LCD TV open cell prices started to rise in October 2023. With the ending of depreciation costs, component costs are reduced, and panel makers can reduce panel costs.
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Display Dynamics – October 2023: Cost of LCD TV open cells reduced as depreciation ends and component costs decline
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LCD Display Cost Model – 1Q23 Main
Data / 25 Aug 2023 / Tadashi Uno
Display module and open cell prices are increasing continuously. Panel maker operations are now profitable. The LCD display cost model shows the actual major LCD display cost structure.
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LCD Display Cost Model – 1Q23 Data Tables
Data / 23 Aug 2023 / Tadashi Uno
Module prices are increasing and so are panel maker profits. Glass prices are on the rise, but polarizer and DDIC prices are falling. The LCD cost model shows how panel makers are reducing their costs.
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The Analyst Team
Tadashi Uno
Follow AnalystResearch Manager, Display Components & Cost
Tadashi Uno covers various aspects of displays, including the display glass, the display panel for smartphones and tablets, and the cost model for large-sized displays.
Before joining the company in 2014, he was with DisplaySearch, a leader in primary research and forecasting on the global display market, where he served as director of display materials and components. Previously, Tadashi was manager of the planning division for display component operations at Dai Nippon Printing in Tokyo, where he was responsible for the company’s display components and relationship with glass manufacturers and driver integrated circuit makers. He has a bachelor's degree from the University of Kyoto-Sangyo in Kyoto, Japan.
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