LCD TV Panel Prices Falling in Q4

Published November 6, 2023

As we progress through the fourth quarter, LCD TV panel prices are again declining. As prices increased during Q2 and Q3, LCD fab utilization increased correspondingly to a point where supply exceeded demand. The TV supply chain has accumulated enough inventory to support the big selling season in the fourth quarter, so we are now seeing a shift in the supply/demand balance from shortage to oversupply, with November prices for all screen sizes coming down from the September peak, and our outlook is that prices will continue to decline in December.

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Written by

Bob O'Brien

bob.obrien@displaysupplychain.com

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