What They Say
Sigmaintell released its forecast for price changes in mobile and tablet panel prices in June. In mobile, the firm said that demand is moderating and that the supply side has stabilised as panel makers have allocated capacity to other applications. Low end a-si panels may decline in price, while LTPS is stable. Pricing for flexible OLEDs to large smartphone brands are stable, although there is a risk that smaller buyers may see price rises.
In tablets, again demand is declining and there may be some price competition in lower specification 10.1″ panels.
Overall, the pricing was forecast to be stable this month, with no change.
What We Think
We do seem to be on the top of the curve. (BR)
