As one of the largest technology exhibitions every year, CES gathered many new products of the year and was also regarded as the vane of the development of the industry that year. At the RECENTLY CONCLUDED CES 2022 SHOW, first-line brands, including Sony, Samsung, etc., have released their own new products in the display category, and today we will take a look at what changes will occur in the TV industry in 2022 through these new products.
The following chart is a new display category released at CES 2022, and it is very obvious from this chart that the presence of MIniLED, MicroLED and laser technology is getting higher and higher.
Among them, the most eye-catching is Sony and Hisense, the former released its first MiniLED TV - 8K Graphics flagship Z9K and 4K flagship X95K, while A95K is also the industry's first product equipped with Samsung QD-OLED panel, with the XR cognitive chip released last year, redefining the tv industry's picture quality ceiling. Hisense has brought the industry's first 8K laser display technology, so that laser and 8K, two display technologies that are hot in 2021, have a better integration.
Sony 2022 K Series TV Matrix
In addition, like the MIniLED/MicroLED panel products brought by Samsung, TCL brought 8K MiniLED TV, LG brought OLED Evo, QNED MiniLED and Nanocell TV, and Changhong brought its first tri-color laser TV.
Samsung MicroLED
The above can be clearly seen that various enterprises are trying to break through the bottleneck of the development of the TV industry, and the difference in technical layout makes the brand and product two-way upgrade, which promotes the diversified development of new display technology.
According to the data of Aowei Cloud Network, from January to November 2021, the product scale of new technologies (lasers, OLED, MiniLED, quantum dots) in China's color TV market was 1.62 million units, an increase of 29.7% over the same period. As the development trend of color TV products, new technologies have huge market potential, and improving technological maturity and reducing mass production costs will be the direction of continuous efforts of the entire display industry chain.
The other is that the trend of large screen is becoming more and more obvious, Samsung's largest 110-inch MicroLED, TCL 98-inch QLED, LG 136-inch MicroLED... These are the most visible new products at this year's CES 2022. According to the color TV market size change data of Aowei Cloud Network in the Q3 quarter of 2021, the overall proportion of 55-inch and 65-inch products reached 48.8%, of which the growth rate of 65-inch products reached 4.7%, and 75-inch also had a 2.8% increase, which began to enter the growth period. In terms of 80+ size, 85 inches has become the gold size purchased by consumers, and the larger 90+ size is still the core consumer product of laser TV, but as more and more products launch more attractive 98-inch LCD products, it also makes the competition in this size segment intensify.
Laser TVs also have a very significant market share growth in 2021. According to the "Quarterly Report on China's Laser TV Market Analysis" released by Lotu Technology, the shipment volume of China's laser TV market exceeded 100,000 units for the first time in the first half of 2021, reaching 116,000 units, an increase of 34.3% year-on-year; sales were 2.05 billion yuan, an increase of 38.0% year-on-year. Even under the impact of the epidemic, shipments and sales still increased by 29.2% and 15.0% compared with 2019.
According to Lotto Technology, the annual shipment of laser TVs in the Chinese market will reach nearly 400,000 units in 2021, an increase of more than 80% year-on-year. It is expected that by 2024, laser TV shipments will exceed 1 million units.
As the current head brand in the field of laser TV, Samsung / Hisense have a very deep technical accumulation, according to the data released by Hisense Video, in the first half of 2021, Hisense laser display main business revenue increased by 55% year-on-year, product sales increased by 71% year-on-year, officially entered the stage of large-scale development. The world's first 8K laser display solution released at CES 2022 will also become the direction of high-end laser TV development in the future.
CES 2022 Hisense 8K Laser Display Solution
Hisense 8K laser display technology is mainly based on TI's DLP display technology, which realizes video decoding and image format conversion of 8K signal through ultra-high resolution video signal decoding and image processing. Combined with ultra-high-definition light control and optical analysis technology, it realizes precise control of 33 million beams of light. At the same time, with the development of laser light source, dissipation speckle technology and optical design, the large-screen display effect of ultra-high-definition and ultra-high color gamut can be perfectly realized.
8K technology has been well popularized after several years of development, but due to the limitations of the size and content resources of display products, 8K technology has not fully blossomed like 4K technology. When the laser TV technology is more mature and the display effect is more and more outstanding, the 100-inch + large screen has become the best carrier of 8K.
Huawei smart screen MiniLED V75 Super
In the past two years, the cross-border enthusiasm of the hot mobile phone brand has gradually decreased, and brands such as Glory and OPPO have gradually lost confidence in the high-end market, and only aim to launch products that are intelligently interconnected with their own products as the core purpose. At present, only Huawei and Xiaomi are left with mobile phone brands that can impact the high-end market, the former of which has proved Huawei's technical heritage through products with a number of technologies developed for MiniLED panels. Xiaomi, on the other hand, continues to achieve better audio-visual effects through continuous algorithm optimization and continues to advance towards the high-end market.
According to data from the National Bureau of Statistics, from 2000 to 2019, the overall output of color TELEVISION sets in the mainland showed an upward trend, an increase of nearly 5 times; Since 2013, the output of color TVs in the mainland has risen steadily, and for the first time in 2019, the output was 189.991 million units, down 2.9% from 2018. In 2020, the output of color TVs was about 196.26 million units, up 3.3% year-on-year. In the case of the mainland color TV ownership reached a high level, the production and sales of the color TV market have declined, and after years of continuous and rapid growth, the mainland color TV market has gradually entered the adjustment period. From the perspective of sales, after 2017, the overall sales scale of the color TV industry in China showed a downward trend, and the retail sales volume in 2020 was 44.5 million units, down 9.1% year-on-year.
In the coming year, as consumers pursue higher quality sound and picture effects, sales figures will continue to decline. At the same time, MIniLED and laser technology will usher in more violent development, MicroLED as the ultimate display technology with high hopes, will also accelerate the speed of product landing in 2022, and it is expected to reach the stage of large-scale commercial sale in 2025.
With the upcoming Beijing Winter Olympics, 8K technology will be better developed. At the same time, with the tension of the upstream core panel supply chain being alleviated, the price of general TV products may be slightly reduced in 2022, while MiniLED/laser display technology will have a certain increase in price compared with the current stage of products because of the higher cost of upfront technology. According to the current stage of tv industry technology development, if you plan to buy new TV products in 2022, it is recommended to give priority to OLED products at the same price, if the budget is extremely sufficient, MiniLED products of first-line brands such as Sony/Samsung can also be considered.