What They Say
Business Korea quoted data, attributed to Omdia, that suggested that the value of the QD-LCD TV market segment will drop by around 3.1% to $17.674 billion this year, the first time that the category will have declined. It said that Omdia predicted that the proportion of OLED TVs in the high-priced TV market will grow from 35.7% in 2021 to 42.1% in 2022. This is in contrast to a forecast that the proportion of QD-LCD TVs will fall from 39% to 37.8% during the same period.
The report repeated the rumours of a purchase by Samsung of OLEDs from LG Display quoting ‘Industry insiders’
What We Think
Hmmm… Nanosys may have a different view of this. The new air-stable QDs that is has developed have extended the reach of QD technology into lower priced sets and should boost the volume considerably. Several major TV companies are using the technology and I hear that more than 1 million sets with the xQDEF technology have already shipped in the sub-$500 category. Of course, falling TV prices this year, based on falling panel prices, will make it hard to grow market value.
As you can see from the chart below, DSCC sees a flattening in the value of QD-based LCDs, with the growth coming from QD-OLED (BR)
