3.5%.  While monitor panel demand seems to be relatively stable, larger panel producers continue to shift capacity toward TV panels, which have suddenly become profitable, tightening the monitor panel supply, the tradeoff being IT products tend to have higher margins on a m2 basis. Notebook panel demand is remaining strong as large notebook purchase programs head toward year-end and should take advantage corporate budgets  already allocated.  TV panels are still the wild card, with TV set pricing rising as panel prices rise. TV set brands are bit more cautious as they raise prices but should still meet their 2020 unit volume targets. Increasing TV set prices, an anomaly in the market could begin to effect demand, but brands are more willing to cut marketing expenses to offset potential margin erosion than pull back panel orders at least until they see how things go on the 11/11 shopping holiday next week.