4K large-size products have been popular, 8K is still in its infancy stage
According to the product size planning of major global TV brands, international brands such as Samsung, LG and Sony will speed up the product mix of 65-inch and 75-inch models. The proportion of products with 65-inch and above will increase from 5.5% in 2017 to 7 % BOE G10.5 With the world's largest LCD glass substrate, the economically-cut 65-inch and 75-inch FPGAs will be available in the market after the first quarter of this year and are expected to help brands reduce the cost of purchasing large-size panels.
In terms of resolution upgrade, the market share of 4K high resolution products and above is expected to increase from 37.1% in 2017 to 42.8%, of which more than 95% of the products above 55 inches are in 4K resolution. In 4K large size However, due to the imperfect development of software and hardware supply chains such as image processing chips, signal interfaces, 8K signal sources and content, WitsView predicts 2018 to upgrade to 8K resolution. 8K products in the global TV shipments in the penetration rate of only 0.2 to 0.3%, driven by the Tokyo Olympics in 2020 is expected to increase to 1.5%, 2022 will have the opportunity to exceed 5%.
QLED / OLED lead the high-end market, the brand is committed to differentiation
In the high-end product layout, OLED and QLED are still two camps clear barrier, QLED camp leveraging the strong pull of Samsung Electronics, the overall market share is still higher than the OLED, OLED TV in the LGD capacity supply increase blessing, 2018 The annual market share is expected to grow to 1.1%, gradually narrowing the gap with QLED.
Looking to the future The key to the development of these two high-end products is that QDED's new QD Pixel technology is expected to improve QLED's high cost, but it is currently undergoing a slow development and is not expected to bear fruit until 2019. OLEDs Camp in addition to continuing to face the LCD camp 10.5 generations of economic cut and 8K specifications attack, LGD 2019 investment in Guangzhou will once again increase depreciation costs.
With the increasingly fierce competition in the television market, the high homogeneity of goods and increasingly thin profits, promoting product upgrades has become the key to driving consumer replacement and brand profitability. Therefore, the generational generation brought by China's generation of more than 10.5 generations The huge capacity will play an important role in driving the brand to accelerate the size expansion and resolution upgrade.In addition, QLED and OLED will also create differentiation in the high-end products, these specifications upgrades will make the 2018 television market continued to be full of topics.
