TV Panel Prices Forecast to Hold Steady in November

TrendForce expects TV panel prices to remain flat across all sizes in November. The forecast comes as major TV brands are expected to reduce panel purchases, giving distributors a current benchmark when reviewing supplier quotes for finished televisions.

Key takeaways

• TrendForce forecasts that major TV brands will buy around 5% fewer panels in the fourth quarter than in the third.
• Panel makers made limited production cuts in October. TrendForce says those cuts have done little to tighten supply while demand remains weak.
• Panel makers are seeking higher prices, but TrendForce expects little room for increases in November without more substantial cuts to production.

What this means for traders

If a supplier attributes a higher TV quote to rising panel costs, buyers can ask for a breakdown of what has changed on the specific model and screen size. The forecast covers panel prices. Finished-set quotes can still move with exchange rates, freight, other component costs or promotional terms. When comparing orders across suppliers, check the landed cost and the period each quote covers. That gives buyers a better basis for comparing offers, especially when delivery dates or order quantities differ.

Read the full article on TrendForce