After Hisense raised the banner of laser TV, many people didn't pay much attention to it. The mentality of most TV brands is nothing more than two: First, it is difficult for the laser to become a big climate, let the "pioneers" play first; second, although the scale of laser is not large, it is better than nothing, so you can follow it first.
There are reasons for both of these attitudes. For example, the former thinks that lasers may not be a reliable choice for next-generation display technology; the latter thinks that a rational business choice is best not to put all eggs in one basket.
No matter what kind of mentality, in fact, it is believed that lasers cannot form a large-scale market, or that they cannot form a substantial threat to liquid crystals.
If you look at the absolute number of current sales and sales, laser TV is indeed not very strong.
According to data from Aowei Cloud, the sales volume of the laser TV market in 2017 was 67,000 units, with a sales volume of 2.08 billion yuan. In 2017, the domestic retail volume of color TVs was 47.52 million units, and the retail sales volume was 163 billion yuan.
But if you look at it from the perspective of development, it depends not only on the scale, but also on the speed. In terms of growth rate, laser TV maintains a rapid growth trend. In 2017, the sales volume and sales growth rate reached 116 percent and 109 percent respectively, while the overall TV market in the same period was only -6.6 percent and 4.5 percent .
규모가 크지 않고 성장 속도가 매우 빠릅니다. 레이저 TV의 시장 현황입니다.
There is another data worthy of attention, that is, in the super-sized market, laser TVs have a dominant position. The data shows that in the market of more than 80 inches, the proportion of laser TV sales has reached more than 60 percent . According to data released by Hisense, in 2017, Hisense laser TVs accounted for 56.2 percent of the sales of 85-inch and above in the Chinese TV market, and 42.8 percent of the sales of 80-inch and above.
The reason why many people thought that laser TV could not be large-scale was that laser only dominated the super-sized market, such as the market above 80 inches. Although this market belongs to the high-end market and is also very valuable, it will not be very large after all. In other words, even if the laser completely dominates the TV market of more than 80 inches, it will not be able to substantially subvert LCD TVs.
However, things are constantly changing. After the laser TV occupied the large-size TV market, why didn't it go down the size and continue to grab the market share of LCD TVs?
The answer is yes. Judging from the laser TV carrier Hisense, its size layout has dropped from 100 inches and 150 inches to 80 inches. In addition, some companies in the laser camp also said that the laser will continue to explore the size in the future, such as 65 inches. In this way, a frontal confrontation with the liquid crystal will be formed.
The important thing is that with the continuous increase in the size of TVs, the market over 55 inches is about to occupy half of the market, and 65 inches will soon become the mainstream size of living room TVs. Zhongyikang even believes that starting from this year, 70 inches and above can be regarded as a real large size.
Upstream panel manufacturers are also increasing the shipment of 65-inch panels. For example, AUO said that in the first half of this year, TV panels with a resolution of 8K will be shipped, starting from 65 inches and reaching a maximum of 85 inches. It is expected that sales of 65-inch TVs will increase by 40 percent this year, and sales of 70-inch TVs will increase by 50 percent .
Sankei observer Major General Ding believes that if the size of laser TVs is lowered to 65 inches, 70 inches, and 75 inches, it will change the previous pattern of dislocation development with LCD TVs and form a direct impact on LCD TVs.
In addition, in terms of price, the price of laser TVs is also falling, making it more accessible to the people. For example, the 80-inch 4K laser TV L5 just released by Hisense costs less than 20,000 yuan. Internet brands such as XGIMI and Baofeng have also launched laser TVs worth about 10,000 yuan. In the future, with the drop in size and the increase in scale, there is still room for the price of laser TVs to be lowered, which will form a stronger squeeze on the liquid crystal.
Some people say that the technology of laser is not perfect, but in fact, in the core indicators of some TVs, such as brightness and picture quality, laser is no longer inferior to LCD, and in terms of AI and content, there are no shortcomings.
So, for LCD, the wolf of laser TV is really coming.
