IT House January 26 news, TrendForce Jibang Consulting released its 2022 TV market forecast on January 25. The agency said that the shipment performance of TV brands in the first half of 2021 was driven by US relief payments, making North American shipments continue to be prosperous. At the same time, the brand continues to replenish the panel inventory, pushing up the price of the panel and rising. In the second half of the year, demand was tested due to the slowdown of the epidemic, and the growth of raw materials and freight rates pushed up costs, resulting in higher TV prices. Global TV shipments will decline by 3.2% to 210 million units in 2021.
According to the IT Home, the research institute expects that the production capacity of TV panels will be abundant in 2022, and the price fluctuations will no longer occur. After a price correction in the second half of 2021, this year's TV panel prices will help the brand layout. Overall, TV shipments will grow 3.4 percent this year to 217 million units.
TrendForce said that in 2022, the price of 23.6, 32, and 43-inch small-size panels has been close to the cash costs of panel manufacturers, which is conducive to brands to re-increase the proportion of shipments. And the proportion of shipments of products 39 inches and below will remain at 25%. Medium-sized 40-59-inch TVs, the proportion of shipments will remain at 55%, is the most popular size in the market. In addition, the large size of more than 60 inches is still the focus of international brands, and the market share is expected to rise to 20%.
OLED TV growth slows in 2022, converging to 27% annual growth
2021 OLED TV benefited from the soaring PRICE of LCD in the previous two years, the same 55-inch 4K O/C product, the price difference between the two has narrowed from 4.7 times in early 2020 to 1.8 times in mid-2021, attracting more brands to actively layout OLED TVs when LCD panel supply is limited, driving OLED TV shipments to 6.7 million units in 2021, an annual increase of 70%. Although Samsung Electronics intends to join the white OLED camp this year and launch QD OLED TVs at the same time, as the price of LCD panels continues to fall, and the price of OLED TV panels is not reduced by LG Display,200 will disrupt Samsung Electronics' layout for OLED TVs. If Samsung Electronics is unable to launch OLED TV in the spring, it will affect the original shipment target of 1.5 million units. However, whether it is the launch of OLED TV models in the spring or summer, Samsung Electronics will take advantage of its brand and channel advantages and will attack the OLED TV market with a market share of 15%.
Mini LED TVs doubled annually, with shipments challenging 4.5 million units
TCL has been launching its first Mini LED TV since 2020, opening up new horizons for TV products. In 2021, Samsung Electronics launched a series of 50-85-inch mid-to-high-end 4K and flagship 55-85-inch 8K Mini LED models, which exceeded the million level in the first year of shipments, reaching 1.5 million units, pushing up the overall Mini LED TV shipments in 2021 to 2.1 million units. In 2022, in addition to Samsung Electronics and TCL continuing to operate Mini LEDs at the same time, many brands have also joined the ranks, the overall Mini LED TV shipments will challenge 4.5 million units, including SONY at the beginning of the year CES for the first time to display 8K 85 inches and 75 inches and 4K 85 inches, 75 inches and 65 inches flagship models the most eye-catching, and SONY will have olED and Mini LED TVs as Samsung and LG Electronics as the same international brands as OLED and Mini LED TVs. Make the competition in the high-end TV market more intense.
![Samsung unveiled its first QD-OLED TV, the S95B: priced at about 15,000 yuan and released next month[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)