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  • Re: Bang & Olufsen in 2019... Your predictions?

    Sorry. Your correct. The actual claims made were that B&O was leaving the TV business after Eclipse.
    Posted to General Discussion & Questions (Forum) by mawheele on Thu, Jan 3 2019
  • Re: Bang & Olufsen in 2019... Your predictions?

    [quote user="Sandyb"] Yes its difficult to compare apples and oranges - B&O may make more than the mass market 10%, but that will likely largely derive from slapping on a sound system. Those I am happy make the company a decent enough margin - but the TV part, no. And I repeat, look through the annual reports of recent years - I've mentioned the comment in the 2015 report, which I highly suggestive that BV margins were dilutive, even if positive. That's the company's own
    Posted to General Discussion & Questions (Forum) by mawheele on Thu, Jan 3 2019
  • Re: Bang & Olufsen in 2019... Your predictions?

    [quote user="Sandyb"] https://www.displaysupplychain.com/blog/will-samsung-return-to-oled-tv TV manufacturer margins, graph half way down article. [/quote] So you take a Display/System Chassis with license fees covered with a BOM cost of £1100, add 6 speakers and amplifiers into a plastic frame with a cloth cover with their respective amplifiers and a controller board and charge £8000. Dealer gets 25-30% margin. Which means total BOM is about £3600 et voila - 40%+ Margin
    Posted to General Discussion & Questions (Forum) by mawheele on Wed, Jan 2 2019
  • Re: Bang & Olufsen in 2019... Your predictions?

    [quote user="Sandyb"] Hang on - that says nothing about the actual contribution that TV's make to the top level gross margin, nor the actual margin on their BV's. Mass scale TV manufacturers make margins in the region of 10-14%, and they have the benefits of scale. LG recently reported a record margin on TV's of 14%, and Sony's equivalent is between 10-11%. My dealer has continually told me that from what he learns from B&O, the company makes a pretty slim margin on
    Posted to General Discussion & Questions (Forum) by mawheele on Wed, Jan 2 2019
  • Re: Bang & Olufsen in 2019... Your predictions?

    [quote user="PaulGiles"]One major selling point for B&O over the rest is the fact they also do TV but now this is no longer?[/quote] See what I mean!!!! B&O are still in the TV business!!! The Eclipse is one of their best products ever!!!!
    Posted to General Discussion & Questions (Forum) by mawheele on Wed, Jan 2 2019
  • Re: Bang & Olufsen in 2019... Your predictions?

    [quote user="Sandyb"] Walking away from 26% of revenues? But the profit contribution is surely much much lower, so far easier to walk away from. [/quote] Folks - before we make comments like the above, please check your facts . Stuff like this on boards can impact perfectly good businesses actually doing well - like saying product categories are EOL or immaterial to their profitability. Here is what we actually know "The gross margin for the Bang & Olufsen business unit was 45
    Posted to General Discussion & Questions (Forum) by mawheele on Wed, Jan 2 2019
  • Re: Bang & Olufsen in 2019... Your predictions?

    [quote user="Puncher"]The point people keep missing is that there is nothing coming after the Eclipse[/quote] Where are you getting this intelligence from? I would test your sources. I don't know anything, but it would be weird for a company to walk away from 26% of its revenues, just a few months after its told its shareholders that the LG relationship has been a key element of its recent success and that revenue in the TV business is growing off the back of great Eclipse sales. In
    Posted to General Discussion & Questions (Forum) by mawheele on Wed, Jan 2 2019
  • Re: Bang & Olufsen in 2019... Your predictions?

    Have premium TVs really got any cheaper? Still seems to me to be a price-point market with £1299, £1599, £1999, £2499 ad £3500+. Obviously at the top-end you now get an 8K product, but decent/current LG's in the 55, 65 are still at the higher price points. Yes, you can get a C7 55 for £1299, but as you'd expect, that is last years product they are trying to off-load. Its still fair to say that when you add a premium/current OLED and matching soundbar you
    Posted to General Discussion & Questions (Forum) by mawheele on Wed, Jan 2 2019
  • Re: The LG 2019 OLED gets WiSA-based wireless Dolby Atmos audio.

    [quote user="Peter Pan"] @ mawheele Bang & Olufsen's biggest chance is to fill the void that occurs when ours beloved BeoVision TV does not work anymore. Now we know, from 2019 is HDMI 2.1 and eARC system the future. So, of course, it must be implanted in the HUB to save us, and B&O. [/quote] Nobody needs HDMI 2.1 or eARC unless they are moving to a new TV and devices that require it. In which case the hub is useless anyhow. If and when devices arrive where it's absolutely
    Posted to General Discussion & Questions (Forum) by mawheele on Wed, Jan 2 2019
  • Re: Is buying B&O today a sound investment?

    [quote user="koning"] Yes! A premium brand that doesn't make a good working audio streamer. [/quote] This is not a market for any audio brand now. B&O would be mad to build something. This game is owned by Apple, Amazon and Spotify and the Net Radio folks. It's Game Over in this segment. Only investment worth making is seamless integration like you have between the Eclipse and Netflix / Amazon. A next gen Essence simply needs to implement Alexa to achieve this - now that its
    Posted to General Discussion & Questions (Forum) by mawheele on Tue, Jan 1 2019
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