Market Insight

[Display Dynamics] Who should be worried about the 40-inch supply?

July 01, 2016  | Subscribers Only

Deborah Yang Deborah Yang Director, Display Supply Chain

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The panel supply is tighter since early in this second quarter, caused mainly by panel supply issues. Accordingly, panel prices rising after record lows. TV makers are purchasing panels more aggressively, in particular panels in the 40-inch class. Some are even over-stocking despite uncertainty about global TV demand, which is forecast to be weak. Some leading global TV brands like Samsung are short on panels while Chinese TV makers are carrying inventories and have highlighted that pipeline inventories remain an issue.


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