IPS monitors.

[tp4tissue]

Looking at the monitor scene. IPS doesn't make much sense given that oled prices have come down so much.  You can get $600 oled on sale. Not the greatest, but it's better than IPS in most usage scenarios.

Seems like big price slashes these couple months on LCDs after the big oled splash.

And we know TCL's JOLED is coming, and it's gonna be pretty attractively priced.

[Sniping]

is that joled thing actually coming? i didn't see much news about it, do you have more info on it?

[tp4tissue]

They have joled monitors, but not TVs.

Export side, TCL is already beating up the Name Brands with their $2000 100 incher lcds. The corean oled factories are not at peak utilization. They're only selling half the number of units they need to sell, and they're deathly afraid to give up margin.

China's internal market has always been ~6-10x the size of their american export market, so you can project that they have more than enough to capitalize without worrying about exports at all.

It's inevitable that TCL takes over.

JOLED printers are not inherently that different than all the other printers they're using for QD_OLED.  It's coming for certain, and we will see very aggressive pricing. Probably up to 30-40% less than competitors.

I don't think JOLED will be as good as QD_OLED, but TBH, it doesn't have to be, Gamut is great, but beyond P3, it's not critical. That said Tp4 still highly recommends QD_oled.

LG is the company in alot of trouble due to their native competitor Samsung.

QDoled is putting the hurt on WOLED, there's already major friction in consumer sentiment around the 2 technolgies, with QD leading. Objectively speaking QDO is better in almost all metrics except daytime reflection.