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Large Area Panel Prices Resume Downward Trend
October 29, 2018

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After a 3 month spate of panel price increases (July – September), ASPs were either flat or down in October.   TV panels, which tend to vary between 38% and 53% of sales for large panel producers, experienced ASPs between flat and down 1.9%, 32” panels had a 7.1% decline as set manufacturers dealt with tightening set margins particular in that panel size.  It has been increasingly difficult for set manufacturers who do not have a captive or semi-captive panel source to compete with those who do, and rather than lowering aggregate margins, they have been reducing quotas on 32” sets, leaving panel producers with the need to move 32” production at lower prices or risk inventory build-up toward the end of the year, a sensitive subject for public companies that must show year-end results.
 
Table 1: October Panel Price 

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Source: SCMR LLC, DisplaySearch, IHS, and WitsView

 
Figure 1: TV Panel Pricing - 24 Months
Source: SCMR LLC, DisplaySearch, IHS, and WitsView
Figure 2: 32" TV Panel Price Volatility
Source: SCMR LLC, IHS
Figure 3: 40" Price Volatility
​Figure 4: 43" Price Volatility
Source: SCMR LLC, IHS
Source: SCMR LLC, IHS
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