What They Say
Sigmaintell has put out its report on TV panel prices and confirmed what DSCC had said, that prices are falling sharply and the firm said that “the negotiation between the two sides in the supply chain has entered a white-hot stage”
There is likely to be a drop of $10 in September for 32″ panels. The next range up (39.5″ to 43″) remains in oversupply and prices will keep falling. 50″ exports have fallen and prices will keep going down. At 55″, brands are being conservative in stocking, so again there is oversupply with falling prices.
What We Think
Here we go again around the crystal cycle…. (BR)
