Samsung Sony Hisense does not push, music as LG alliance to play OLED?

Not alarmist, this Samsung TV may have a real crisis!

LGD is obviously accelerating the promotion of OLED! It understands that the color TV technology is so sticking, the market opportunity may not be there.

Recently, Southern Capital broke the news. The founder of a well-known Internet company in China led the team to visit the LGD Korea Paju Plant. The target may be an OLED screen (in the article, the Internet brand is called a price butcher, so basically it can be judged as LeTV).

LeTV often does not follow the rules, although the author tends to believe that LeTV currently has a low probability of pushing OLED TVs, which is more like a smoke bomb released by LGD for promotion. But to say the least, if LeTV really pushes OLEDs, the impact on color TV sets will be enormous, and this will inevitably accelerate OLED promotion.

Samsung does not push Sony to play

OLED is a good technology, this one will not deny! (The benefits of technology are not pulled)

But good technology does not mean that the market performance is smooth, like the plasma, the last fiasco!

Slowly and slowly, OLEDs, if they do not make efforts in the market, in the color TV industry, technology update speed, OLED is also facing the embarrassment of distorting the battlefield.

However, it is even more embarrassing that the author had discussed before, Samsung is unwilling to push, Sony's experience of having failed is also waiting to see. Although Skyworth, an important partner of LGD in China, is optimistic about OLED technology, from the current perspective, 4K LCD TVs contribute a stable profit to Skyworth, so even though the conference will push OLED new products in the past two years, from the perspective of the market, Skyworth Market The focus of the strategy is obviously on high-end 4K LCD TVs. Changhong and Konka, after introducing an OLED TV, recently released new color TVs are all LCD TVs. Another color TV giant TCL, with its own panel production line, needs to digest the inventory of LCD panels and is also stocking its own OLED technology.

Therefore, there are not many terminal companies that can purchase LGD OLED panels!

Of Samsung, Sony, Hisense, and TCL, four of the world’s top ten color TV vendors did not participate. In terms of quantity, Skyworth, Changhong and Konka are only a small number of participants. According to Ove Cloud's estimates, this year's sales of OLED TVs will be only 1 million units.

Although Skyworth is very hard, other companies do not buy it, and consumers are not enthusiastic about buying. This is obviously the result that LGD does not want to see! If you are unsatisfied, you have to change something. This also provides conditions for the market to brewing new moves.

Million to ten million breakthrough?

Need to break through, first and foremost!

How to play, who is suitable? The author believes that LeTV, which has just become the top five color TV manufacturers in the world, is an excellent candidate.

Let us first look at a very interesting news. As the saying goes, before the advent of rainstorms, there are always dark clouds, and before the market changes, there are always various kinds of rally.

The people who do the news all know that LeTV’s acquisition of VIZIO was an old news story in late July, but a message in the circle of friends the night before yesterday (August 3) still caused a crazy reprint.

According to the Securities Daily news, Korea’s Korea Daily reported on August 2 that China’s color TV company LeEco (LeTV) has jumped to the third place in the global television market this year, becoming a strong competitor for Samsung Electronics and LG Electronics. The report also quoted data from Trend Force, a well-known market research agency, saying that China's LeEco will produce 14.57 million LCD TVs this year. The report also said that due to sitting on Samsung, LG TV giants, North Korea Daily and other Korean media has been very sensitive to changes in the global TV market pattern.

This is a very sensitive issue. The Korean Daily stated that LeTV is the world’s third largest color TV company. This is an exaggeration component first. Samsung and LG occupy the top two in the world’s color TV and South Korea’s major media are actually giving LeTV a big boost. Space coverage. In my opinion, this may be a public opinion! Imagine if LG (30 million units) and Letv (more than 15 million units) form an alliance, which will directly threaten the status of Samsung (50 million units) global leader. The next TV market may be surging!

Then, further news came. LeTV visited GD's factory in Paju, South Korea. We must know that the factory mainly produces large-screen color TV panels, one part is an OLED panel production line, and the other is an LC D panel production line.

If it is simply a liquid crystal panel production line, then it would be meaningless to LeTV. It would be just a matter of direct mainland purchase or Taiwan purchase. I also agree that LeTV looked at LGD's OLED panel production line.

Well, if LeTV pushes OLED TVs, the benefit to LGD is that it can quickly reduce costs and accelerate the promotion of OLEDs. This is bound to be the explosive news of color TV sets. Sales volume can easily be realized from millions to ten million. Of course, as LeTV, no matter whether it is public opinion or the third trend, it is a good thing to enter the OLED industry with a lot of favorable conditions from LGD.

However, I believe that before all this was unformed, it was more like a smoke bomb released by LGD. However, if LeTV suddenly announces its strategic cooperation with LGD, it is not surprising that it is a result that both parties want.

If so, Samsung is in crisis.

Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.

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