This will be the first year - FY 2025 2026 AC sales ( 15 Million + current penetration being 7% ) will surpass LED Panel Sales ( Around 14 Million Penetration around 75 % ) Smartphones penetration impacted LED Panels Growth.
Mohit Mathur
9mo
Interesting insights Sunil D. Sharma , how smartphones have impacted the LED panel Market. Parallels can be drawn from this data for the entire content development Industry, entertainment, education and many more sectors....that now shift to mobiles.. btw a question in my mind remains...is increasing Airconditioner sales related to increase in urban housing and extreme weather events....
The comparison between AC and LED panel sales reflects a significant shift in consumer demand patterns. With AC sales projected to cross 15 million units at just 7% penetration, it indicates a vast untapped market — likely driven by rising temperatures, increased urbanization, and improving electricity access. On the other hand, LED panels, despite nearing market saturation (~75% penetration), are seeing slower growth — possibly due to the increasing dominance of smartphones as the primary content consumption device, especially in single-TV households. This transition hints at a larger trend: consumers are now prioritizing comfort and utility-based appliances over aspirational or entertainment-driven ones. It will be interesting to see how companies realign product strategies to cater to this evolving demand curve.