After staying relatively stable through spring and summer, prices have dropped sharply.
LCD panel prices dropped by nearly five percent in September of 2011 - the largest decline in a year. It may not sound like a big decline, but that five percent is on top of a 4.3 percent price decrease in August. Compare that to the months between February and July which had a maximum two percent price drop.
The analysts at iHS, who compiled the data, say that the main reason for the decrease in price is the flagging demand in both the US and European countries. Also a contributing factor, China's National Day in October is a huge day for sales and there's no other big sale season for the country until next year.
This price drop specifically applies to panels sold to manufacturers and TVs sold to stores, so sales don't line up the same. TVs being sold in October would have been ordered in July or August while September sales are for sets being sold during the US holiday season.
Source: iHS (iSupply)