The latest DSCC report shows that LCD TV panel prices bottomed in September 2022 after a brief rebound in the fourth quarter, prices appear to be in a pressure level pattern. no change in December 2022 and January 2023. While most sizes increased in price in the fourth quarter, the increase was modest.
The report notes that prices for all six screen sizes it tracks were unchanged in December, with the average price in the fourth quarter increasing only 0.5 percent from the average price in the third quarter.
DSCC said it expects prices to remain unchanged again in January and begin to rise slowly in the last month of the quarter (March 2023) as excess inventory in the display supply chain is finally depleted on average in the first quarter.
On average, DSCC expects March prices to be 3.6 percent higher than December prices and expects prices in the first quarter of 2023 to be 2.5 percent higher than prices in the fourth quarter of 2022.
The DSCC expects the industry to recover to some extent after excess inventory in the display supply chain has been cleared. However, as the overall demand recovery in the market will take some time, it cannot be predicted with great certainty that the elimination of inventory means that panel prices will continue to rise.
