What They Say
Sigmaintell issued its data for TV panel pricing in early August and suggested a drop of $5 in the proce of open cells from 32″ to 55″, with larger sizes flat. Set makers have become more conservative on stock holding at the same time that supply has continued to expand, although there are still some logisitic challenges.
What We Think
Once pricing starts to decline, there’s an incentive to delay purchasing. It’s a fine judgement to optimise profits and share for the set makers. (BR)
