DSCC latest report shows that LCD TV panel prices have reached an all-time low, but still continue to decline, the third quarter decline is slowing down, the industry is expected to appear in the fourth quarter “L-shaped” recovery. This also means that the LCD TV panel prices in 2023 before the rebound or recovery is not possible.
The report points out that for most industry players, the price of all panels below 75 inches has now fallen below cash cost.
According to DSCC’s quarterly panel plant capacity utilization report data, the LCD industry’s utilization rate dropped from 87 percent in April to 83 percent in May to 73 percent in July. While the monthly price decline slowed to 4.8% in July, a further slowdown is expected in August and September. However, the damage from the steep price decline in June will add to the year-over-year decline throughout the third quarter. Prices are expected to fall by an average of 15.6 percent in the third quarter.
DSCC said that when looking at pricing on an area basis, higher-generation lines have a greater price premium for producing larger sizes. 65-inch and 75-inch, produced on the 10.5-generation line, have long enjoyed a significant price premium over smaller screen sizes, but that premium disappeared in the second quarter. in August, area prices for 65-inch are expected to be on par with 32-inch, which is the industry’s The lowest in the industry, at $96 per square meter.
