Worldwide Advanced TV Shipments Increase by 71% in Q3

Ann Arbor, MI USA -

As locked-down consumers upgraded their TV sets, Advanced TV revenues jumped in the third quarter of 2020, according the new DSCC Quarterly Advanced TV Shipment and Forecast Report, now available to subscribers. This report covers the worldwide premium TV market, including the most advanced TV technologies: WOLED, QD Display, QDEF, Dual Cell LCD and MiniLED with 4K and 8K resolution. The report looks at current and future TV shipments and revenues by technology, region, brand, resolution and size, and forecasts the growth of all of these technologies. The report includes the preliminary shipment results for Q3 2020 and a forecast to 2025. This week we will cover the Q3 results, with a focus on the brand competition in the premium segment, and next week we will cover our updated forecast.

We define an “Advanced TV” (capitalized) as any TV with an advanced display technology feature, including all OLED TVs, 8K LCD TVs and all LCD TVs with quantum dot technology. The historical data in the report allows analysis by feature for Advanced LCD TVs, including:

• QDEF TV: TV using a Quantum Dot Enhancement Film; these TVs are sold as “QLED” by Samsung, TCL, and others.
• MiniLED: LCD TVs with a MiniLED backlight, as sold by TCL starting in 2019.
• Dual Cell: LCD TVs employing dual-cell technology, as introduced by Hisense in 2019.
• LCD Others: this category includes LCD TVs with 8K resolution, that do not fall in any other category.

The historical data for OLED TV includes only one product configuration, LGD’s White-OLED (WOLED) technology, but the forecast in the report includes QD Display, which designates QD OLED and successor technologies such as QNED and EL-QLED, as well as Rollable OLED and MicroLED. Our forecast for MicroLED TV is based on product sizes up to 110”, as products in larger sizes such as Samsung’s 146” The Wall belong in a different category than “TV”.

Advanced TV shipments in Q3 2020 jumped by 64% Q/Q and by 71% Y/Y to 3.8 million units, as shown in the first chart here. While in general the trend in TVs is toward larger sizes, in Q3 2020 the smaller screen sizes of Advanced TVs recorded the biggest gains, as Advanced TV technologies in both LCD and OLED are offered at smaller screen sizes to reach lower price points. Advanced LCD TVs smaller than 49” saw a 220% Y/Y increase, and LCD TVs at 49”/50” increased by 113%, while in OLED the first shipments of 48” have been recorded in 2020. Although the smallest sizes saw the biggest gains, every screen size in both Advanced LCD and OLED increased Y/Y.

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