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klausatoday at 4:17 PM3 repliesview on HN

This is just straight up false.

OLED productions costs have fallen, and the yields have gotten better — displays of all kinds have gotten cheaper, not just TVs; OLEDs have started showing up in products they haven’t before for cost reasons, etc.

The manufacturers make some profit on the data they harvest, sure; but the biggest BOM costs of TVs have definitely also dropped sharply.


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rpdillontoday at 4:21 PM

It's probably mixed. I think Vizio's financial statements suggest they lose money on TVs and make it up on user data, but I'm not sure this holds for other manufacturers. I agree with you that TVs have gotten much cheaper to make, which probably incentivized the "collect it all" mentality, since their reach has increased and they can target more customers with lower prices.

dd8601fntoday at 4:51 PM

The margin on tvs is slim.

Companies like Vizio make vastly more on the ads and data than they do on the tvs.

Some quarters they even take a loss. They took a $7m bath on hardware while booking about $120m on ads and data.

We’re never getting good tv’s back. It’s only going to get worse. Now they’re starting in on monitors.

The only lifeline would be consumer protection, which obviously won’t happen in the US.

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jurftoday at 4:20 PM

Both can be true.

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