What They Say
Chris Chinnock, wearing his 8K Association hat, has looked at the development of pricing in 8K displays, and reports that 8K has followed the general price trend of increasing prices, but has not risen as much at the retail level because of the higher margins available to resellers.
His article details average industry panel pricing quoted in the first half of the year by CSOT for 8K panels. ap is closing between big-screen and mid-range TVs and panels. The trend is making 8K TVs more attractive overall as the price difference reduces, but it is not yet clear whether this trend will continue.
His conclusion is that the gap is closing between big-screen and mid-range TVs and panels. The trend is making 8K TVs more attractive overall as the price difference reduces, but it is not yet clear whether this trend will continue. However AUO has said that there are three major factors in 8K panel pricing.
- Margin: common pool of capacity, so 8K must compete with 4K for mass production
- Cost: recently IC cost is up and 8K products need twice as many ICs
- Yield: Defect density is higher for 8K thus consuming more capacity vs 4K
The article includes a short term forecast from Omdia for 8K panels
What We Think
We’re just at a tipping point for LCD panel pricing and I’m hoping to publish a DD on this topic today. 8K will not be immune from the general trends. (BR)
CSOT 8K panel price trend (average in the industry)
8K panel price trend (source: Omdia)
