LCD TV Panel Costs Rise Toward $125
Omdia expects 65-inch LCD TV open cell cash costs to climb as Chinese panel makers raise prices.
Updated on Nov. 9, 2026 in Inflation
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Omdia forecasts that the cash cost of 65-inch LCD TV open cells will rise from $112 last year to $116.8 this year and $124.55 next year. Chinese panel makers BOE, TCL CSOT, and HKC have notified clients of planned price increases.
Why it matters
Rising panel costs can flow through to the price of televisions as component suppliers face higher input costs and tighter supply. Competition for electronic components driven by artificial intelligence industry expansion and higher oil prices are adding to the cost burden.
Omdia projects a cumulative 11.2% rise in 65-inch open cell cash costs over two years, from $112 to $124.55. Estimated fourth-quarter component increases range from 10 to 30% for circuit boards, timing controllers and glass substrates.
The players
Omdia
Omdia is a global technology research firm whose market forecasts are widely used by display and electronics industry participants.
Samsung Electronics
Samsung Electronics is a South Korean conglomerate and one of the world's largest television manufacturers, and it is a major buyer of panels from BOE.
BOE
BOE is a Chinese display panel maker and one of the largest LCD panel suppliers globally.
The details
Chinese panel companies, which control 70 to 85% of the 65-to-85-inch LCD panel market, are restraining oversupply by adjusting production line operation rates. Samsung Display and LG Display have withdrawn from large-TV LCD production, while Samsung Electronics' panel purchases from BOE this year are forecast at about 4.4 million units.
Timeline
Last year: 65-inch open cell cash cost was $112.
This year: open cell cash cost is forecast to reach $116.8.
Fourth quarter this year: estimated component price increases take effect.
December: open cell price increases are expected to appear in actual transactions.
Next year: open cell cash cost is forecast to reach $124.55.
Market Landscape
The exit of Samsung Display and LG Display from large-TV LCD production has concentrated panel supply among Chinese makers, who now control 70 to 85% of the 65-to-85-inch market. That concentration gives BOE, TCL CSOT, and HKC greater leverage to pass on higher costs.
Higher panel costs may lead to higher retail prices for large-screen televisions as manufacturers pass on component increases. Consumers shopping for TVs in the coming year may see less room for discounting on 65-inch models.
The takeaway
Large-screen TV prices are likely to firm up as panel supply concentrates and component costs climb. Buyers planning purchases over the next year may benefit from acting before the forecast increases reach retail shelves.
Further reading
Track broader price pressures in our Inflation section.
Source note: This article includes information reported by Business Korea.
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