Samsung's high-end TV market loses its focus on QLED or error

According to reports, Samsung's layout in the high-end TV market has been defeated, with a market share of less than 10%. QLED is the brand name of Quantum Dot TV, but the results are not satisfactory, perhaps because the product strategy does not meet market trends.

Samsung Electronics has won the global TV market sales championship for 11 consecutive years. However, in 2017, it lost in the high-end TV market with a price higher than US$2,500. The market share fell below 20%, symbolizing Samsung’s market leadership. And the profitability of the TV industry is equally worrying.

According to the Korean media North Korea Daily, IHS Markit, a market research organization, showed that Sony ranked first with 37% market share in the high-end TV market with prices above $2,500 in 2017. LG Electronics After 33%, Samsung Electronics ranked third with 18.5%, almost half of Sony.

The industry believes that Samsung failed to play its previous brand influence at the Black Friday Shopping Festival at the end of 2017, making the market share of high-end TVs in the fourth quarter less than 10% the biggest failure. In general, the influence of the Black Friday Shopping Festival, which is blown up by the United States, can almost influence the sales performance of TV operators throughout the year.

Samsung's high-end TV market lost North, and re-injected QLED or error

Many experts believe that Samsung's biggest problem in the high-end market is that the product strategy does not meet market trends. Samsung and LG have been developing OLED TV technology since the beginning of 2010. However, in 2013, Samsung resolutely abandoned the OLED TV business and changed its way to Quantum Dots technology. LG continued to invest in R&D and managed to reduce production costs.

Lejin Electronics also did not go well in the early stage of the business. Although OLED TVs have excellent color performance, reducing the backlight module makes the products thinner and lighter, but the production cost is high, and the product price is naturally not easy. From 2013 to 2014, the price of OLED TVs introduced by LG Electronics is even higher than that of LCD TVs. Until 2016, LG Display, which produces OLED panels, successfully improved its technical capabilities, stabilized production line yields, and reduced production costs. Finally, LG Electronics’ OLED TV prices gradually fell to acceptable levels for consumers. At present, the price difference with high-end LCD TVs is no different.

Sony launched the world's first OLED TV in 2008, but the market did not respond well and did not continue to develop. After the OLED TV of Lejin Electronics was released in the high-priced market in 2016, Sony once again joined the OLED camp to purchase OLED TV panels from Lejin Display and expand its product line from 2017.

In 2017, the operating profit rate of Sony and LG Electronics' TV business has repeatedly set a new record. In contrast, the quantum dot TV used by Samsung to compete with OLED TV has not achieved stable status in the market for several years. In 2017, QLED is used as a quantum. Point TV brand name, but QLED brand strategy has no obvious effect, the high-end market share continues to decline, and the operating profit ratio of home appliances business including TV stays at around 3%.

At the Consumer Electronics Show (CES) in early 2018, Samsung Electronics showed 146吋Micro LED TV The Wall, which seems to be interested in entering the high-end market with new technology, but the industry generally believes that the time is not yet mature. Sony is the world's first commercial manufacturer of Micro LED display technology, and has not yet applied Micro LED technology to the general consumer market.

The biggest problem with Micro LED displays is also the high cost of production. Sony and Samsung use Micro LED modules to form a display, but the cost of each module is as high as 4,000 to 5,000 US dollars. When dozens of modules are used to make large-size TVs, the cost of light is several thousand. Wan Hanyuan.

The Korean industry said that Samsung and Sony's Micro LED technology are slightly different; Sony's Micro LED display is commercially available, and it is difficult to produce a product if it cannot find a way to significantly reduce the cost. To commercialize Micro LED technology in the consumer market, new technologies must be found that can break through the bottleneck.

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