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Samsung plans to release 89, 101, 114-inch micro LED TV next year, excluding 70-inch model
According to the latest report by Korean media TheElec, Samsung has excluded a 70-inch range in its compact LED TV lineup plan. Compared to LCD or OLED, micro LED seems to be the market-focused option for a much larger product.
According to the report, it was known that Samsung’s video display (VD) unit plans to release three types of micro light-emitting diode (LED) TVs next year by 89-inch, 101-inch, and 114-inch models.
Samsung’s 89-inch, 101-inch, and 114-inch micro LED TVs will be released next year all using substrates of polycrystalline silicon (LTPS) thin-film transistor (TFT) with low temperature. Compared to next year’s Samsung Electronics’ LTPS TFT-based micro LED TV lineup (89, 101, 114 inches) with the actual system, the 80-inch (89-inch) model was retained, and the 70-inch model disappeared. Instead, 101-inch and 114-inch models have been added.
The industry explains the absence of 70-inch models in the list of small LEDs as Samsung’s goal of focusing on the largest market. With current technology, it is difficult to reduce the price of ‘4K-class’ resolution micro LED TV less than 100 million won, and products with 8K-resolution have already sold liquid crystal display (LCD) and organic emitting diode TVs (OLED), so small 70-inch 4K LED TVs are already on sale.
Samsung is known for requesting the development of LTPS TFT sub-LED TV substrates from Taiwanese AUO and Samsung Display. On the other hand, the 99-inch micro LED TV that Samsung has announced will be released in March or April has not yet been released in early November.
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Samsung reportedly built a small LED TV less than 100 inches by reducing the pixel (pixel pitch) space to a minimum distance of 0.5mm. It is less than 10% smaller than the 0.63mm pixel space of the 110-inch model. The 110-inch micro LED TV has an estimated value of 170 million won.
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Samsung remained the king in the Q2 2024 market, but Apple and Xiaomi are getting closer. IDC market research data shows that Samsung led the worldwide smartphone market in the second quarter of the year and Chinese brands scored rapid growth.
According to IDC, Samsung sold 53.9 million devices in the second quarter. The company occupied an 18.9% market share internationally. The company has slightly improved its sales share up from 53.5 million units in the same period last year.
The data suggests that Apple ranked second in terms of global volume sales. The iPhone maker shipped 45.2 million devices in Q2, 2024. It captured a market share of 15.8%, a modest increase from 44.5 million shipments in the second quarter of last year.
Third comes Xiaomi. The Chinese brand saw massive growth in sales year over year. It had sold 42.3 million smartphones in the second quarter alone. It’s a big jump from 33.2 million units shipped in Q2 2023, becoming a potential threat to Apple and Samsung.
Apart from this, Vivo also recorded significant growth in the global market. The company’s year-over-year growth in Q2 was 21.9%, with sales listing 25.9 million units with a market share of 9.1%. The growth percentage shows that aggressive marketing and boasting competitive specs into devices is paying off.
Samsung, Apple’s game isn’t over…
Last week, Samsung launched its new foldable phones, releasing on July 24, 2024. Apple, on the other hand, is expected to launch new flagship iPhones in September. It means, Samsung will enjoy the third quarter as well. The fourth quarter might be of Apple as iPhone sales would sharply grow in the global market given the new lineup release.
Samsung is now preparing to unveil new FE products later this year, followed by the S25 series in early next year. Chinese brands are expected to debut their latest flagships in the last quarter of this year, while Google Pixel phones are also coming in August.
Samsung today announced provisional sales and profit results for the second quarter. Samsung formally announced the provisional/predicted sales and operating profit, suggesting a massive profit boom in Q2, 2024 given the AI memory semiconductor rise.
In Q2, 2024, Samsung sales provisionally increased by 2.89% and operating profit by 57.34% compared to the previous quarter thanks to AI boom. Besides, the sales climbed by 23.31% and operating profit by 1,452.24% compared to the same period last year.
The company expects sales of 74 trillion won and operating profit of 10.4 trillion won on a consolidated basis. While these results are not final, there won’t be much change in the final result when it comes out. Samsung had a pretty profitable period in the second quarter.
Samsung in Q2
- Consolidated Sales: Approximately 74 trillion Korean won
- Consolidated Operating Profit: Approximately 10.4 trillion Korean won
The Korean tech giant is currently facing yield issues in its second-generation 3nm process. The flagship Exynos processor is unlikely to be commercialized this year. It would lead the Mobile business to face additional burdens due to rising prices of Snapdragon chipsets.
Meanwhile, Samsung is focussing on HBM (high bandwidth memory) semiconductors. HBM is a key player in artificial intelligence servers and data centers. The booming AI market will directly benefit Samsung’s semiconductor business.
Samsung ranked first in market share in the global smartphone market in Q3, 2023. TrendForce report says that Samsung led the global Q3 smartphone market, recording a market share of 19.5%.
Overall production in the third quarter increased by 11.5% compared to the previous quarter to 60.1 million units. During the same period, Apple’s production increased by 17.9% to 49.5 million, thanks to iPhone 15.
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Third place was taken by Xiaomi (13.9%), followed by Oppo (12.6%) and Transion (8.6%). 6th place is Vivo (8%). Meanwhile, global smartphone production reached 308 million units, a 13% increase compared to the previous quarter and a 6.4% increase from the previous year.
Huawei’s re-entry into the flagship smartphone market targeting Apple has had a significant impact in China. Huawei is aiming to expand its high-end flagship series, focusing on the Chinese domestic market next year, so Apple “We plan to attack directly”.
// Source