LCD TV Panel Prices Continue to Increase
The rally in LCD TV panel prices has outlasted the second quarter and extended into the third, despite a widespread increase in supply as LCD makers increase utilization. Prices have increased enough to bring many panel makers into positive margins. The second and third quarters typically see the TV supply chain building inventory toward the big selling season in the fourth quarter. Undoubtedly, inventory is now building in the value chain, the only question is whether it is the right amount for fourth quarter demand.