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Tag Archives: LCD TV panels

LCD Panel Supply and Demand: Will 2015 Be Tighter?

Panel makers benefitted from the panel shortage in Q2’14, which enabled panel prices and shipments to increase at the same time. We recently summarized the reasons for the shortage. We are expecting the tightness in TV, notebook PC, and monitor panels to continue in Q3’14, before inventory adjustments are made in Q4’14. Continue Reading

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

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