What They Say
Sigmaintell Research released its data on LCD price trends for open cell TV panels. Prices are continuing to rise with 55″, 65″ and 75″ panels all expected to be up by $10 in March, from $9 in February as TV brands have low inventory and firms still see strong user demand for TVs. Driver chip supply continues to be a problem.
What We Think
The only cloud on the horizon is whether strong demand for TVs can be maintained as the world returns to some kind of normality in the second half of the year. (BR)
