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Tag Archives: LCD TV panels

Panel Makers LCD TV Target Growing by Only 3% in 2015, as They Shift to Larger Sizes

We collect business plans of TV panel makers in the Quarterly LCD TV Value Chain & Insight Report, and the current 2015 target is 257M, up only 3% Y/Y from 2014, which is 249M, as described in the Quarterly Large-Area TFT Panel Shipment Report. However, 2015 will show strong area growth, as large panels are expected to grow substantially. Continue Reading

LCD TV Brands’ Production Expected To Reach Record High in October

Since Q2’14, LCD TV panels have been in tight supply due to increases in purchasing by some leading LCD TV brands. As shown in our Monthly Large-Area LCD Pricing Report, prices for mainstream sizes (32”, 40”, 42”, 48”/49” and even 50”, 55”) have been increasing. Continue Reading

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