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http://www.digitimes.com/displays/a20061011A3009.html
With prices for 42-inch LCD TVs fallen below that for a 40-inch LCD TVs in the beginning of October, shipments of 42-inch LCD TVs are expected to pick up significantly throughout the year-end.
Quotes for Philips-branded 42-inch LCD TVs have dropped to US$1,699 at Costco's website at the beginning of this month, while LG Electronics (LGE) is promoting its 42-inch models at US$1,999 at BestBuy. Meanwhile, Samsung Electronics is promoting its 40-inch models at US$1,799 at BestBuy, while Sony's Bravia-branded 40-inch models are priced at US$1,899 on Costco's website.
S-LCD enjoys price advantage due to earlier operation
Samsung and Sony are both betting on the 40-inch LCD TV segment. Their joint venture, S-LCD, began volume production at the world's first seventh-generation (7G) plant in April 2005. Around 70-80% of the 40-inch panels produced at S-LCD's 7G line are shipped to Samsung and Sony.
LG.Philips LCD's 7.5 generation (7.5G) plant did not started volume production until January 2006, nearly eight months behind S-LCD. As a result, prices for 42-inch panels, the major product for LG.Philips LCD's 7.5G plant, were higher than those for 40-inch panels, mainly pushed by Sony and Samsung.
The ASP (average selling price) for 42-inch LCD panels was US$1,100 at the beginning of this year, US$170 higher than that for 40-inch LCD panels, according to research firm WitsView Technology.
Prices for 42-inch LCD TVs from LGE, a major customer of LG.Philips LCD, were US$1,000 more than Sony's 40-inch S-series model in the first half of 2006. With a less well-know brand and a significant higher price point than 40-inch LCD TVs, the sales of 42-inch LCD TVs were not as strong as expected in the first half, which caused a high inventory level of 42-inch panels at LG.Philips LCD in the second quarter of 2006.
LG.Philips LCD slashed 42-inch panel prices in 3Q
The price gap between 42- and 40-inch LCD TVs has caused a shipment slowdown and inventory pileup for the 42-inch panels from LG.Philips LCD. The inventory turnover levels at the maker reached 42 days in the second quarter of 2006, up from 35 in the first quarter.
Samsung, in comparison, said its inventory turnover days were only seven days in the second quarter thanks mainly to strong shipments LCD TVs of both Samsung's own brand and Sony's Bravia series.
To reduce its inventory, LG.Philips LCD has been aggressively cutting prices of its 42-inch panels in the third quarter. Prices for the segment fell to US$700 in September, down from US$800 in July, and the price gap from 40-inch panels have narrowed to US$10. Prices of the 42-inch segment are likely to further drop to US$650 in the fourth quarter.
Sharp price drop of 42-inch LCD TVs
The aggressive price-cutting strategy from LGE and Royal Philips Electronics, the two major vendors pushing 42-inch LCD TVs, have helped the 42-inch segment gain share in the large-size LCD TV market.
In North America, 42-inch LCD TV is now catching up with the 40-inch segment. According to a survey by NPD, sales volume of 40-inch LCD TVs dropped 15% on month to 26,500 units in July in North America, compared to a 14% sequential growth to 3,860 units for the 42-inch segment.
In August, the sales volume of 42-inch LCD TVs rocketed 67% on month while 40-inch LCD TVs only saw a 1% sequential growth, according the research firm.
With prices for 42-inch LCD TVs fallen below that for a 40-inch LCD TVs in the beginning of October, shipments of 42-inch LCD TVs are expected to pick up significantly throughout the year-end.
Quotes for Philips-branded 42-inch LCD TVs have dropped to US$1,699 at Costco's website at the beginning of this month, while LG Electronics (LGE) is promoting its 42-inch models at US$1,999 at BestBuy. Meanwhile, Samsung Electronics is promoting its 40-inch models at US$1,799 at BestBuy, while Sony's Bravia-branded 40-inch models are priced at US$1,899 on Costco's website.
S-LCD enjoys price advantage due to earlier operation
Samsung and Sony are both betting on the 40-inch LCD TV segment. Their joint venture, S-LCD, began volume production at the world's first seventh-generation (7G) plant in April 2005. Around 70-80% of the 40-inch panels produced at S-LCD's 7G line are shipped to Samsung and Sony.
LG.Philips LCD's 7.5 generation (7.5G) plant did not started volume production until January 2006, nearly eight months behind S-LCD. As a result, prices for 42-inch panels, the major product for LG.Philips LCD's 7.5G plant, were higher than those for 40-inch panels, mainly pushed by Sony and Samsung.
The ASP (average selling price) for 42-inch LCD panels was US$1,100 at the beginning of this year, US$170 higher than that for 40-inch LCD panels, according to research firm WitsView Technology.
Prices for 42-inch LCD TVs from LGE, a major customer of LG.Philips LCD, were US$1,000 more than Sony's 40-inch S-series model in the first half of 2006. With a less well-know brand and a significant higher price point than 40-inch LCD TVs, the sales of 42-inch LCD TVs were not as strong as expected in the first half, which caused a high inventory level of 42-inch panels at LG.Philips LCD in the second quarter of 2006.
LG.Philips LCD slashed 42-inch panel prices in 3Q
The price gap between 42- and 40-inch LCD TVs has caused a shipment slowdown and inventory pileup for the 42-inch panels from LG.Philips LCD. The inventory turnover levels at the maker reached 42 days in the second quarter of 2006, up from 35 in the first quarter.
Samsung, in comparison, said its inventory turnover days were only seven days in the second quarter thanks mainly to strong shipments LCD TVs of both Samsung's own brand and Sony's Bravia series.
To reduce its inventory, LG.Philips LCD has been aggressively cutting prices of its 42-inch panels in the third quarter. Prices for the segment fell to US$700 in September, down from US$800 in July, and the price gap from 40-inch panels have narrowed to US$10. Prices of the 42-inch segment are likely to further drop to US$650 in the fourth quarter.
Sharp price drop of 42-inch LCD TVs
The aggressive price-cutting strategy from LGE and Royal Philips Electronics, the two major vendors pushing 42-inch LCD TVs, have helped the 42-inch segment gain share in the large-size LCD TV market.
In North America, 42-inch LCD TV is now catching up with the 40-inch segment. According to a survey by NPD, sales volume of 40-inch LCD TVs dropped 15% on month to 26,500 units in July in North America, compared to a 14% sequential growth to 3,860 units for the 42-inch segment.
In August, the sales volume of 42-inch LCD TVs rocketed 67% on month while 40-inch LCD TVs only saw a 1% sequential growth, according the research firm.
