Originally Posted by bjaurelio
Perhaps I was a little too general in my statement. I think we are saying essentially the same thing. We for sure agree on the 75" plus premium TV market. It very well may be that LG outsold Samsung in the 55-65" premium market. However, the recent reports suggest that Samsung recovered a fair amount of ground last year after getting thrashed two years ago. I attribute that to making better FALD sets at better pricing. This year, Samsung is being more aggressive with pricing by bringing their top of the line 4k down to match the C9 MSRP. We will have to wait and see how street pricing compares over time. Even with pricing the same, I expect LG OLEDs to still sell really well due to their better picture quality.
I've seen the same headlines as you, but from everything I've been able to glean, these headlines are largely 'fake news' driven by changing the goalposts.
In 2017, IHS Markit was tracking 55" and 65" Premium TV sales comparing OLED sales (LG & Sony) as a % of total Premium TV sales at those sizes here in the US, and it was clear LG gained significant market share at Samsung's expense.
In 2018, they are comparing overall OLED sales to overall QD-LED/LCD sales at all sizes and pricepoints, including the 49QN 6 currently selling at Best Buy for under $1000.
In November, the QN49Q6 was priced at $700, versus the 55B8 which was priced at $1600 - which TV would ypu think sold in higher volumes?
I can't comment as to what ground Samsung actually lost in 2017 or how much ground they regained in 2018 (since IHS Markit did not provide any consistent fata year-to-year for an applies-to-apples comparison.
What I can comment on is that LGD sold all of their 2.9 million WOLED panels produced last year which was an increase of ~50% over the ~2million they sold in 2017. In addition, their WOLED panel business has swung from loss-making in 2017 to profitable in 2018 (partly because they raised prices by ~5%). So it's hard for me to see any measure whereby LG WOLED has taken a step backwards from any perspective (whether or not there are objective measures whereby Samsung may have taken any steps forward in regards to what was apparently a horrible 2017 from all reports).