TV Prices To Fall And Bundled Notebook Deals Will Be Hot
“It’s an interesting time we’re in now. Stock market declines have impacted consumer investments and, in general, consumers aren’t saving very much money, which can impact their purchasing decisions during the upcoming peak buying period,” noted Paul Gagnon, DisplaySearch’s Director of TV Market Research. “To combat this, retailers are expected to pull out all the stops this holiday seasonâ€”lowering HDTV prices, offering bundled electronic packages with HDTVs and Blu-ray disc players, using ‘creative’ financing deals. Keeping shopper traffic high for the holiday season will be a priority for both retailers and TV manufacturers.”
Gagnon believes there are several potential TV scenarios for the 2008 peak buying period:
Consumers will become increasingly conservative in discretionary holiday spending, despite discount and promotion opportunitiesâ€”leading to negative Y/Y Q4’08 shipment growth.
DisplaySearch’s notebook PC forecast remains unchanged since late 2007, and the company’s believes traditional December sales will jump in volume, but forecasts conservative shipment growth of 14% Q/Q for Q4’08.
Mini-note PCs (5.0-10.2″) are also forecast to experience huge growth in Q4’08 with a 1650% growth Y/Y to more than 7 million units shipped.
David Barnes, DisplaySearch’s Vice President of Strategic Analysis, noted that TFT LCD manufacturers are reducing fab utilization to avoid oversupply and steep panel price drops. Barnes also highlighted several macroeconomic factors that could affect the flat panel display industry such as 32″ panel commoditization and a reduction in next-generation fab investments.