As the year comes to a close, panel prices are once again heading into a period of adjustment. On one side, demand from TV manufacturers is still low, which means panel prices are expected to continue their downward trend. On the other hand, panel makers aim to keep their financial reports looking strong, so they would prefer to limit price cuts as much as possible.
Looking at specific sizes:
**32-inch:** With the market showing signs of recovery, demand has been steadily increasing. However, brands like HKC, SDC, and LGD have started ramping up supply in November, leading to a balance between rising supply and demand. This has resulted in a gradual decline in prices.
**40-43 inches:** High inventory levels for 40-inch panels have created pressure, causing a slight drop in this segment. Moving forward, it's expected that some of the demand from 32-inch TVs will shift here, stabilizing the price decline.
**49-50 inches:** Both 49 and 50-inch panels are facing high inventory pressures. While 50-inch prices have seen a slight increase in decline, 49-inch panels are absorbing some of that pressure, resulting in a $5 drop.
**55-inch:** Due to product restructuring, panel shipments for 55-inch models in Q3 were lower than in Q2. This has led to a delayed supply response in the fourth quarter, with tighter supply and demand helping to maintain relatively stable prices.
**65-inch:** Shipments for 65-inch panels have grown by more than 60% compared to the start of the year. However, the pre-sold terminal market hasn’t been able to absorb this rapid growth, leading to increased inventory. Combined with high profit margins, there’s an incentive to cut prices to boost sales. As a result, 65-inch panels are expected to see around a $10 decline.
**Continental Machines:** After the Double 11 sales event, channel inventories have significantly dropped, giving companies more room to restock. There's still a big gap between current performance and annual targets, so the low-price strategy is likely to continue, accelerating inventory turnover and boosting shipments.
With upcoming promotional events like December 12th and New Year’s Day, average TV prices are expected to keep falling in the retail market. However, since many brands heavily promoted in November, they may have overdrawn future promotions. This could lead to a narrower price decline in December.
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