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Author Archives: Deborah Yang

Deborah Yang

About Deborah Yang

Deborah is a Research Director, Monitor & TV for DisplaySearch and specializes in analyzing value chains for TVs and LCD monitors.
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4K LCD TV Panel Value Chain is Changing in 2014

With rapid adoption of the 4K in the TV market, the 4K LCD TV panel value chain is changing in 2014. In technology, developments such as RGBW, M+ or 1G1D (One Gate One Drain Driving) are aimed at making 4K LCD panels cheaper and more efficient. Continue Reading

Black Friday Comes Early in 2014

Black Friday following Thanksgiving is the most important consumer electronics promotion time for the North America market, as TV brands work with retailers to cut prices to compete for consumers. Each year, special promotions and “fighter” models show up, with bigger sizes and lower prices each year. Continue Reading

Strong TV Panel Demand from Chinese TV Makers Expected to Slow in May

After reaching a record high of 6.8M in December, our research indicates that shipments of LCD TV panels to Chinese TV makers fell to 5.0M in January, declining 26% M/M, about five points worse than we had forecast. LG Display and Chinese panel makers did worse than expected, but Innolux, Samsung, and AUO had shipments as planned.  Continue Reading

TV Panel Shipments Remain Strong – For Now

Currently, there are mixed signals on LCD TV panel supply/demand. Panel makers expect that inventory corrections have come to an end (panel price reductions were modest in December), continue to ship at high levels in Q4’13, and are forecasting firm panel shipments for Q1’14, despite the usual seasonal decline. Continue Reading