Originally Posted by slacker711
Presumably this is directly from IHS. If correct, this data would square the circle for me. Anecdotal evidence from AVS and sales rank data from Amazon indicates that LG is destroying Sony and Samsung's flagship models in sales...and yet LGD isnt raising their guidance and Samsung SUHD sales seem to be going well. I had thought that the explanation might be that high-end market was even smaller than we have speculated.
This makes more sense, though I dont have the explanation for why OLED's are doing so much better in the US. Perhaps LG's brand is stronger here? Distribution is weaker elsewhere (or matters more)?
If LG OLED has captured 2/3 of the US market for 65" TVs $3000 and above, and 3/4 of the US market for 55" TVs $2000 and above, this is huge and hopefully a solid indication that LGs OLED TV technology has finally 'rounded the corner' and is here to stay.
Between additional tarrifs, VAT, etc... the data for the rest of the world is much less important and unclear.
But if the US data is truly representative, this is huge.
And the agressiveness LG has shown on pricing this holiday season backs it up. Pricing of OLED TVs is about half of what it was a year ago and has become very competetive. The very fact that the premium for a 65" OLED over Vizio's P65 is now in the 20-30% range instead of 200-300% range speaks volumes.
I'd always expected this kind of agressive price reduction from LG if OLED was going to make it and was dissapointed that did not materialize a year ago.
Having slugged through a total of 4 defective 65EF9500s and now after only a few weeks with my new 65C6P (costing half as much
), it is clear to me that LG was not ready a year ago - the OLED technology was not yet ready for prime-time and LG knew it.
The 65C6P is a near-perfect TV. Near black uniformity is greatly improved and many bugs/nonlinearities impacting near-black performance have been fixed (the most egregious being excessive Vignetting which appears now to be largely resolved / greatly reduced).
If LG had hit the gas a year ago, they would have had a tsunami of unhappy customers and ended up with egg all over their face (and a likely commercial failure).
Between getting their ducks in a row addressing quality and performance issues, leap-frogging Vizio to an even more significant alliance with Dolby, and having the manufacturing capacity lined up to deliver increased volumes, it was masterful of LG to hold off until this season to make their passing move (in the premium 65"/$3000 & 55"/$2000 lanes).
Hopefully the coming years will allow us to observe whether the vaunted and yet theoretical cost advantages of OLED over LCD prove to be for real and are sustainable...