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Samsung Electronics 2022 Neo QLED TV shipment forecast downward adjusted

The 2022 forecast shipment of Samsung Electronics' Neo QLED TVs, its high-end miniLED-backlit LCD TVs initially launched in 2021, has been downward adjusted from 3.0-3.5 million units originally forecast in early 2022 to at most 3.0 million units, South Korea-based The Elec cited Omdia as indicating.

Samsung shipped 1.0-1.5 million Neo QLED TVs in 2021, short of its target and market estimates.

According to Omdia, Samsung will procure 46.0 million TV-use panels used in Neo QLED, QLED and LCD TVs in 2022, fewer than 53.0 million panels originally forecast. The decrease in the forecast is mainly due to impact of the anti-COVID-19 lockdown in Chinese cities, raging inflation and Russia-Ukraine war.

Samsung will lead in global shipment of miniLED-backlit LCD TVs in 2022, followed by China-based TCL with 2.0 million units, LG Electronics with 500,000 units and Sony with 300,000 units. TCL and LG shipped 400,000 and 60,000 such TVs respectively in 2021.

Global shipments of miniLED-backlit LCD TVs will keep increasing from 1.9 million units in 2021 to 8.3 million units in 2022 and further to 15.8 million units in 2023, 21.2 million units in 2024, 24.7 million units in 2025 and 27.6 million units in 2026, according to Omdia.

In contrast, global shipments of miniLED-backlit tablets and notebooks will also rise from 14.3 million units in 2019 to 20.8 million units in 2022, 21.4 million units in 2023 but turn to drop to 17.9 million units in 2024, 7.9 million units in 2025 and then increase again to 8.2 million units in 2026. The fluctuation is because Apple is likely to adopt OLED panels for its high-end iPad and notebook models in place of miniLED-backlit LCD panels beginning in 2024.

By DIGITIMES

Link:https://www.digitimes.com/news/a20220701PD200.html

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