Mid November Data
Revised 19 November 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 November 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
Prices for TV panels < 55" underwent another hike in November because supply is still short of demand. In particular, price increases for some low price points are pronounced. The tightness of the 55" supply is still having an impact on the supply of 32", 48", and 49" because they share the same Gen 8 capacity. The top brands are still quite demanding of many sizes, and at the same time they have been aggressively pursuing market share by lowering prices since late Q3’14. This is putting pressure on TV profit margins industry-wide. As a result, TV makers continue to suffer from a supply constraint. They are expected to significantly increase promotions for 4K TVs to clear out inventory. Also, as usual, there is anticipation of upcoming Black Friday promotions, which include many larger sizes. Brands are being challenged not only by mainstream TVs but also by 4K TVs because prices on FHD panels have continually increased while prices on 4K TV panels have changed little in recent months.