TV Maker Profit Margins vs. LCD Module Profit Margins
Panel prices are becoming the biggest swing factor for TV makers’ profitability. The LCD module is 70-80% of the cost of an LCD TV set, and most of the value-added features are in the LCD panel rather than the chassis. TV makers’ procurement has been heavily dependent on panel prices when the market is in oversupply, but when the market is in shortage, panel availability affects market share. […]
Fri, Feb 6, 2015 at 10:42 AM