Chinese LCD panel makers raise prices for Samsung, LG, Sony

September 19, 2026 at 03:59 PM2 min

This digest was compiled by AI from multiple sources — links to the originals are below.

Chinese LCD panel makers BOE, TCL CSOT and HKC have notified Samsung, LG and Sony of price increases. The hikes come as TV makers prepare for peak year-end sales, limiting their ability to cut panel purchases. The move reflects China's dominant position in large-size LCD panels.

Key Facts

BOE will implement new prices in the fourth quarter, while TCL CSOT and HKC will raise prices on select products in September.
The price increases affect major TV makers including Samsung Electronics, LG Electronics and Sony.
Chinese makers BOE, TCL CSOT and HKC hold a combined 70–85% share of the 65-, 75- and 85-inch LCD TV panel market, according to Omdia.
Utilization at some Chinese LCD panel lines is only about 70%, indicating no significant supply-demand imbalance.
Samsung Display exited LCD panel production in 2022, and LG Display stopped TV LCD production in South Korea and later sold its Guangzhou plant.

Price Hike Notifications

BOE, TCL China Star Optoelectronics Technology (TCL CSOT) and HKC Display Technology recently sent price revision notices to clients, according to The Elec. The notices were received by major TV manufacturers including Samsung Electronics, LG Electronics and Sony. BOE will introduce new prices in the fourth quarter, while TCL CSOT and HKC will raise prices on select products as early as September.

Market Dominance

Chinese producers BOE, TCL CSOT and HKC have formed an oligopoly in large-size LCD TV panels, according to research firm Omdia. Their combined share of the 65-, 75- and 85-inch panel market ranges from 70% to 85%. In the ultra-large panel segment, Chinese companies control nearly the entire market. Samsung Display stopped LCD panel production in 2022, and LG Display halted TV LCD production in South Korea and later sold its Guangzhou plant.

Supply Management

Utilization at some Chinese LCD panel lines is only about 70%, according to industry participants. Instead of increasing output, Chinese manufacturers are limiting production to curb oversupply and maintain current price levels. The price increases come as TV makers typically begin component purchases and production ramp-up from August–September for Black Friday and Christmas sales.