Panel price declines ease, with increases in some sizes
First written in FY2016-Q3. 7 of 28 entries say "Restated". Latest entry: 2026-08-10.
The whole theme swung hardest in 2019: 5 of 14 companies on the "Worse" side.
3 other companies' latest entry also says "Other".
- 2026-08-10OtherEarnings
「Demand to replace televisions ahead of the FIFA World Cup subsided, and LCD panel prices remained generally flat.」
Following the rise in LCD panel prices in the previous interim period, driven by television replacement demand and early procurement, prices shifted to a generally flat trend. - FY2026-H1Television LCD panel prices rose moderately in the second quarterAnnual report
「TV-oriented LCD panel prices, which fell in the first quarter, rose gradually in the second quarter as TV replacement demand ahead of the FIFA World Cup increased and early procurement progressed in anticipation of higher semiconductor memory prices.」
Following the decline from the end of the previous period through the first quarter, TV-oriented LCD panel prices turned to a gradual increase in the second quarter against a backdrop of TV replacement demand and early procurement. - FY2025LCD panel prices fell in the fourth quarterAnnual report
「Procurement in anticipation of higher U.S. tariffs began to stabilize, and LCD panel prices, which had been rising gradually, fell gradually toward the fourth quarter.」
From the gradual panel price increases indicated in the first half, prices changed to a gradual decline in the fourth quarter as procurement in anticipation of higher U.S. tariffs stabilized. - FY2025-H1LCD panel prices rose graduallyAnnual report
「LCD panel prices rose gradually as panel procurement increased in anticipation of higher U.S. tariffs.」
Conditions changed from the gradual panel price declines caused by sluggish TV sales and other factors reported for the previous fiscal year to gradual increases in LCD panel prices against a backdrop of increased panel procurement. - FY2024WorsenedAnnual report
「In the flat-panel display industry, although production adjustments were made on the mass-production lines of LCD panel manufacturers, panel prices fell gradually as supply and demand deteriorated due to sluggish TV sales and other factors.」
From the bottoming-out in panel prices indicated in the previous quarter, prices turned to a gradual decline against a backdrop of deteriorating supply and demand caused by sluggish TV sales. - FY2024-Q2Panel price declines bottomed outAnnual report
「As production adjustments continued on the mass-production lines of LCD panel manufacturers, supply and demand for panels improved, and panel prices bottomed out.」
For LCD panel prices, which had been reported as falling for some products through the previous quarter, a bottoming-out was indicated against a backdrop of improved supply and demand resulting from production adjustments. - FY2024-Q1Panel prices for some products reversed from rising to fallingAnnual report
「Meanwhile, the business environment remained uncertain due to soaring resource and energy prices stemming from the situation between Russia and Ukraine, persistently high policy interest rates in Europe and the United States aimed at curbing inflation, and sharp foreign-exchange fluctuations.」
Note: This is not from the quotation above. The business environment section states that panel prices for some products fell against a backdrop of deteriorating supply and demand caused by sluggish TV sales. Conditions changed from the gradual price increases for some products through the previous quarter to declines. - FY2023-Q3AdvancedAnnual report
「As production adjustments continued on the mass-production lines of LCD panel manufacturers, supply and demand for panels improved, and some LCD panel products, whose prices had continued to fall since summer 2021, began to show a gradual recovery.」
The trend progressed from the signs of price recovery through the previous quarter, with some LCD panel products actually showing a gradual price increase against a backdrop of improved supply and demand. - FY2023-Q2RestatedAnnual report
「As a result, supply and demand for panels improved, and signs of a recovery began to emerge in LCD panel prices, which had continued to fall since summer 2021.」
It continues to state that signs of a recovery were emerging in LCD panel prices, which had fallen since summer 2021, against a backdrop of improved supply and demand resulting from production adjustments. - FY2023-Q1Signs of a recovery in LCD panel pricesAnnual report
「Signs of a recovery began to emerge in LCD panel prices, which had continued to fall since summer 2021, as supply and demand for panels improved, among other factors.」
LCD panel prices had continued to fall since summer 2021, but signs of a recovery emerged against a backdrop of improved supply and demand, among other factors. - FY2022WorsenedAnnual report
「In the flat-panel display industry, LCD panel prices continued to fall from July last year, prompting production adjustments on the mass-production lines of panel manufacturers.」
LCD panel prices continued to fall from July last year, and production adjustments occurred on the mass-production lines of panel manufacturers. - FY2021LCD panel prices reversed from rising to fallingAnnual report
「As a result, LCD panel prices, which had continued to rise since June 2020, began to fall in the fourth quarter. However, panel manufacturers' earnings remained strong because they had continued mass production for an extended period.」
LCD panel prices, which had continued rising through the previous quarter, turned downward from the fourth quarter. Meanwhile, it states that panel manufacturers' earnings remained strong. - FY2021-Q3RestatedAnnual report
「LCD panel prices continued to rise, and panel manufacturers continued operating their mass-production systems.」
LCD panel prices continued to rise from the previous quarter. - FY2021-Q2RestatedAnnual report
「In addition, concerns over shortages of panel materials intensified further, and prices continued to rise from June last year, particularly for large LCD TV panels.」
Against a backdrop of stay-at-home demand and concerns over shortages of panel materials, prices for large LCD TV panels continued to rise from the previous quarter. - FY2021-Q1RestatedAnnual report
「As people spent more time at home, demand for TVs and notebook PCs increased, and LCD panel prices continued to rise. Panel manufacturers continued operating their mass-production systems.」
It states that LCD panel prices continued to rise against a backdrop of increased demand for TVs and notebook PCs. - FY2020-Q1AdvancedAnnual report
