Quote:
Originally Posted by
tgm1024 
No no no, I should have been more clear: I'm claiming that
recently much of the mood seems to have changed here. In the last month or less.
It's post-CES euphoria. We had it last year, too. Once people again come to grips with the fact that Sony and Panasonic didn't announce anything (and they didn't) and that Samsung didn't announce a ship date (and they didn't) and that LG has one model coming out at $12,000, it'll die down.
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Originally Posted by
navychop 
Follow the money. If they're investing a bil or more, they must know something. You don't get that kind of budget without being VERY convincing. They aren't showing all their cards.
The thing is -- and this is confusing I know when people read the "news" from OLED hype sites -- LG didn't say anything about investing big money in OLED. LG display announced flat capital spending vs. last year. Last year, they produced essentially zero OLEDs. I know some people think they are moving all the capex over to OLED, but we don't actually know that.
The most correct thing you said there, IMO, navy, is "they aren't showing all their cards".
Quote:
Originally Posted by
mr. wally 
I'm not in display panel industry either, I just read a lot and like to make some somewhat educated guesses.
Yes it's based on the assumption that there will be a lot of large, 4k, inexpensive and possibly igzo panels coming out of china in 2 years, as well significant improvements in the quality of lcd/led panels coming out of Korea, Taiwan, and possibly Japan if sharp makes it.
If you can get 80 - 110" 4k, igzo led panel for $2500-3000 by the end of 2014, and oled only offers signifcantly smaller panels at 2-3 times that price, I think the panel manufacturers will abandon it for the next hoped for great tech breakthrough.
And Rogo, yes I'm talking about television displays only, and by affordable, I'm talking, using today's prices, Sony hx 900 and sharp elite series local dimming arrays price points for oled in 2 years.
So by that we mean $4000-5000 for 65" sets.
What's interesting about that is (a) I think that's very doable (b) those volumes are so tiny I don't think it achieves anything for OLED.
People again get confused, "Why can they make an LCD that's so low volume, but not sustain an OLED business like that?" The answer is, the LCD uses the same basic part from a fab making millions of screens annually. The OLED would basically move at most a few hundred thousand at that point. That's not going to actually work economically. You can't both price that low and have volume that low in OLED. It's the Catch-22 we've been discussing from the beginning. At some point you need to price low enough to push volume to push down the learning curve.
The "how" of getting there is why there is still uncertainty this happens, even though a lot of people want it to happen very badly. Again, it's worth remembering that in TV, there was an entire computer ecosystem to leverage off of and they started out TVs in the 32" range using those
very same fabs. It took years for larger motherglass and 40" TVs to go from "we have this coming" to actually being for sale. Samsung, I believe, showed it at CES three years running. OLED doesn't get that luxury. At some point, someone just has to go for it.
Once they do, they almost have to blow past the $4000-5000 price level and head straight for $3000-3500 (or, to be accurate, some small premium to the street price of the Samsung x8000 line and whatever the equivalent is from Sony). Even that spot won't hold for very long.
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Originally Posted by
irkuck 
As far as I see it now OLED is survival game. LCD, even at 4K, is becoming commodity dominated by Chinese prices and zeal. Other manufacturers to survive must go into something much more sophisticated. Samsung and LG have very deep pockets to pump gazillions into OLED due to the structure of their conglomerates and hidden subsidies. In the end they may prevail but on pure economic grounds the technology would never pick up. But there will be another level in such considerations if Chinese show their own full range of OLEDs at next-year CES

. Then again, with their prices and zeal OLED may still win

.
So the question is, what's the prize here? Samsung and LG are currently in the "we play in every sandbox" phase. But that won't last once they come to realize that profits are more interesting than revenues. It seems that day is coming as they spin off their display divisions in whole or in part.
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Originally Posted by
scottylans 
As someone who would never ever consider owning an LCD and will only use plasma, the fact OLED will render both null and void in quality, completely excites me. It's a fantastic technology
It is, but I think you make the mistake of underselling the competition and overselling OLED.
Quote:
Originally Posted by
irkuck 
So you are one of those who are queuing up to hook one of those $12K 55" OLEDs ?

