Component cost crisis hits TVs as chip prices soar above panels

The TV market is facing a cost crisis due to surging semiconductor prices that now exceed the cost of panels in some models. For the first time, processors for smaller TVs, such as 32-inch LCDs, are priced comparably to the display panels, highlighting a significant shift in the cost structure of these devices.

AI-driven demand is creating a global shortage of memory and processors, expected to last until 2027. This phenomenon has led to components like flash storage becoming nine times more expensive, while Wi-Fi modules now cost as much as 4K panels. This situation is critical, as AI has become a voracious consumer of semiconductors, affecting not only televisions but various tech industries.

## Why it matters This increase in component costs could impact the final price of TVs, especially in the budget segment where consumers often seek affordable options. If prices continue to rise, it may become more challenging for buyers to find accessible models, potentially affecting sales in the sector.

## What we know According to market research firm Omdia, the price crisis in the semiconductor sector is particularly affecting smaller televisions. This change in cost dynamics may lead manufacturers to reconsider their pricing and production strategies to adapt to the new market reality.

## What remains unclear It is still uncertain how these changes will affect the variety and availability of models in the market in the long term. The industry is watching closely to see how chip demand evolves and whether manufacturers can absorb these costs without fully passing them on to consumers.