Institution: LCD TV panel prices are certain to continue to rise in April
Luotu Technology, a Chinese technology industry insight provider, stated that LCD TV panel prices are "certain" to continue to rise in April or even May.
Due to panel manufacturers controlling production capacity utilization, the price of liquid crystal display (LCD) panels has also increased, and the global supply and demand of LCD TV panels remain tight. However, Sigmantell stated that market dynamics are changing.
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In terms of demand, the price of LCD TV panels continues to rise, coupled with inventory demand for promotional activities, sports events, and other activities, making the purchasing momentum of TV brands strong. However, with the continuous rise in TV panel prices, the cost of finished products has increased, and the risk of losses has increased, exacerbating the concerns of TV manufacturers.
From the supply side, with the support of demand recovery and good inventory levels, panel manufacturers have significantly increased utilization rates since March. In addition, reports of the shutdown of old production lines, such as Sharp's possible closure of its tenth generation panel production line, are expected to change the supply pattern and further affect negotiations between buyers and sellers.
In late March, mainstream TV panel size prices continued to rise, with prices of 32 to 55 inch LCD TV panels rising by $1-4. The demand for larger panels such as 65 inches and 75 inches is more elastic, with a higher concentration of panels, resulting in an average price increase of $5.
Lotu Technology predicts that the upward trend in LCD TV panel prices starting from March will continue until April, with small and medium-sized panels expected to rise by 1-2 US dollars and medium to large-sized panels expected to rise by 3-5 US dollars. This indicates that the current price increase is expected to continue at least until May, reaching the previous price peak.