What They Say
Sigmaintell put out its panel pricing reports for both small/medium and large panels for April 2021.
Small medium prices are broadly stable, with a rise in one size of amorphous LCD smartphone panels, but stable pricing for tablets. The supply side continues to be limited by driver shortages.
Large TV panels continue to rise in price across the board in April, with all sizes rising in price.
What We Think
The pressure on prices will be causing pain to set makers, but financial controllers of panel suppliers have rarely been so happy! (BR)
