According to IHS, sales of quantum-dot enhanced LCD TVs, or QLED TVs, dropped 48% in Q2 2017 compared to Q1 2017. Total sales in Q2 amounted to only 351,000 units - down from 671,000 in Q1 2017. OLED TV sales, meanwhile, increased from 29% from 212,000 units to 282,000 units.
Following this report, Business Korea speculates that Samsung Electronics may have to change its premium TV strategy, as it faces market share lose in this very important segment and may lose its leading position in the total TV market.
Display Supply Chain Consultants (DSCC), meanwhile, seems optimistic about the QLED TV market, forecasting a 90% compound annual growth rate of of 90% from 2016 to 2021, compared to a growth rate of 49% of OLED TVs. Sales of QLED TVs will reach 100 million units in 2021 - a market share of 34% from the total TV market.
