OLED Gained Unit Share in Q4; LCD Grabbed Revenue Share: DSCC

LCD and OLED waged a “pitched battle” in Q4 for relevance in the “advanced TV” space, “with each camp making gains by playing to their strengths,” reported Display Supply Chain Consultants Monday. DSCC defines advanced TVs as any set with an enhanced “display technology feature,” including all OLED TVs, all 8K LCD TVs and all LCD TVs with quantum dots, it said. “Aggressive OLED pricing allowed the emerging technology to gain unit share, but a combination of higher LCD TV prices, a bigger screen size mix and the growth of MiniLED TV sets allowed LCD TV to gain revenue share,” said DSCC. Global advanced TV shipments in Q4 increased by 29% year over year to 6.6 million units, it said. All OLED TV screen-size groups increased year over year, with the biggest gains in 77-inch screens (up 116%) and larger 48-inch (up 276%), it said. Within the LCD category, shipments for the high-volume 55- and 65-inch sizes recorded only single-digit percentage gains, but advanced LCD TVs larger than 75 inches increased 67%, it said.