2026 is starting out in a positive direction for LCD TV panel makers. LCD TV panel prices hit a recent low point in December 2025, but they are heading up in Q1 2026 as controlled supply outweighs stagnant demand.

After some positive demand signals in the first months of 2025, the global TV market has weakened. The TV market in Mainland China has been particularly weak, showing double-digit % decreases YoY for every month since July, according to Counterpoint’s Global TV Shipments Monthly Tracker. TV shipments for YTD November are up less than 1% compared to 2024.