「In addition, supply and demand for LCD TV panels improved, and panel prices began to rise.」
Following the references through the previous quarter to falling prices and front-loaded demand, LCD TV panel prices turned upward against a backdrop of improved supply and demand. - FY2019-Q3Front-loaded demand amid concerns over additional tariffsAnnual report
「In panel market conditions, concerns spread that the United States would impose its fourth round of additional tariffs on China, and shipments increased as television manufacturers brought forward demand.」
Rather than panel price trends, the report covered front-loaded demand from television manufacturers and increased shipments against a backdrop of concerns over the imposition of additional tariffs on China. - FY2019-Q2WorsenedAnnual report
「The business environment surrounding our Group was challenging in the flat-panel display industry, as the smartphone market stagnated and panel prices approached manufacturing costs.」
The report described challenging market conditions as the smartphone market stagnated and panel prices approached manufacturing costs. It explicitly identified pressure on profitability in addition to the price-decline trend through the previous quarter. - FY2019-Q1Both large and small- and medium-sized panels reversed into declineAnnual report
「In panel market conditions, prices for both large and small- and medium-sized panels fell because of inventory adjustments by set manufacturers, increased production by Chinese panel manufacturers and saturation in the smartphone market.」
Although television LCD panel prices had been reported to have risen at the end of the previous fiscal year, prices for both large and small- and medium-sized panels fell during the quarter amid inventory adjustments, increased production by Chinese manufacturers and saturation in the smartphone market. - FY2018AdvancedAnnual report
「In panel market conditions, television LCD panel prices rose for the first time in 1 year and 9 months as procurement for the year-end television sales season got into full swing and television demand in North America and China began to recover.」
While prices for large and small- and medium-sized panels had continued to decline through the previous period, television LCD panel prices rose for the first time in 1 year and 9 months. - FY2018-Q3RestatedAnnual report
「In panel market conditions, oversupply progressed, driven mainly by increased production by Chinese panel manufacturers, sluggish growth in global television demand and stagnant growth in the smartphone market, resulting in continued price declines for both large and small- and medium-sized panels.」
Prices continued to decline for both large and small- and medium-sized panels against a backdrop of increased production by Chinese manufacturers, sluggish television demand and stagnant growth in the smartphone market. - FY2018-Q2Prices continued to decline for both large and small- and medium-sized panelsAnnual report
「In panel market conditions, prices continued to decline for both large and small- and medium-sized panels as weak television and smartphone sales in the Chinese market persisted, and earnings at major panel manufacturers were expected to fall below their initial plans.」
Market conditions shifted from the previous quarter's easing decline in large-panel prices and decline in small- and medium-sized panel prices to continued price declines for both categories. The report also covered expectations for earnings at major panel manufacturers to fall below plan. - FY2018-Q1Decline in large-panel prices eased; small- and medium-sized panel prices fellAnnual report
「In panel market conditions, the decline in prices for large panels eased as demand from set manufacturers for the Chinese New Year sales season began to recover. Prices for small and medium-sized panels fell, except for flexible OLED panels, as smartphone sales in the Chinese market declined sharply.」
While the decline in large-panel prices eased, prices for small and medium-sized panels fell except for flexible OLED panels, resulting in divergent market conditions by size and product. - FY2017-Q3RestatedAnnual report
「In panel market conditions, supply and demand remained tight as television sizes became larger, keeping prices for large panels elevated. Prices for small and medium-sized panels were flat despite slower smartphone shipments, supported by the shift to OLED and larger panel sizes.」
Market conditions by panel size, with large-panel prices remaining elevated and small- and medium-sized panel prices flat, continued from the previous quarter. - FY2017-Q2Large panels remained elevated, while small and medium-sized panels were flatAnnual report
「In panel market conditions, supply and demand remained tight as older production lines for television panels were closed and no new production lines came online, while television sizes became larger, keeping prices for large panels elevated. Prices for small and medium-sized panels were flat as demand for smartphones and tablets slowed.」
Prices for large panels remained elevated, while prices for small and medium-sized panels were flat due to slower demand, resulting in divergent market conditions by panel size. - FY2017-Q1RestatedAnnual report
「In panel market conditions, prices for both television and smartphone panels continued to rise as supply and demand remained tight due to the closure of older production lines and the shift toward larger television sizes, as well as increased panel purchases by smartphone manufacturers.」
Price increases for television and smartphone panels continued from the previous period. - FY2016AdvancedAnnual report
「In panel market conditions, prices rose for both smartphone and television panels, owing in part to expectations of reduced supply from the closure of older production lines and increased purchases of LCD panels ahead of China's National Day holiday and year-end shopping season.」
While the third quarter had seen price increases and a bottoming out for some sizes, the full year saw price increases for both smartphone and television panels. - FY2016-Q3First statedAnnual report
「In panel market conditions, smartphone-panel prices for LTPS LCD panels bottomed out as the expected decline in supply from the closure of older production lines helped support demand, while prices for amorphous-silicon LCD panels continued to rise. For television panels, supply did not increase as production adjustments progressed, and after more than a year of continued price declines, panel prices rose for some sizes.」
For smartphones, the report covered LTPS prices bottoming out and amorphous-silicon prices rising, while for televisions, prices rose for some sizes.