Blog from October 2025

LCD TV Panel Prices Heading Down in Q4 2025

October 7, 2025

After a brief respite in August and September, LCD TV panel prices are heading down again as we approach the holiday sales season. The recent pattern of more gentle price fluctuations seems to be holding but pricing pressure is on the downside.
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Flat Panel Display Fab Utilization Trending Down in Q4

October 20, 2025

After a stronger-than-expected third quarter, flat panel display fab utilization is trending down in Q4 2025, according to the latest release of Counterpoint Research’s Quarterly All Display Fab Utilization Report, issued last week. Higher production in Q3 2025 has led to a build-up in inventory which risks overshooting the expected demand in the holiday sales season.
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Frontlight Filmmaker Azumo Building US Supply Chain for Reflective LCD, Gets Boost from Amazon

October 27, 2025

Azumo, a developer of extremely low-power reflective LCD technology, has taken steps in recent months to develop a US-based supply chain for flat panel displays. The company is moving towards mass production of reflective LCD modules for use in a variety of applications. Earlier this month, it received a boost from Amazon when the tech giant announced that Azumo was one of eight companies chosen to advance in the Amazon Devices Climate Tech Accelerator, a 16-week program designed to accelerate technologies that lower the carbon footprint of millions of Amazon devices worldwide.
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Display Glass Revenues Up 11% in Q3 2025 on Strong Volume, Price Increases

October 28, 2025

Price increases in the second half of 2024, combined with strong utilization by panel makers in Q3 2025, drove display glass revenues to their highest value in at least 10 years, according to Counterpoint Research’s Display Glass Report, released last week. Display glass revenues increased 1% QoQ and 11% YoY in the third quarter, and although we expect that revenues will decline in the fourth quarter, they will increase 11% YoY for the full year of 2025.
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