Originally Posted by PeterG
Quarter to quarter yes, but year on year the topic of this thread is very appropriate. All 3 tanked and plasmas (which I own now and will be swapping for another tomorrow, look to be extremely moribund). How long will Panasonic continue with Plasmas in view of that massive decline? Samsung seem to have lost interest already in plasmas, in terms of availability and chatter on this and other channels, and Panasonic at least on the mid to higher end have excellent plasmas and mediocre LCDs. Awfully bad news.
Panasonic will continue with plasmas for another couple of years. Their production capability is primarily in plasma and there is still virtually no global capacity to make 65" LCDs.
Originally Posted by Steve S
I hope all three companies can pull out of their declines. I don't want to wake up after 30 years of cryosleep to find out that "all TVs are Samsung". Sorry for the Demolition Man reference.
Sadly, the likelihood of a mostly Samsung world is more and more likely. Well, Samsung plus Chinese brands that people ought to start to get to know, e.g. Haier, TCL.
Originally Posted by Mr.SoftDome
With a 20 percent drop in Plasma sales year over year it may be that what you have now is the best it will be. Plasma has to be on life support behind closed doors and end of life plans may already be in place.
There has to be OLED plans or it will be the end. Not even sure how much further LCD should go. If Sony Panasonic Sharp bet the farm on 4k LCD I don't think it will be enough.
I hope they partner up and do something special. Plasma is in encore mode I'm afraid.
Agreed, a Samsung only world would be horrible.
On the one hand, I don't doubt they have EOL plans for plasma. On the other hand, I doubt they are rushing to do much with them. The market for TVs is shrinking. At best, the market for TVs will again begin to grow slowly. Plasma is mature, the factories are built, the costs to build are low enough.
If I were forced to guess, I'd say that the plasma death watch is at 5 years, possibly as few as 3. The growth of OLED is going to be awfully slow and LCD doesn't offer much; it's just "winning" because there is so much global capacity. If the Japanese yen were to fall in value, the viability of making more Panasonic plasmas for several more years would increase significantly -- especially if Sony exited the TV market.
It's weird to me that Sony is still bothering with TV at all, in fact. They own no production facilities of any kind (except for some tiny TV capacity in small LCDs... too small for anyone to care about), they haven't had primary production of anything at all in the entire flat-panel era, and they are years from OLED commercialization, despite pioneering the technology (they have no fab, no plans for a fab, no LCD fab to begin converting, no expertise in any of the critical technologies needed to make OLED TVs, insufficient capital to risk, etc.) -- and Sony has other businesses. Oh, and Sony hasn't made any money selling TVs in years
. It seems like a very strange stubbornness to risk the whole company on such a fundamentally uninteresting business, especially when Samsung is just taking share quarter after quarter.