Early August Data
Revised 4 August 2015
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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 Early August 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
The TV panel supply has reversed and gone into excess across all panel sizes. Strategic spot deals on 32", 48"/49" and 55", which are priced below the market average, are pressuring prices on neighboring sizes to drop as well. The result is heavier pressure on prices for all TV panels in early August. Some TV makers are still hoping to drive strong shipments in 2H’15, but they are facing financial difficulties and pressure to lower inventories. They are aggressively asking for larger price concessions from panel makers. TV makers with stronger purchasing power are re-allocating panel purchasing from captive panel suppliers to multiple panel suppliers to negotiate better price deals. Some low tier TV makers are negotiating with panel makers that are struggling with cuts in orders and are feeling the pressure to push out panels. Panel makers continue to make special deals including on 4K models because they want to secure volumes in Q3'15. Panel prices are above cost lines, so panel makers, particularly Chinese makers, plan to maintain fab utilizations and go forward with the ramp up of new fabs.