What They Say
Sigmaintell Research of China published its Large LCD panel price trend report for February and forecast that all prices will be up again in March. The rises are being helped by tight supply, with Samsung’s LCD business giving up monitors this quarter and tight supply in driver electronics.
The firm said that because of the strong demand for low end Chromebooks, TN panels will increase slightly more than IPS.
What We Think
This is in line with what was expected. Pricing is probably getting towards a peak. Much further increases may choke demand in the market as set makers have to raise prices to cover the increases. (BR)
