50k610gwn lcd panel price

According to industry insiders, Samsung has taken the decision to close down its last LCD production lines, coming into effect six months sooner than expected. According to industry insiders talking to the Korea Times, the June closure has been hastened due to the precipitous fall of LCD pricing driven by competitors based in China and Taiwan. As the news comes via unnamed "industry insiders", take the news with a healthy amount of salt until an official statement is made.

The apparent sudden change of heart by Samsung needs little supplementary explanation if you cast your eyes over the chart above. The chart, courtesy of Display Supply Chain Consultants (DSCC), shows the TV panel price index plotted against year on year change from January 2015 to today. The steepness of the decline seen from late 2021 is enough to give an analyst vertigo. It may show some signs of bottoming out now, but please note that we are in negative territory, approaching -60% pricing YoY.

Samsung Display is an important player in the business of making flat panel displays. The South Korea-based firm makes some of the best screens for devices spanning tiny wearables to full wall-sized modular TVs. Some of its displays go into PC monitors that are own branded, and others will be used by partners like Asus and Alienware.

It is expected that employees who were part of the LCD business operations will be reallocated to Samsung Display"s quantum dot (QD) and organic light-emitting diode (OLED) screen production. Hopefully the removal of the LCD lines, and rebalancing into QD and OLED, will bring economies of scale to Samsung"s operations and help make these vibrant modern screen technologies more accessible.

It may seem odd in the face of stalled economies and stalled AV projects, but the costs of LCD display products are on the rise, according to a report from Digital Supply Chain Consulting, or DSCC.

Demand for LCD products remains strong , says DSCC, at the same time as shortages are deepening for glass substrates and driver integrated circuits. Announcements by the Korean panel makers that they will maintain production of LCDs and delay their planned shutdown of LCD lines has not prevented prices from continuing to rise.

I assume, but absolutely don’t know for sure, that panel pricing that affects the much larger consumer market must have a similar impact on commercial displays, or what researchers seem to term public information displays.

Panel prices increased more than 20% for selected TV sizes in Q3 2020 compared to Q2, and by 27% in Q4 2020 compared to Q3, we now expect that average LCD TV panel prices in Q1 2021 will increase by another 12%.

The first chart shows our latest TV panel price update, with prices increasing across the board from a low in May 2020 to an expected peak in May/June of this year. Last month’s update predicted a peak in February/March. However, our forecast for the peak has been increased and pushed out after AGC reported a major accident at a glass plant in Korea and amid continuing problems with driver IC shortages.

Prices increased in Q4 for all sizes of TV panels, with massive percentage increases in sizes from 32” to 55” ranging from 28% to 38%. Prices for 65” and 75” increased at a slower rate, by 19% and 8% respectively, as capacity has continued to increase on those sizes with Gen 10.5 expansions.

Prices for every size of TV panel will increase in Q1 at a slower rate, ranging from 5% for 75” to 16% for 43”, and we now expect that prices will continue to increase in Q2, with the increases ranging from 3% to 6% on a Q/Q basis. We now expect that prices will peak in Q2 and will start to decline in Q3, but the situation remains fluid.

All that said, LCD panels are way less costly, way lighter and slimmer, and generally look way better than the ones being used 10 years ago, so prices is a relative problem.

LCD TV panel prices reached all-time lows in August but they continue to decline in September, and we continue to forecast that the industry will have an “L-shaped” recovery in the fourth quarter. In other words, no recovery at all until 2023; the only question is how low prices will go before they flatten out. The ‘perfect storm’ of a continued oversupply, near-universally weak demand and excessive inventory throughout the supply chain has combined, and every screen size of TV panel has reached an all-time low price. Although fab utilization slowed sharply starting in July, we do not see any signal to suggest that prices can increase any time soon.