Oversupply of flat panel TVs at Christmas?
Tags: HDTV, LCD, Plasma, Flat Panels, Samsung
The analysts at iSupply have a counterpoint to Samsung's claim that flat panel TV price drops will stabilize at the end of the year. Instead iSupply's research says that there will actually be a small glut of panels in the 4th quarter, leading to greater price decreases.
The two articles aren't actually as contradictory as they might seem. My belief is that Samsung is looking at their demand projection versus their production. iSupply is looking at the demand projection of all panels versus the manufacturing capacity of all suppliers. A wild card in all this is the increasing supply of panels coming from China, which Samsung may not be fully taking into account. But with high heating prices stretching consumer budgets extra thin this year, that demand forecast for flat panel TVs may be lower than expected too. For the moment, I'm buying the flat-panel glut scenario as being the more likely of the two, but my belief is that the resulting price decreases are likely to hit more toward January and February than December.
The analysts at iSupply have a counterpoint to Samsung's claim that flat panel TV price drops will stabilize at the end of the year. Instead iSupply's research says that there will actually be a small glut of panels in the 4th quarter, leading to greater price decreases.
The two articles aren't actually as contradictory as they might seem. My belief is that Samsung is looking at their demand projection versus their production. iSupply is looking at the demand projection of all panels versus the manufacturing capacity of all suppliers. A wild card in all this is the increasing supply of panels coming from China, which Samsung may not be fully taking into account. But with high heating prices stretching consumer budgets extra thin this year, that demand forecast for flat panel TVs may be lower than expected too. For the moment, I'm buying the flat-panel glut scenario as being the more likely of the two, but my belief is that the resulting price decreases are likely to hit more toward January and February than December.
posted by Carl Howe at
1:03 PM
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