Charbax | Latest TV Industry Analysis with Paul Gray Omdia at Display Week 2024, TV industry market research @charbax | Uploaded May 2024 | Updated October 2024, 1 week ago.
At youtube.com/playlist?list=PL7xXqJFxvYvjJihFUMIabPjjPrALb6a7Z Paul Gray from Omdia discusses the current state and future prospects of the TV industry. Despite some pessimistic narratives about industry consolidation and dominance by China, Gray observed ongoing innovation and efforts to solve longstanding problems. For instance, the keynote from TCL's CSOT CEO highlighted a thriving business. Gray noted the significant shift of large-screen display manufacturing to China, with most LCD TVs being produced there, and recent news that Sharp is halting operations at its Gen 10 fab in Sakai, Japan, underscoring this trend.
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Thanks to Synaptics for being my Display Week 2024 video coverage sponsor. Check out all my videos with Synaptics in my playlist: youtube.com/watch?v=3eyDBxYKBGA&list=PL7xXqJFxvYvhAbQoe9YN4c84SqXxIY3fQ&index=2
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Gray also touched on the advancements in quantum dot technology, particularly for LCD TVs. Adding a quantum dot sheet to an LCD TV enhances its appeal, especially for mid-range models. Consumers, feeling the economic pinch, are more inclined to purchase these mid-priced options, which offer substantial improvements over older models. The affordability of very large screens, such as 98-inch or 100-inch TVs for under $2,000 in China, is another remarkable development. However, shipping costs mean these low prices are less likely to be seen in the U.S.
The interview delved into consumer behavior, noting a shift towards buying refurbished electronics. This trend is evident in both the TV and smartphone markets, with high demand for used devices but a limited supply. Gray advised that if consumers cannot discern significant differences between newer and older models, they should opt for the less expensive option. The market's wide variety of choices can be overwhelming, posing a challenge for consumers deciding between large LCDs and high-performance OLEDs.
The conversation also covered new display technologies, such as microLEDs and their integration into various environments beyond traditional screens. Gray mentioned the potential of incorporating displays into architecture and furniture, representing the next phase of display technology evolution. However, industrializing these technologies and achieving a positive business case remain significant hurdles. Existing investments in Gen 10 fabs in China, which are not fully utilized, must be considered when adopting new technologies.
Gray emphasized the importance of process engineers in driving these technological advancements. The incremental improvements they achieve are crucial for breakthroughs, much like the development of affordable large LCD screens over the past two decades. Regarding large microLED displays, he identified cost and heat management as primary challenges. Additionally, while high-resolution displays are available, applications often do not require such high pixel counts, and more energy-efficient, larger LEDs can be sufficient for massive displays in public spaces.
The interview touched on the use of VR and AR technologies, with Gray noting mixed opinions on devices like the Apple Vision Pro. While some see potential for extended use, others find it impractical beyond short periods due to visual and balance issues. He pointed out that long-standing problems like motion sickness in VR remain unsolved, indicating the complexity of these challenges. Additionally, Gray highlighted the current downturn in VR content creation, with game studios reducing their VR teams, potentially leading to a content desert.
Gray expressed cautious optimism about new announcements, such as TCL's inkjet OLED technology, which promises high performance but has faced numerous challenges over the years. He recounted previous instances where similar technologies were anticipated but failed to meet expectations. Therefore, while the prospects are exciting, he stressed the importance of verifying these claims through mass production and economic viability.
Overall, Gray painted a picture of an industry that continually surprises with its resilience and capacity for innovation. Despite economic pressures and market shifts, there is ongoing progress and a dynamic landscape that keeps industry watchers engaged. Display technology, with its evolving applications and integration into various aspects of life, remains a field full of potential and intrigue.
Description by Chatgpt.
This video was filmed using the DJI Pocket 3 ($669 at amzn.to/4aMpKIC ), watch all my DJI Pocket 3 videos here youtube.com/playlist?list=PL7xXqJFxvYvhDlWIAxm_pR9dp7ArSkhKK
My Early Access Members get full access to all my videos as I upload them nightly youtube.com/charbax/join before they are published are the rate of 3-5 videos per day in the days following the event.
