Slowdown in TV Market Driving LCD Oversupply

Published October 11, 2021

The TV market in the second half of 2021 is slowing down, which is the main factor in an increasing oversupply in the LCD industry. Because of the long-time lag required to bring new capacity online, the pandemic-driven supply shortage that started in 2020 extended to the middle of this year, but panel supplies continued to increase in Q3 despite the industry shifting to oversupply. Even a slowdown in Q4 2021 will not absorb an inventory overhang which will persist into 2022.

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Written by

Bob O'Brien