LCD TV panel prices, which reached a temporary plateau in Q2 2026, started falling in July and are continuing to decline through Q3 2026. We expect prices to stabilize at lower levels in Q4 2026.
The downturn was postponed by strong TV demand related to the World Cup, but TV shipments started to fall in May, and demand is softening in Q3 2026. This pattern has also been observed in previous World Cup (and Olympics) years. The demand from the sporting event is mostly pulled forward from the second half of the year. At this point, there are a few demand drivers until the fourth quarter.