At youtube.com/playlist?list=PL7xXqJFxvYvjJihFUMIabPjjPrALb6a7Z Paul Gray from Omdia discusses the current state and future prospects of the TV industry. Despite some pessimistic narratives about industry consolidation and dominance by China, Gray observed ongoing innovation and efforts to solve longstanding problems. For instance, the keynote from TCL's CSOT CEO highlighted a thriving business. Gray noted the significant shift of large-screen display manufacturing to China, with most LCD TVs being produced there, and recent news that Sharp is halting operations at its Gen 10 fab in Sakai, Japan, underscoring this trend.
----
Thanks to Synaptics for being my Display Week 2024 video coverage sponsor. Check out all my videos with Synaptics in my playlist: youtube.com/watch?v=3eyDBxYKBGA&list=PL7xXqJFxvYvhAbQoe9YN4c84SqXxIY3fQ&index=2
----
Gray also touched on the advancements in quantum dot technology, particularly for LCD TVs. Adding a quantum dot sheet to an LCD TV enhances its appeal, especially for mid-range models. Consumers, feeling the economic pinch, are more inclined to purchase these mid-priced options, which offer substantial improvements over older models. The affordability of very large screens, such as 98-inch or 100-inch TVs for under $2,000 in China, is another remarkable development. However, shipping costs mean these low prices are less likely to be seen in the U.S.
The interview delved into consumer behavior, noting a shift towards buying refurbished electronics. This trend is evident in both the TV and smartphone markets, with high demand for used devices but a limited supply. Gray advised that if consumers cannot discern significant differences between newer and older models, they should opt for the less expensive option. The market's wide variety of choices can be overwhelming, posing a challenge for consumers deciding between large LCDs and high-performance OLEDs.
The conversation also covered new display technologies, such as microLEDs and their integration into various environments beyond traditional screens. Gray mentioned the potential of incorporating displays into architecture and furniture, representing the next phase of display technology evolution. However, industrializing these technologies and achieving a positive business case remain significant hurdles. Existing investments in Gen 10 fabs in China, which are not fully utilized, must be considered when adopting new technologies.
Gray emphasized the importance of process engineers in driving these technological advancements. The incremental improvements they achieve are crucial for breakthroughs, much like the development of affordable large LCD screens over the past two decades. Regarding large microLED displays, he identified cost and heat management as primary challenges. Additionally, while high-resolution displays are available, applications often do not require such high pixel counts, and more energy-efficient, larger LEDs can be sufficient for massive displays in public spaces.
The interview touched on the use of VR and AR technologies, with Gray noting mixed opinions on devices like the Apple Vision Pro. While some see potential for extended use, others find it impractical beyond short periods due to visual and balance issues. He pointed out that long-standing problems like motion sickness in VR remain unsolved, indicating the complexity of these challenges. Additionally, Gray highlighted the current downturn in VR content creation, with game studios reducing their VR teams, potentially leading to a content desert.
Gray expressed cautious optimism about new announcements, such as TCL's inkjet OLED technology, which promises high performance but has faced numerous challenges over the years. He recounted previous instances where similar technologies were anticipated but failed to meet expectations. Therefore, while the prospects are exciting, he stressed the importance of verifying these claims through mass production and economic viability.
Overall, Gray painted a picture of an industry that continually surprises with its resilience and capacity for innovation. Despite economic pressures and market shifts, there is ongoing progress and a dynamic landscape that keeps industry watchers engaged. Display technology, with its evolving applications and integration into various aspects of life, remains a field full of potential and intrigue.
Description by Chatgpt.
This video was filmed using the DJI Pocket 3 ($669 at amzn.to/4aMpKIC ), watch all my DJI Pocket 3 videos here youtube.com/playlist?list=PL7xXqJFxvYvhDlWIAxm_pR9dp7ArSkhKK
My Early Access Members get full access to all my videos as I upload them nightly youtube.com/charbax/join before they are published are the rate of 3-5 videos per day in the days following the event.
