LCD TV Panel Market Trends (June 2025) & July 2025 Forecast
After holding steady for two to three months, global LCD TV panel prices began to soften in the final month of Q2, with declines across all sizes. Smaller sizes (under 43") dropped by $1–2, while midsize and large sizes fell by $3–4.
During previous downturns, panel makers maintained official prices, but TV brands often balanced costs through special deals, marketing funds (MDF), rebates, or delayed payments.
Key Predictions for July
- Price drops will continue at a similar rate as June, though slightly narrower.
- August outlook: Cautiously optimistic for stabilization, pending:
- More aggressive production cuts by panel makers.
- Coordinated industry action.
- Release of new government subsidies (China).
The market awaits clearer signals.
Supply & Demand
- Production: In June, major panel makers operated high-generation lines at 75–80% capacity. July rates expected to stay below 80%.
- Demand: Weak overall due to sluggish sales. Brands are cutting panel orders—starting with smaller players, now extending to top-tier brands.
- Chinese brands: Facing pressure overseas (e.g., Samsung competition) and domestic challenges (post-subsidy "618" sales fell short). Inventory management is now cautious.
RUNTO’s Take
Amid weak TV demand, panel prices rose in Q1 and stabilized in Q2, but underlying stress built up. Recent price corrections help release pressure, realign the market, and restore buyer-seller equilibrium—both sides are psychologically prepared.
Price Trends by Size
- 32"/43": Small sizes faced pressure since March, with price volatility from Taiwanese suppliers.
- June: $1 drop (32": $34; 43": $65).
- July forecast: 32" may hold; 43" could drop another $1.
- 50": June average fell $1 to $98, but chaotic trading (deals at $88–95). July likely down $1.
- 55": June dropped $2 to $123 (strategic clients: $115–118). July forecast: $2 decline.
- 65"/75": June fell $3 (65": $175; 75": $238). Tiered pricing exists (65": $165–170; 75": $225–230; Japanese suppliers lower). July: $3 drop expected.
- 85": June down $4 to $333; July decline likely. Bulk deals near $320 observed.
- 98": Low volume, minimal market impact. Stable at $400–430. Nearby 100" trades at $440–470.
After holding steady for two to three months, global LCD TV panel prices began to soften in the final month of Q2, with declines across all sizes. Smaller sizes (under 43") dropped by $1–2, while midsize and large sizes fell by $3–4.
During previous downturns, panel makers maintained official prices, but TV brands often balanced costs through special deals, marketing funds (MDF), rebates, or delayed payments.
Key Predictions for July
- Price drops will continue at a similar rate as June, though slightly narrower.
- August outlook: Cautiously optimistic for stabilization, pending:
- More aggressive production cuts by panel makers.
- Coordinated industry action.
- Release of new government subsidies (China).
The market awaits clearer signals.
Supply & Demand
- Production: In June, major panel makers operated high-generation lines at 75–80% capacity. July rates expected to stay below 80%.
- Demand: Weak overall due to sluggish sales. Brands are cutting panel orders—starting with smaller players, now extending to top-tier brands.
- Chinese brands: Facing pressure overseas (e.g., Samsung competition) and domestic challenges (post-subsidy "618" sales fell short). Inventory management is now cautious.
RUNTO’s Take
Amid weak TV demand, panel prices rose in Q1 and stabilized in Q2, but underlying stress built up. Recent price corrections help release pressure, realign the market, and restore buyer-seller equilibrium—both sides are psychologically prepared.
Price Trends by Size
- 32"/43": Small sizes faced pressure since March, with price volatility from Taiwanese suppliers.
- June: $1 drop (32": $34; 43": $65).
- July forecast: 32" may hold; 43" could drop another $1.
- 50": June average fell $1 to $98, but chaotic trading (deals at $88–95). July likely down $1.
- 55": June dropped $2 to $123 (strategic clients: $115–118). July forecast: $2 decline.
- 65"/75": June fell $3 (65": $175; 75": $238). Tiered pricing exists (65": $165–170; 75": $225–230; Japanese suppliers lower). July: $3 drop expected.
- 85": June down $4 to $333; July decline likely. Bulk deals near $320 observed.
- 98": Low volume, minimal market impact. Stable at $400–430. Nearby 100" trades at $440–470.
