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Prices for LCD TV Panels Falling in September
September prices for LCD TV panels are expected to drop from August levels by US$9-13 per panel, according to China-based Sigmaintell Consulting. LCD TV vendors are expected to reduce procurement of panels due to decreased demand for LCD TVs and high inventory levels, Sigmaintell said. Panels procured by Samsung Electronics and China-based Hisense and TCL in the third quarter of 2021 increase on quarter, while those by the other LCD TV vendors decrease sequentially, Sigmaintell noted. Despite decreased demand, LCD TV panel makers will maintain utilization of production capacities at high levels, resulting in inventory increases and thus drops in September price, Sigmaintell explained. LCD monitors panel production will increase in September, but LCD monitor vendors' inventory levels are rising, Sigmaintell said. Consequently, September panel prices will remain unchanged or slightly slip from August, Sigmaintell noted.
September prices for LCD TV panels are expected to drop from August levels by US$9-13 per panel, according to China-based Sigmaintell Consulting. LCD TV vendors are expected to reduce procurement of panels due to decreased demand for LCD TVs and high inventory levels, Sigmaintell said. Panels procured by Samsung Electronics and China-based Hisense and TCL in the third quarter of 2021 increase on quarter, while those by the other LCD TV vendors decrease sequentially, Sigmaintell noted. Despite decreased demand, LCD TV panel makers will maintain utilization of production capacities at high levels, resulting in inventory increases and thus drops in September price, Sigmaintell explained. LCD monitors panel production will increase in September, but LCD monitor vendors' inventory levels are rising, Sigmaintell said. Consequently, September panel prices will remain unchanged or slightly slip from August, Sigmaintell noted.
Notebook prices are expected to continue rising in the second half of 2021. But EMS provider Qisda is warning that rising foundry and IC prices are threatening reduce demand in the end market. There have been mixed messages about the outlook in the memory sector, but NAND flash controller prices are still expected to rise in Q421.
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