No Relief From Plunging LCD TV Panel Prices Until 2023: DSCC

LCD TV panel prices, having already reached all-time lows, are continuing to decline in Q3, albeit at a slower pace than in Q2, reported Display Supply Chain Consultants Monday. It’s forecasting “no recovery at all” in panel prices until 2023. The “perfect storm” of an oversupply, near-universally weak demand and excessive inventory throughout the supply chain is keeping TV panel prices at record lows at “every screen size,” it said. Though fab utilization slowed sharply in July, “we do not see any signal to suggest that prices can increase anytime soon,” it said.