According to an Omdia research report, the total shipment of Mini LED backlight LCD TVs in 2022 is expected to be 3 million, lower than Omdia's previous prediction. Omdia has also downgraded its shipment forecast for 2023.
The decline in demand in the high-end TV segment is the main reason for the downward revised prediction. Another key factor is the competition from WOLED and QD OLED TVs. Meanwhile, the shipment of Mini LED backlight IT displays remained stable, benefiting from its use in Apple products.
The main reason for the downward shipment forecast must be the decline in demand in the high-end TV segment. High-end TV sales from many TV manufacturers have been severely affected due to the global economic recession. The shipment of OLED TVs in 2022 remained at 7.4 million, almost unchanged from 2021. In 2023, Samsung plans to increase its shipment of QD OLED TVs, hoping that this technology will give it a unique competitive advantage. As Mini LED backlight panels compete with OLED panels in the high-end TV segment, and Samsung's Mini LED backlight TV shipment share has been first, Samsung's move will seriously impact the Mini LED backlight TV market.
Over 90% of Mini LED backlight IT display panels shipment is used in Apple products such as the 12.9-inch iPad Pro and 14.2 and 16.2-inch MacBook Pro. The impact of economic recession and global supply chain issues on Apple is relatively small. Additionally, Apple's delay in adopting OLED panels in its products also helps maintain stable demand for Mini LED backlight IT display panels.
However, Apple may adopt OLED panels in its iPads in 2024 and expand its application to MacBooks in 2026. With Apple's adoption of OLED panels, the demand for Mini LED backlight panels in tablet computers and laptops may gradually decline.
Post time: Jan-31-2023