Counterpoint’s Advanced TV Cost Report Tracks Displays From QD-OLEDs to 130” LCDs
- IJP should result in a reduction in material costs through better utilization and less waste. But depreciation costs for a new IJP line are substantially higher than for a fully depreciated WOLED line.
- In 2026, a 130” UHD LCD module would cost nearly 1.5x the cost of a 116” UHD LCD module.
- Higher depreciation cost and SG&A make the QD-OLED panel cost 60%-65% higher compared to a WOLED of the same size.
Counterpoint Research has released its latest Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. The H2 2025 edition includes updates to all sizes of WOLED panels and 55” to 130” LCD modules, including LCD with MiniLED backlights, and cost profiles for 34” and 49” new gaming monitors and 55”, 65” and 77” legacy QD-OLED panels from SDC. In addition to the 98”, 100”, 115” and 116” UHD-LCD panels that were added in H1 2025, now we have also added new cost profiles of 43” FHD and 130” UHD LCD panels, manufactured on Gen 8.5, Gen 8.6, and Gen 10.5 substrates in China.
The chart below, by Research Director Bob O’Brien, shows a comparison of the costs for WOLED and IJP OLED for 55” UHD panels from 2026 through 2028, with breakdown by cost components and the corresponding estimates of yield. It demonstrates that IJP should result in a reduction in material costs through better utilization and less waste. But depreciation costs for a new IJP line are substantially higher than for a fully depreciated WOLED line.
Panel Cost for 55” UHD WOLED and IJP on Gen 8.5 in China
Source: Counterpoint’s Advanced TV Display Cost Report
The chart below, by Research Vice President Yoshio Tamura, shows the cost profiles for 116” vs 130” LCD panels from 2026 through 2028, with breakdown by cost components and the corresponding estimates of yield. The 116” LCD panel combines MMG on Gen 8.6 lines to improve the efficiency. These sizes are used for flagship models with new technology such as RGB MiniLED. In 2026, a 130” UHD LCD module would cost nearly 1.5x the cost of a 116” UHD LCD module.
116”/130” UHD 120Hz LCD Module Cost in China
Source: Counterpoint’s Advanced TV Display Cost Report
Senior Analyst Nikhil Kishor states that the QD-OLED panel cost is dramatically higher than any other flat panel of the same screen size due to lower yield and higher depreciation cost. In the last few years, yields for QD-OLED panels have improved faster than expected and currently, the yield estimates for 2025 are under 85% for 55” and 65” TV panels. He estimates that QD-OLED panel yields are close to WOLED, but higher depreciation cost and SG&A make the QD-OLED panel cost 60%-65% higher compared to a WOLED of the same size.
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Author
Bob Obrien
Robert J (Bob) O’Brien joined Counterpoint Research as part of its acquisition of DSCC, where he was Co-Founder, Principal and CFO of DSCC. Bob has decades of experience turning market and business analysis into strategic insights in the display and electronics industries. At DSCC, Bob takes the lead role in analysis of display materials, including glass and AMOLED materials, and covers developments in TV and other large-screen display applications. He is the principal author of DSCC’s AMOLED Material Report, the Advanced TV Shipment Report, and the Display Glass Report, and Bob contributes regularly to the DSCC Weekly Review.
Yoshio Tamura
Yoshio Tamura joined Counterpoint Research following its acquisition of DSCC, where he served as Co-Founder and President of Asian Operations at DSCC (Display Supply Chain Consultants), based in Tokyo, Japan. He has more than 30 years of experience in display market research and consulting and is widely recognized as one of the leading authorities in the display industry. He began covering the display market in 1991 at TSR, where he significantly expanded the company’s research activities in this field. In 2000, he was invited to join DisplaySearch and was later promoted to Senior Vice President. Through his strong industry relationships, DisplaySearch expanded its presence across Asia by recruiting top talent in Japan, Korea, Taiwan, and China. In 2005, DisplaySearch became the world’s leading display research company and was acquired by NPD (USA). In 2014, NPD’s DisplaySearch business was acquired by IHS (UK). In October 2016, he co-founded DSCC. In August 2023, DSCC was acquired by Counterpoint Research. He can be reached at [email protected]
Nikhil Kishor
With a decade of experience in the display technology sector, Nikhil currently leads the Display 360 platform in India at Counterpoint Research, where he supports display industry clients through a combination of sales leadership, strategic consulting, and market intelligence. His expertise lies in cost modeling for display panels, supply chain analysis, and providing actionable insights across the smartphone, IT, and TV segments. Previously, he worked at Kearney, where he led cost-reduction strategies for display clients, and at Applied Materials as a Technical Lead – New Product Manufacturing Engineer, focusing on display fabrication equipment and supplier optimization.