Question 1

Why did display panel prices rise in January 2026?

Accepted Answer

Chinese panel makers cut LCD supply faster than demand fell, tightening the market and supporting higher offer levels.

Question 2

How much did TV panel prices increase?

Accepted Answer

Mainstream 32-, 43-, 55- and 65-inch LCD TV panels each rose about US$1.

Question 3

What share of LG Display's revenue now comes from OLED?

Accepted Answer

OLED products accounted for 57% of LG Display's revenue in Q2 2026, down slightly from a peak of nearly 60% in Q1 2026.

Question 4

Why is BOE's profit rising in 2026?

Accepted Answer

A stronger LCD pricing cycle combined with the ramp-up of BOE's new Gen 8.6 IT OLED production line.

Question 5

What is the biggest risk to the current panel price upcycle?

Accepted Answer

New Gen 8.6 OLED and LCD capacity arriving faster than demand can absorb it, which could soften pricing in the second half of the year.

Global Display Panel Price Tracker