What They Say
Sigmaintell Research published its October data for TV panel pricing and that highlighted the sharp drop in pricing that is being seen across all sizes. 50″ and above TVs are expected to be down by $20 and for 50″ that means from $148 to $128 (-13.5%). Smaller sizes are down less in $ but the same sort of percentage, although that is a lower drop in percentage terms than was seen last month.
What We Think
I can’t add a lot to this report. Prices will come down until TV demand increases again. It’s not clear when that will be. It has always been easier to forecast supply than demand! (BR)
