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Musing-Weekly Newsletter

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LCD Panel Prices Still on Upward Trend but Shipment Volume Falling
 
Chinese large panel producers saw revenue increase in February, while all others saw revenue fall, other than Sharp () as large panel LCD unit volume was down 2.7%. Total large panel LCD revenue was down 1.4% in February, with panel price increases making up a portion of the unit volume decline.  
 
Source: SCMR, LLC
 
 
Figure 1: Aggregate Monthly Pricing of Monitors, Notebooks, TV and Mobile Panels
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Figure 2: Aggregate Monthly Pricing of 65” LCD Panels
 
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Figure 3: Quarterly Shipment Volumes – Large Area LCD Panels
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Figure 4: Quarterly Panel Shipment Volumes, Monitors, Notebooks, TVs, Tablet s
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