LCD TV Panel Prices Increasing in Q2 – Can the Rally Last?
Published May 1, 2023
LCD TV panel prices hit an all-time low in September 2022, and after two quarters of lackluster increases, prices are increasing at a robust rate in Q2’23. With LCD fab utilization well below normal levels from Q3’22 to Q1’23, excess TV panel inventories in the supply chain have been flushed out and panel purchases have started to recover. With LCD fab UT% increasing in Q2, we forecast that the price rally will be short-lived and that prices will stabilize in Q3’23.
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