What They Say
Quoting Chinese researcher Sigmaintell as a source, Digitimes confirmed the general view in the market that TV panel prices will continue to decline with 32″ to 55″ units slipping $2-4 per panel and 65″ and 75″ dropping by $8-10.
LCD panels for monitors and notebooks are also expected to see prices slip in May.
What We Think
There were no factors that we hadn’t heard elsewhere causing the change – it’s oversupply and weak demand that is the issue. I would have expected some panel makers to start reducing utilisation to stop the drop in pricing. (BR)
|
LCD panel prices, April-May 2022 (US$/panel) |
|||||
|
Application |
Size (inch) |
Mode of shipment |
Apr quote |
May quote(f) |
M/M |
|
TV |
32 |
Open cell |
37.0 |
34.0 |
-3.0 |
|
43 |
Open cell |
66.0 |
63.0 |
-3.0 |
|
|
50 |
Open cell |
80.0 |
78.0 |
-2.0 |
|
|
55 |
Open cell |
102.0 |
98.0 |
-4.0 |
|
|
65 |
Open cell |
158.0 |
150.0 |
-8.0 |
|
|
75 |
Open cell |
253.0 |
243.0 |
-10.0 |
|
|
Monitor |
21.5 |
FHD TN module |
52.1 |
48.1 |
-4.0 |
|
23.8 |
FHD IPS module |
63.7 |
60.2 |
-3.5 |
|
|
23.8 |
FHD IPS, open cell |
51.2 |
47.2 |
-4.0 |
|
|
23.8 |
FHD VA, open cell |
41.1 |
37.6 |
-3.5 |
|
|
27 |
FHD IPS module |
73.2 |
69.7 |
-3.5 |
|
|
Notebook |
14 |
HD TN module |
29.8 |
27.3 |
-2.5 |
|
14 |
FHD value-added IPS module |
61.5 |
58.5 |
-3.0 |
|
|
15.6 |
FHD entry-level IPS module |
51.0 |
48.5 |
-2.5 |
|
Source: Sigmaintell Consulting, compiled by Digitimes, May 2022
