Samsung LG OLED project progress is not smooth Sony Skyworth has been developing opportunities

According to foreign media reports, although Samsung and LG invested huge amounts of money in OLED display technology, due to slow progress and high prices, the technology has not been popularized, but it will give Sony, Skyworth and Sharp the push. 4K TV companies bring opportunities for development.

Adjustment strategy

Although billions of dollars have been invested in the development of new display technologies, due to the slow progress of product development, and the unit price is close to 10,000 US dollars, forcing Samsung Electronics and LG Electronics to adjust the high-end TV strategy.

The mistakes of the two Korean companies have created rare opportunities for Sony, Sharp and China's Skyworth and AUO. These companies are introducing TVs that use traditional LCD panels and offer resolutions comparable to new technologies at about half the price.

As the world's two largest TV manufacturers, Samsung and LG have been slow to make profits through OLED TV. Compared to most TV sets that use LCD panels, this technology is brighter and sharper. Although the two companies said that they will mass-produce OLED TVs last year, LG's first model was officially launched in South Korea until this year, and the price is as high as 11 million won (about 9900 US dollars), while Samsung's products are still not Listing.

Samsung and LG are adjusting their strategies and plan to increase shipments of LCD TVs to maintain industry leadership. At the same time, Sony is preparing to capture a larger share of the ultra-high-definition TV market by expanding its range of LCD TV products, and expects its share of 2015 to grow seven-fold.

"Samsung and LG have misjudged the ultra-high-definition market." Joen Byung Ki, an analyst at E*Trade in South Korea, said: "They now believe that they may still insist on developing LCD technology for a while."

Both Samsung and LG spokespersons said their company will continue to develop OLED products, but will also expand the production of ultra-high-definition LCD TVs.

4K TV has sprung up

According to US market research firm DisplaySearch, global ultra-high-definition LCD TV panel shipments may increase from 63,000 last year to 2.6 million this year.

Sony is expanding the field between traditional LCD technology and OLED technology with the so-called 4K technology. The world's third-largest TV maker announced last month that it would sell a 55-inch TV set for $5,000, and in November this year it launched an 84-inch model for $25,000.

The Sony board is discussing a proposal by US hedge fund manager Daniel Loeb. Loeb suggested that Sony sell 20% of its entertainment business and focus on electronics. Kazuo Hirai has promised to turn the TV business into profit in the fiscal year ending March 2014 and sell 16 million TV sets. Samsung's global flat-panel TV sales in 2012 were 51 million units, and LG was about 30 million units.

Sony's TV business has been losing money for the past nine years. The company's CEO, Hirai Kazuo, said in January that ultra-high-definition televisions were designed to please consumers and surprise them.

Stimulating demand

DisplaySearch's Tokyo-based analyst Hisakazu Torii said, "Sony is taking steps to stimulate demand for the 4K product line. Two Korean manufacturers must follow the trend to launch 4K products and must act quickly."

Skyworth is also facing the same opportunities. The company released four TV sets in November last year, with a maximum screen size of 84 inches and a price of 100,000 yuan (about $16,300). Last month, Skyworth launched a 39-inch TV set priced at about 7,000 yuan. Sharp, Japan's third-largest TV maker, also launched an Aquos-branded 4K TV on Tuesday.

Samsung Electronics and LG Electronics still account for nearly half of the global TV market.

DisplaySearch's statistics show that Samsung Electronics accounted for 28% of the global TV market sales last year, while LG Electronics accounted for 15%. However, DisplaySearch also pointed out that in 2012, global TV shipments fell by 1% from the previous year, which is the first time that TV shipments have declined.

OLED is overpriced

Whether it is Samsung Electronics or LG Electronics, it has only launched an ultra-high-definition LCD TV to the market. LG Electronics launched an 84-inch TV set in July last year. Although the product has been sold in 100 countries and regions around the world, it is priced at about 22,000 US dollars. LG Electronics said it will introduce ultra-high-definition LCD TVs ranging in size from 55 inches to 65 inches by the end of this year. Samsung Electronics has launched an 85-inch ultra-high-definition LCD TV in South Korea and Europe, priced at about $36,000. Samsung Electronics said that the company will launch two ultra-high-definition LCD TVs with smaller screens next month.

Samsung Electronics and LG Electronics are currently optimistic about OLED technology because OLED screens consume less power and are thinner than conventional LCD TV screens. At the International Consumer Electronics Show in Las Vegas in 2012, both companies introduced 55-inch OLED prototypes with smaller screens than the Apple iPad.

However, neither Samsung Electronics nor LG Electronics have allowed OLED TVs to realize the economies of scale of LCD TVs. This means that the current sales of OLED TVs in the market are not satisfactory. Market research firm iSuppli expects global OLED TV shipments to reach 2.1 million units in 2015, up from 34,000 units in 2012. E*Trade expects OLED TV shipments to account for approximately 10% of global TV shipments by 2016.

Focus on OLED

OLED TVs have undoubtedly been the focus of attention in the past few years. Both Sony and Panasonic have introduced 56-inch UHD ultra-clear OLED TVs, while Panasonic and LEDs are 55-inch 1080p full HD OLED TVs.

At the Information Display Conference in Vancouver, Canada, AUO has launched the world's largest OLED screen to date, with a size of up to 65 inches, refreshing Sony and Panasonic's size records. AUO's 65-inch OLED screen has attracted much attention. From the technical point of view, this OLED screen should be called AMOLED screen.

For OLED screen technology, AMOLED is similar to passive technology. Like LCD screen, it adopts TFT backplane design. AUO uses the latest fine metal mask OLED evaporation technology, supplemented by pixel complementary drive technology, and finally enhances the AMOLED screen. Quality performance.

Through the positive performance of various manufacturers in the field of OLED TV, it is not difficult to see that OLED TV has begun to emerge, and it is expected to occupy the market in the next few years, which deserves our expectation and attention.

Contributed by: Xi'an Bao Laite Optoelectronics Technology Co., Ltd.
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