What They Say
We have the first part of a two article report on the big picture of the display market from the DSCC/SID Business Conference which will be published today as our Display Daily, with the second part tomorrow. DSCC has published a substantial article on some of the presentations from the TV section of the event.
There is comment on Steve Baker’s talk. NPD has great sell through data for the US TV market and he’s always an interesting speaker. In particular, he said that a switch to more online sales (even with pickup at store) has meant less chance for retail sales staff to upsell consumers and so the share of the premium share of the market has declined and he now thinks that a level of $700 is a better split point between mid-range and premium sales. Sales above that price are only around 10% of the market.
He also pointed out that there is a lot less discounting in the market, now, with just 19% of sets being sold with a discount, compared to 64% in Q2 2019. He said that in 2020 nearly 80% of 65″ products, and many 70″, sold below $700. The reduced discounts were one of the factors in the ASP rising from a low of $320 in March 2020 to $420 now.
What We Think
The blog also covered the sessions from Nanosys and GE on QDs and phosphors. There was some very interesting information from each of them. (BR)