What They Say
Digitimes released data from Sigmaintell that follows on from the data that follows on from data we got from the firm a few days ago. (Sigmaintell Issues July 2021 (early) TV & Mobile Panel Prices). The data shows that prices are on their way back down after the peak and the forecast for August also expects a level of reduction again.
What We Think
As we saw in the previous data, it is the small to medium TV panels at 32″ to 42″ that are seeing the biggest drop. However IT panels for monitors and notebooks are rising again. (BR)
|
Quotes for LCD panels |
||||
|
Applications |
Mode of shipment |
Panel size (inch) |
Late July quote (US$/panel) |
Expected quote for August (US$/panel) |
|
TV |
open cell |
32 |
85 |
82 |
|
open cell |
43 |
133 |
129 |
|
|
open cell |
50 |
197 |
194 |
|
|
open cell |
55 |
220 |
217 |
|
|
open cell |
65 |
289 |
289 |
|
|
open cell |
75 |
303 |
303 |
|
|
Monitor |
module |
21.5 |
68 |
69.5 |
|
module |
23.8 |
74 |
75.5 |
|
|
open cell |
23.8 |
70.6 |
71.2 |
|
|
module |
27 |
90.4 |
91.4 |
|
|
Notebook |
TN module |
14 |
41.5 |
41.5 |
|
IPS module |
14 |
49.4 |
49.9 |
|
|
IPS module |
15.6 |
51.5 |
52.2 |
|
Source: Sigmaintell Consulting, compiled by Digitimes, July 2021
