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Display Fab Capacity Continues to Outstrip Demand

LCD TV panel prices rise 2.7% QoQ with an emphasis on larger size panels (50” through 75”).

Source: DSCC All Display Fab Utilization Report
Source: DSCC All Display Fab Utilization Report

DSCC is reporting a modest rise in LCD TV panel prices after the plunge in prices that happened last summer. The company saw price increases in February and expects prices to rise again in March. However, it still looks like margins and operating profits are going to continue to suffer as manufacturing capacity exceeds demand for the foreseeable future.