TV Brands Offer Attractive Retail Prices for Black Friday Sales

发布时间：2018-11-26 00:00
作者：Ameya360
来源：TrendForce
阅读量：958

According to the latest report by WitsView, a division of TrendForce, the global shipments of branded LCD TV sets for 2018 are forecast to total 218 million units, an increase of 3.4% compared with last year. The market has been driven by stock-up demands for the World Cup and lower prices of TV sets. Since BOE’s Gen 10.5 fab entered production, the costs of large-size panels have witnessed a significant drop, lowering the prices of TV sets as well. Particularly, more attractive retail prices for large-size models may fuel future growth in the TV market.

“Looking ahead to 2019, international TV brands will be looking for more growth from advanced TV technologies, including 8K, QLED, and OLED”, says Jeff Yang, research manager of WitsView. On the other hand, Chinese TV brands continue to explore overseas markets and to increase the share of large-size TVs in their product mixes. In addition, TV brands plan to cut the prices during the Black Friday sales, and may retain the promotion prices for the whole year. For the next year, the attractive retail prices may boost the TV demand, despite the lack of global sports events. Therefore, global TV shipments are expected to further expand to 221 million units in 2019, a growth of 1.3% YoY.

QLED segment may experience a price war; development of OLED products is still constrained by panel supply

Samsung, a leading player in the QLED TV market, would likely focus more on developing 8K TV in 2019, since OLED TV has shown higher penetration in recent years. The cost reduction of LCD panels this year has also lowered the prices of QLED TV, which will enable the vendors to offer more attractive prices in the coming Black Friday sales in North America. For instance, Samsung’s 55-inch QLED TV is priced at $999, and a 65-inch QLED TV at $1299 during the sales, indicating Samsung’s intention to retain its share in the QLED market through price cuts.

When Samsung provides aggressive prices for QLED models, LGE and Sony retain the premium prices of their OLED line-ups. However, the costs of OLED panel remain high due to the tight panel supply from LG Display and hurdles in yield improvements. With low-priced LCD TVs rushing into the market, it remains to be seen when OLED models are able to remain in the premium market positioning.

Chinese TV brands explore overseas markets faster and offer more large-size models in the domestic market

The TV sales turned out to be short of expectation in this year’s online shopping event in China on November 11th. It has been increasingly hard for vendors to take advantages from the potential of the retail e-commerce market. In addition, traditional TV brands are faced with less room for growth due to the rise of Xiaomi, so they have been working on exploring overseas markets. For example, TCL and Hisense are very active in expanding their shares in overseas markets, offering competitive prices in this year’s Black Friday sales in North America. Hisense’s 40-inch TV (non-Internet) is priced at $99, TCL’s 55-inch Internet TV is priced at $349 and 65-inch Internet TV at $398.

Chinese TV brands continue to increase the share of large-size TVs in their product mixes. As BOE’s Gen 10.5 fab began to ship products, with additional capacity from CSOT Gen 11 fab next year, the industry will have an abundant supply of large-size panels (65-inch, 75-inch, or above). The market is expected to see higher demand, fueled by a new wave of replacement purchase.

8K models have a strategic significance for TV makers, despite its difficult ramp up

In the near term, 8K TV still anticipates difficult ramp up. The limited growth is due to the high costs of panel, not fully developed supply chain and lack of content in 8K resolution. However, with a strategic significance for manufacturers, the arrival of 8K TV has changed the landscape of the premium TV segment, while expanding the customers’ choices of products beyond only QLED and OLED. Overall speaking, the future growth of TV market will lie in large-size TV and QLED/OLED models. With more fabs for large-size LCD panels and new capacity of OLED panels coming in, prices of large-size TV will drop faster, while QLED/OLED TV products will be upgraded faster.

TV Brands Offer Attractive Retail Prices for Black Friday Sales

（备注：文章来源于网络，信息仅供参考，不代表本网站观点，如有侵权请联系删除！）

上一篇：U.S. asks allies to avoid Huawei's equipment: WSJ

下一篇： Apple's stock rout starts and ends with the iPhone

在线留言询价

相关阅读
Revenue Growth in China's Semiconductor Industry Would Slow Down to 16.2% in 2019 due to Pessimistic
Trade news

Revenue Growth in China's Semiconductor Industry Would Slow Down to 16.2% in 2019 due to Pessimistic