I'm going to guess that not many who couldn't find a few bucks to buy any flat panel in the past decade are lining up to blow 12 grand on an OLED. Maybe that's me pre-judging, but it's hard not to in this case.
Apple put out a bunch of meaningless stats in their conference call yesterday as well. Something like 4.5 trillion notifications delivered!
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Originally Posted by
scottylans 
I'm currently on an 80U, 2008 50" Panasonic (720p) I'm planning on moving it to craigslist in the next 6 months and getting in a 64 or 65" Plasma to last 4 years.
In that time, I'm hoping in 4 years, a 70" OLED will be under $3500
That's the plan at this point - one more plasma for me and then OLED hopefully.
I'm on the same plan, although I made the jump from a 2006 50" plasma to 2012 65" plasma and kept the old one in my living room in case I found some use for it. I imagine the Craigslist value is really quite low.
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As for OLEDs success, there's always the rich and the videophiles, people will NOT put up with the poor quality of LCD, furthermore - unlike plasma where people can try to argue, I think OLED is CLEARLY going to be visible in how it's superior, from low latencies, clearly better blacks, thinner and lighter cabinets and theoretically lower power, it's got ALL the bulletpoints needed to defeat LCD and appease the early adopters.
Yes, but there won't be an OLED business around those people. It doesn't work that way, as I explained above. If the market doesn't grow into the millions, it will shrink from the thousands back to zero.
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Originally Posted by
Ken Ross 
Further, I never said that the OLED tech was not excellent, it is. But here again, you missed my point. When black levels in the best of the current displays (plasma & LED/LCD) is already so good, it's tough to measure, how much of an improvement do you expect to see in this area? Improvements will be evolutionary, not revolutionary.
Very evolutionary. We're at the point where sequential contrast, in particular, exceeds useless levels on the "dimming" LCDs -- and I mean that in a good way. (It doesn't on plasmas because of peak-light limitations, but for movie watching it tends to also already "be there".) Intrascene contrast on both techs could use some more headroom and OLED will provide this. Similarly, absolute black levels will reach near perfection. But how much this matter and to how many people remains another matter. Most source material doesn't benefit from either. Yes, there are absolutely exceptions, but do you go out and spend premium dollars to replace your TV for exceptions? No. Now, of course, there is a replacement cycle and there are people who want "the best". People like Ken who spent >$6000 on a 70" Elite for example.
In my mind, however, the
unbelievably tepid sales of the Elite speak about equally to price and to the relatively small improvement most people witness. OLED is going to face the same problem, even if somewhat more people see it as better. And without the pre-packaged demo materials of a trade show (i.e. showing the Best Buy loop), I think the number of those people is far smaller than OLED proponents do.
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If we already have displays that are very close to perfect in conforming to Rec709, how much of an improvement do you expect to see in this area? If the claim is that OLED color saturation is X% better than conventional displays and is capable of displaying Y% 'more hues' than other techs, I will contend this does nothing to improving color accuracy as far as our accepted standard is concerned. In fact it might look great, but it might be less accurate. Of course there's no reason to believe that an OLED can't be calibrated to be accurate and conforming to Rec709, but then it will probably look very much the same as another, accurately calibrated display tech.
'Eye popping' and accurate can be two very different things. We shall see.
Yep, I've beaten the hell out of that drum for a while now. There is some truth that LCD fails to keep delivering color at lower luminance. So, again, OLED will improve on that. In how much content does that matter? In how many sources have the cameras actually captured the color information for it to be even be reproduced?
Quote:
Originally Posted by
tgm1024 
Well it's maybe useful to point out (as was pointed out to me earlier) that I'm not the minority in feeling that 70"+ is too big for nearly any room. I'm the minority only here in AV centric forums. So as far as size by itself, there are going to be large TV's that willl be passed on, not because of their cost, but because they're not wanted.
That said, if many here are right, it'll still likely be the case that a 55" UHD IGZO will be substantially cheaper than a 55" SD OLED for a while. But I keep seeing size (as such) thrown around as one of the qualifiers and I'm starting to wonder if maybe it matters
less than many think in terms of sales. Are we getting CES-myopic?
You're in the overwhelming majority vis a vis 70" TVs. I'm on record as to a believe that the size won't exceed 10% of the market for years and years. But 55" might be a problem in a world where 60" and 65" are increasingly common. Smaller
is worse and OLED has already picked the wrong target based on an expectation it would be out already, not in a mode where it's effectively not out until next year. (Even if you believe Samsung is
also shipping this year, total production globally is going to be really, really tiny in 2013.)
And, of course, there is cost. A premium 55" set streets for around $2500-3000 in the U.S. Within 2 years, that set is likely to be IGZO, even better, and similar money. If they OLED is $4000-5000, the market for OLED vs. the
premium 55" TV is going to be roughly 1:20. That's really too small.
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Originally Posted by
Ken Ross 
Man, is this getting old. Some just love to live in the past.

You mean like Kuro owners?

I kid, I kid.
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Originally Posted by
vinnie97 
^While I'm not the least bit interested in LCD (the price premium to get something on par with Plasma is not worth it to me), I think you are painting a tad broadly with your subjective brush. For the vast majority of panels, I couldn't agree more, however.
The interesting thing is that those premium LCDs do sell, but they do sell really poorly overall. And plasma sales are falling rapidly too.
Is there a videophile market left? It doesn't really seem like the answer is yes.