Originally Posted by Milt99
You're ****-eyed optimist [IMG class=inlineimg]/forum/images/smilies/smile.gif[/IMG]
They have sold next to no volume of 77" WOLEDs up to now (and priced them for the Ultra Premium Customer).
They have pretty much reached rock-bottom pricing on 55" and 65" WOLEDs (55" WOLEDs will be limited to ~10% yearly price declines going forward. Same for 65" WOLEDs though they may get one more year of ~20% year-on-year price declines once MMG kicks in).
For perspective, the cost of a 77" WOLED penel is ~150% the cost of a 65" WOLED panel (meaning a 77" WOLED costs less than 150% the cost of a 65" WOLED TV, since processor, power supply, etc cost the same and make up a significant % of the overall TV cost).
So $2000 65" WOLED TVs will translate to $3000 77" WOLED TVs once LG gets motivated to take the 77" segment seriously.
When you consider that LG probably sold ~30,000 77" WOLEDs last year at prices of $7000, how many do you think they'll sell if they get agressive and drop prices by more than 50% from that level?
10X or 300,000 units seems like low-hanging fruit (considering the volume of 55" and 65" WOLED sales will exceed 2 million units each this year).
Again, this is all predicated on the assumption that LG is able to easily meet demand for 55" and 65" panels and has production to spare looking for a place to go...