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This report analyzes global TV market trends in 1Q26, with a focus on the strategic implications of the TCL–Sony joint venture. As Japanese brands continue to lose market share, Sony is adopting an asset-light strategy by leveraging TCL’s manufacturing and supply chain strengths to reduce operational risks and enhance competitiveness in high-end products. The partnership is expected to reshape industry supply chain dynamics, affecting panel procurement, ODM structures, and regional market deployment.
Through accumulating major components' costs, this report analyzes smartphone's mainstream size panels' cost structure and predicts their future cost trend, so that our customers can accurately calculate panel cost structure and products' profitability.
The analysis of Notebook and Tablet panel cost & breakdown is conducted by stacking main component costs, further decomposing panel price structure of various mainstream sizes by applications and predicting future cost trend, which keeps clients updated on panel cost structure and product profitability.
The analysis of Monitor & TV panel cost & breakdown is conducted by stacking main component costs, further decomposing panel price structure of various mainstream sizes by applications and predicting future cost trend, which keeps clients updated on panel cost structure and product profitability.
Panel price forecast includes monthly average prices and price forecast in the next year for LCD TV panel, LCD monitor panel, and notebook panel. Based on current economic conditions, panel makers' capacity changes, cost structure, and component supply, the forecast could keep client updated on panel price trend in the year to come.
Utilization Operation Tracker emphasizes on the LCD gen5 and above fabs’ monthly glass substrate input, including the monthly available input changes and volume which can be converted into utilization, in order to well control the capacity changes of the worldwide Gen5-and-above fabs. Besides of panel makers’ inputs, the inputs by regions and by generations are included for comparison with the demand side.
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such as cell or glass. Prices will be also presented by their high-, low- and average-price levels for customers' references. Besides, smartphone panel price forecast is newly added, it could keep clients updated on smartphone panel price trend in the year to come.
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure delivery platform. Reports are typically provided in PDF format and released on an ad-hoc basis.
TrendForce research team provides the global LCD TV panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relationship between major panel makers and their brand clients as well as an analysis of brands’ procurement strategy changes to all panel suppliers.
Market Flash is a dedicated membership program that provides clients with access to special reports on display-related markets, offering timely insights and exclusive research updates through a secure delivery platform. Reports are typically provided in PDF format and released on an ad-hoc basis.
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