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Sensio Technologies Inc SNIOF

Sensio Technologies Inc develops and markets stereoscopic technologies for consumer electronics, digital broadcasting and digital cinema markets.


GREY:SNIOF - Post by User

Comment by Rabiddobermanon Oct 28, 2015 11:36pm
135 Views
Post# 24237501

RE:RE:RE:Registered users misses my estimate, but...

RE:RE:RE:Registered users misses my estimate, but...

Hedge, first off, I'll admit I was wrong - I've been looking at global 3D TV market shares rather than US. That being said, the data you're quoting is about smart TVs (i.e. connected) - NOT about 3D TVs (seeing as it's from 2014, Vizio's market share should have been much less than 24%, considering it pulled out of the 3D TV market that year).

It's a known fact that Vizio sells a lot of TVs in the US, due to being a low-cost alternative to more expensive manufacturers, and being available at major retailers such as Costco and Wal-Mart.

However, their market share wasn't as big in terms of 3D TVs - they were behind LG and Samsung.

For US numbers, please take a look at this PDF file on SIO's web site, pages 17-18: https://sensio.tv/pdf/2015-09-24-Conference-call%20Presentation.pdf

For starters, LG is supposed to be twice as big as Vizio. Definitely not seeing this in the numbers - at this point we can only assume that it has "taken over" for Vizio. Panasonic should also have doubled Vizio's output back in 2014 - obviously it never did.

Samsung is indeed more than twice as big as LG in the US. Then again, considering the absence of results with Panasonic and LG (and due to the fact that Samsung 3D TVs require costly active glasses - meaning few owners have enough pairs for a"3DGO family movie night"), I'm not sure how much more rentals we can expect from them. Best case scenario, seeing as 3DGO has potential access to 4,76 million TV sets with Vizio, Panasonic and LG combined, and Samsung represents 5,89 million, revenues should be just north of double what they were...

Therefore I think I'll stick to my previous guessestimates - maybe on the high rather than low side, but still. Anyway, even if revenues were 3, 4 or 5 times higher, it still wouldn't cut it.

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