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TV panel prices set to rebound

by on19 July 2018


Supply getting tighter


If you are thinking of buying a telly now might be the time as prices are expected to be jacked up as supply gets tighter.

TV vendors are replenishing their inventories which have been reduced to lower levels recently duo to strong TV sales in the US in the second quarter and a surge of TV demand in other markets stirred up by the FIFA World Cup 2018.

China-based marketing research firm Sigmaintell has added up some numbers and worked out that demand for TV panels from the world's major TV brands is expected to increase 10.3 percent in terms of unit shipments and 12.8 percent in terms of area shipments sequentially in the third quarter, with those for 43-, 55- and 65-inch models showing strong demand growths.

TV panel production lines at most flat panel makers are flat out pushing the global TV production capacity to grow 6.8 percent on quarter and 9.3 percent on year in the third quarter of 2018, said Sigmaintell, adding that major sources of increased capacity include BOE Technology's 10.5G line, CEC-Panda LCD Technology's two 8.6G lines, and AU Optronics' (AUO) 8.5G line.

Quotes for 32-inch panels are likely to edge up 10 percent quarterly as overall demand is expected to be 1.6 percent higher than makers' supply capacity, Sigmaintell estimated.

Prices of 39.5-inch to 43-inch panels will also continue to move upward in the third quarter on tight supply that has been persistent since July. Quotes for 55-inch models, which have become steady in July, will go up slightly in August and September.

Prices of 65-inch panels will see a steady trend in the third quarter as the supply and demand for such models will become more balanced.

Last modified on 19 July 2018
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