What They Say
After reporting on its TV panel prices yesterday (Sigmaintell Research?TV Panel Price Trends in Jun.2022 (The early June edition)) and now we have its data on smartphone and tablet panel prices. The data covers LCDs and sees small declines in each category this month.
Amorphous LCD panels are declining continuously because of the reducing share of the market. LTPS LCD is also on a downward trend based on brands’ reduced orders and with supply ‘loose’. Rigid OLED demand is down YoY but prices remain stable. The prices for existing projects are stable, but Sigmaintell expects “aggressive pricing strategies”.
Tablet prices are also on the way down with low demand and channel inventory is high.
What We Think
Again, nothing unexpected here, given the state of the supply chain and with weak demand. (BR)
