LCD TV panel prices reached a temporary peak in April-May 2026 and will fall starting in June, continuing into Q3 2026.
The downturn comes despite a modest uptick in TV demand as the year started. Global TV shipments increased 3% YoY in Q1 2026, according to Counterpoint’s Global TV Shipments Monthly Tracker. The geographic pattern of shipments indicates that this is setting up inventory ahead of the World Cup, which will take place in the US, Canada and Mexico starting in June. Shipments increased in Latin America (+5%), North America (+10%) and Western Europe (+18%), while shipments were flat or down in China and other regions.