Dolby Vision Adoption Widens but Still Lacks Samsung Support: Analyst

Dolby is battling short-term “headwinds” but remains positioned for revenue growth and “impressive” operating margins, Colliers analyst Steven Frankel wrote investors Friday in a post-CES report. Noting Samsung is the “lone holdout” among major TV makers for Dolby Vision adoption, Frankel said the ubiquity of Vision, and the “lack of momentum behind HDR10+,” makes it “only a matter of time before Samsung joins the Vision camp.” Samsung’s new Micro LED and Neo QLED TVs incorporate Atmos, which Frankel called “an encouraging sign.” Samsung didn't comment. The analyst cited multiple new TVs with Dolby Vision from TCL, Sony, Panasonic, Hisense, LG and Skyworth, and the Samsung HDR format is also now available on Hisense and Xiaomi short-throw projectors. Frankel noted HDR10+ added support for a gaming mode (see 2201030027), “playing catch-up to Dolby Vision’s growing support” across gaming titles. Dolby Vision IQ, which had support from a handful of high-end models in 2021, will trickle down to lower priced TVs for 2022, including Hisense’s 7 and 6 Series TVs (see 2201040063). Dolby Vision IQ will be available this year on TVs priced as low as $579, he said.