Mid July Data
Revised 21 July 2014
PriceWise, a free semi-monthly pricing service, aggregates early self-reported market prices for a sub-set of A-grade LCD panels. Get a preliminary view into shifts in global panel pricing, demand, and purchasing. Updated twice a month, PriceWise covers pricing changes for 22 panel sizes across five major applications.
PriceWise Mid July Data
The PriceWise spreadsheet includes current data and data for the past two months for five major applications: LCD monitors, notebook PCs, LCD TVs, mobile phones, and tablet PCs. Also, our analysts provide analysis explaining the current pricing environment, based on demand, supply, and business plans. Download the complete PriceWise spreadsheet using the link at the top of this page!
Analysis Highlight and Recent Prices by Size and Resolution for LCD TV Panels
Overall, the TV panel supply is becoming balanced and the supply for some sizes like 23.6", 39.5", and 48" is still tight at some vendors. The market is shaky and the supply constraint (or looseness) varies according to TV maker and depends on the maker’s panel supply base, as well as its shipment forecast for Q3-Q4’14. For some leading TV makers the supply of 32" has been reversed from constraint to slight excess, but there are others for whom demand still cannot be fulfilled. Therefore, the 32” panel price increased only modestly. Some TV makers reportedly also have extra panel inventory for 40" and 42". A few adjusted panel demand down somewhat in July, but most have no intention of cutting demand and are holding to their shipment forecasts for 2H’14 as they approach the peak August-October season.