What They Say
Sigmaintell put out its report on LCD panel pricing in June. TV panels at 50″ and above, monitors and notebooks all saw rises, although smartphone and tablet panel pricing is level from May. Demand for notebook and monitor panels remain strong, while larger TV panels are still seeing some tightness of supply for drivers. The level of price increases in large TV panels is getting a dollar or two lower than in May.
What We Think
Well, this is in line with the forecasts from the Business Conference. Steve Baker of NPD pointed out that April TV sales were down in the US. At times like this, very quick market research reporting on a weekly or monthly baisis becomes really useful. (BR)
