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LCD TV Panel Prices Starting to Decline in Q3
July 1, 2024
The rally in LCD TV panel prices which started in February peaked in May and June and panel prices are headed down as we start the third quarter. While the rally was far from dramatic, it represented a respite for TV panel makers who are challenged for profitability. Unlike many former transitions, we do not expect a rapid deterioration in panel prices but rather a soft decline, at least in Q3’24. This Q3 slump follows a short rally in Q1’24-Q2’24 which followed a short slump in Q4’24, and together these “mini-cycles” represent a period of unusual stability in panel prices, where they have been sustained within a narrow range.
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