The Business Conference session on TV Display Technology and Markets brought five presentations, including my own, three from the market research side and two from the industry representing competing technologies for wide color gamut. My presentation covered material that should be familiar to DSCC Weekly Review readers, so I will not duplicate it here, but I can describe the main topics:

• TV drives the Crystal Cycle because it represents >70% of the display area;
• TV profitability for brands and panel makers has never been higher;
• Samsung remains the leading brand for premium TV, but their share has slipped in the last two quarters;
• The battle between LCD and OLED in the premium TV space will continue as each technology pushes to higher performance.

My presentation included some of the latest data from DSCC’s Quarterly Advanced TV Shipment Report (一部実データ付きサンプルをお送りします), ahead of the Q2 release of that report. I will cover that data when the report is released next week but will include one small slice of the presentation. The charts show the cut of global Advanced TV by price point and brand. As the chart indicates, the biggest volume in the market is priced between $500 and $1000, where Samsung dominates. Samsung has also brought Advanced TV under $500 and dominates there. Above $1000, LG’s strength in OLED TV gives it a strong position, and LG has a leading share in TVs sold over $3000, but as the chart shows, the volumes above $2000 drop off rapidly.

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