Chip shortage makes TV processors pricier than panels for the first time

According to Omdia, processing boards now account for 45–50% of TV costs in Q3 2026, up from just over 10% in Q2 2025. DRAM prices hit $25 (4.4x year-on-year), NAND reached $30.50 (nearly 9x), and Wi-Fi modules jumped from $33.90 to $118.20. The AI-driven component shortage is expected to last through 2027.

• Processing board's share of TV cost rose from ~10% to 45–50%
• DRAM hit $25 and NAND $30.50, nearly 9x last year's price
• A $118.20 Wi-Fi module now costs more than a $116 55-inch 4K panel
• Issue mainly hits budget 32–40-inch models; shortage to last through 2027