What They Say
DSCC has updated its Quarterly Advanced TV Shipment and Forecast Report and published a blog entry to give some highlights. The firm explains its classification as an ‘Advanced TV’ in its blog, but includes QDEF, MiniLED, OLEDs, Dual Cell and 8K sets as well as microLED up to 110″. It has started to differentiate WOLED and QD OLED in its forecast.
Q2 saw a year on year jump of 70% in the category to 4.0 million units with the biggest sizes most important. Sets of 75″ jumped 88% to 317K and larger LCDs grew by 121% to 150K. OLEDs of 77″ and above increased by 308% to 113K, more than the total cumulative volume of this category for all years up to the end of 2019. OLED TVs grew from 25% a year ago to 40% this year.
Revenues did even better than units with revenues close to doubling year on year, with growth of 97% to $5.6 billion. OLED TV increased 176% by value and even LCD grew by 51% in revenue, year on year.
The article covers sales by brand and highlights how Samsung continues to be the leader, but with a declining lead over LG which has boosted its share to 32%, up 10% from a year ago while Samsung is down from a peak of 55% to around 37%.
The blog article also covers shares in China, 55″ sets by brand and revenues by brand and by price band.
What We Think
If you are in the TV business, as usual, there is some useful information in the report. At SID, Stephen Baker suggested that the premium segment of the TV business in the US now starts at $700, rather than the traditional view of starting at $1,000. The DSCC data for sales by price band shows that he may be right as there is more revenue from $500 to $1000 than there is from $1500 to $2000. Click on the graphic below to see the charts. (BR)
