March 26
According to a report from Morgan Stanley, major TV brands have been stocking up in advance for upcoming promotional campaigns, driving a "price and volume increase" in panel shipments for the first half of this year. Panel prices are expected to continue rising through April.
The overall TV panel industry is poised for a strong performance in the first half of the year. Key factors include the upcoming FIFA World Cup from June to July and China's 618 shopping festival, combined with rising component costs that have prompted brands to accelerate their procurement. These elements are expected to fuel both higher shipment volumes and rising prices for TV panels in the first half of the year.
