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Category Archives: TVs

Strong TV Panel Demand from Chinese TV Makers Expected to Slow in May

After reaching a record high of 6.8M in December, our research indicates that shipments of LCD TV panels to Chinese TV makers fell to 5.0M in January, declining 26% M/M, about five points worse than we had forecast. LG Display and Chinese panel makers did worse than expected, but Innolux, Samsung, and AUO had shipments as planned.  Continue Reading

Smart TV Still the Wild West?

The first Smart TVs shipped more than 3 years ago, and have been an area of intense focus by many of the TV industry leaders, highlighting CES booths alongside other developments such as 3D and 4K. But with all the time that has passed, there has not been a significant amount of consolidation around successful platforms, such as has happened in the mobile segments. Continue Reading

TV Panel Shipments Hit Record in 2013, But is it Too High?

While the LCD TV market is experiencing slow demand and falling prices, TV panel shipments are not slowing down. In our latest Quarterly Large-Area TFT Panel Shipment Report, we found that LCD TV panel shipment in 2013 reached 238M units, 3% Y/Y growth, and a record high. Continue Reading

LGE Discounting OLED TV Before Rolling Out New Products?

At CES last week, LGE took a leadership position in rolling out OLED TV. The company announced five 2014 OLED TV models, expanding into new sizes and variants. Its rival Samsung barely mentioned OLED TV, instead focusing on curved and 4K LCD TVs. In Las Vegas, and indeed in the global TV market, LGE has the OLED TV field largely to itself. Continue Reading