LCD TV Panel Prices Beginning to Stabilize

AUSTIN, Texas - DisplaySearch, the worldwide leader in display market research and consulting, is launching the Weekly Flat Panel TV Supply Chain Report. This report consists of 5-15 slides per week authored by DisplaySearch Founder and President Ross Young. The most critical and important information affecting the health of the flat panel TV supply chain is discussed at the executive level.

It features excerpts from a number of DisplaySearch reports as they are updated along with Young’s valuable insights from more than ten years of covering the flat panel space. Learn, in near real-time, the latest supply chain events and how they are likely to affect the TV industry. Get early access to how LCD and PDP panel pricing will affect TV prices and margins, target price points and likely margins this holiday season, the panel inventory situation, fab activity and its impact on supply/demand, size and resolution trends, etc.

The latest issue provides an updated rolling 12-month LCD and PDP panel price forecast by size and resolution and the impact on expected TV street prices and margins. LCD TV panel pricing is now stabilizing and is even expected to increase at some sizes following trends in the LCD monitor market along with recent changes to the LCD panel supplier structure. Find out why, when and how it will impact LCD TV street prices. At the same time, Plasma TV panel prices are continuing to fall rapidly, declining at twice the rate of similarly sized LCD TVs in some cases. As a result, the comparable prices of LCD and Plasma TVs, taking into account power supplies for both and glass filters for Plasma TVs, are now expected to swing in Plasma’s favor. This report reveals how large the Plasma advantage will be and how long it is likely to last.

The previous issue examined February LCD TV panel shipments by supplier by size with updated expectations for March and April. Some highlights included 42“ pulling to within 4% of 40” volume, double-digit M/M growth expectations for March, CMO overtaking AUO for the #3 position, panel inventory discussions, who is losing business to who, etc. This content can also be found in This Week in TVs, available from The NPD Group.