The recovery hits the digital sign industry
According to a new DisplaySearch report, US professional LCDs (as in, not TVs you buy at Sam’s Club) are up 19% so far this year and 41% from 2Q ’09. According to their chart, about 17,000 sold in Sept ’09 compared to 7,500 or so in Jan ’09. The most revealing part of the press release, however, was this chart:
So, across the 12 companies that sell pro-level LCDs (you can tell which ones are professional by their warranty — if it’s 3 years, it’s a pro display), if you throw out the top 3, Samsung, LG and NEC, the average LCDs per company is a whopping…256. So 9 companies sold 256 LCDs each, on average, and 3 sold the other 80% of the LCDs. That’s kinda shocking to me.
And compared relative to those bottom 9, RedPost is doing just fine, competing evenly with the likes of Cisco, Philips, HP, Sharp, even Sony (if you stretch it a bit). And they have lots of resources to invest in a new market. Interesting.
The digital sign market is wide open, still.