　　According to the latest report by TrendForce - Breakdown Analysis of China’s Semiconductor Industry, the outlook for China’s semiconductor industry has been tampered since the second half of 2018 due to pessimistic economy worldwide and uncertainties brought by the China-U.S. trade war, although the industry managed to reach a total revenue of over 600 billion RMB in 2018. Looking ahead to 2019, the revenue of China's semiconductor industry is expected to reach RMB 729.8 billion, but the annual growth rate would slow down to 16.20%, the lowest in the past five years.　　According to Jeter Teo, Research Director at TrendForce, there would be several challenges for China's semiconductor industry in the coming year, including the global economic slowdown, the overall weak demand, the negative growth in global smartphone production volume, as well as the continued trade conflicts between China and the United States.　　However, as the Chinese government continues to seek self-sufficiency of chips and aims at reducing its dependence on foreign companies, the domestic semiconductor industry will keep growing. On the other hand, new applications will trigger increasing demand for semiconductors, driven by emerging technologies like AI, 5G, autonomous driving, electric vehicles, CIS, biometric recognition, Internet of Things, and edge computing.　　It is worth noting that, recent years have seen the rise of China's domestic IC design industry, which has played a key role in leading the development of China's semiconductor industry. The industrial structure has continued to be optimized as well. For 2019, the sector of IC design is expected to account for 40.62% of China's semiconductor industry, while IC manufacturing would account for 28.68%, IC testing and packaging would take about 30.7%.　　On the other hand, TrendForce’s data show that key sectors of the semiconductor industry are expected to register continued growth in revenue, with the growth rate of IC manufacturing reaching 18.58%, higher than 17.86% of IC design and 12% of IC testing and packaging. More than 10 new fabs for 12-inch wafer will enter production in China in 2019, while some 8-inch wafer fabs and the power semiconductor sector anticipate production expansion.
2019-01-25 00:00 阅读量：4070
Demand for xEV Batteries Grow Steadily, but Chinese xEV Battery Market Faces Reshuffle as Subsidies Phase Out
Trade news

Demand for xEV Batteries Grow Steadily, but Chinese xEV Battery Market Faces Reshuffle as Subsidies Phase Out

　　According to the latest research by EnergyTrend, a division of TrendForce, the market of new energy vehicle will continue to grow steadily, driving the demand for xEV batteries, despite the slowdown in global automotive market since 2018. The global demand for lithium-ion batteries used in new energy passenger cars is estimated to reach 155GWh in 2019, a growth of 63% from 95GWh in 2018.　　According to Duff Lu, senior research manager of EnergyTrend, China has become the world's fastest-growing market for new energy vehicles driven by the government’s subsidies and supporting policies. After a rapid growth in 1H18, the shipments of new energy cars in China slowed down in 2H18, moderating the demand in the xEV battery industry as well. However, with increasing penetration of new energy vehicles, the demand for lithium-ion batteries used in new energy passenger cars in China will grow to 54GWh in 2019, a growth of nearly 80% from 30GWh in 2018.　　In terms of supply, the production capacity of xEV battery in China has surpassed 134GWh by the end of 2018, and has a chance to reach 164GWh in 2019. Amid the oversupply and phasing out of subsidies from the Chinese government, the industry has been faced with a reshuffle since the second half of 2018. Major manufacturers have grown stronger at the expense of the demise of smaller companies. Leading players like Contemporary Amperex Technology (CATL) and BYD continue to expand, while less competitive ones who rely too much on regional markets, such as OptimumNano Energy, may have to exit the market during the market reshuffle.　　EnergyTrend expects that, with new capacity entering operation in 2019, the xEV battery industry will become more concentrated. The top five battery manufacturers would continue to grow and become the major suppliers. Subsidies from the Chinese government will be phased out by 2020, but before that, the industry will still depend on the subsidies to cover their R&D costs for advanced battery technologies. Manufacturers need to continue the development of high energy density solutions, building up competitiveness, before the electric vehicle market enters the maturity stage.
2019-01-25 00:00 阅读量：4468
Semiconductor Unit Shipments Exceeded 1 Trillion Devices in 2018
Trade news

Semiconductor Unit Shipments Exceeded 1 Trillion Devices in 2018

　　Semiconductor units forecast to increase 7% in 2019 with IC units rising 8%, O-S-D units growing 7%.　　Annual semiconductor unit shipments, including integrated circuits and optoelectronics, sensors, and discrete (O-S-D) devices grew 10% in 2018 and surpassed the one trillion unit mark for the first time, based on data presented in the new, 2019 edition of IC Insights’ McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry. As shown in Figure 1, semiconductor unit shipments climbed to 1,068.2 billion units in 2018 and are expected to climb to 1,142.6 billion in 2019, which equates to 7% growth for the year.  Starting in 1978 with 32.6 billion units and going through 2019, the compound annual growth rate for semiconductor units is forecast to be 9.1%, a very impressive growth figure over 40 years, given the cyclical and often volatile nature of the semiconductor industry.Figure 1　　Over the span of just four years (2004-2007), semiconductor shipments broke through the 400-, 500-, and 600-billion unit levels before the global financial meltdown caused a big decline in semiconductor unit shipments in 2008 and 2009.  Unit growth rebounded sharply with 25% growth in 2010, which saw semiconductor shipments surpass 700 billion devices. Another strong increase in 2017 (12% growth) lifted semiconductor unit shipments beyond the 900-billion level before the one trillion mark was achieved in 2018.　　The largest annual increase in semiconductor unit growth during the timespan shown was 34% in 1984, and the biggest decline was 19% in 2001 following the dot-com bust.  The global financial meltdown and ensuing recession caused semiconductor shipments to fall in both 2008 and 2009; the only time that the industry experienced consecutive years in which unit shipments declined.  The 25% increase in 2010 was the second-highest growth rate across the time span.　　The percentage split of total semiconductor shipments is forecast to remain heavily weighted toward O-S-D devices in 2019 (Figure 2).  O-S-D devices are forecast to account for 70% of total semiconductor units compared to 30% for ICs.  This percentage split has remained fairly steady over the years.  In 1980, O-S-D devices accounted for 78% of semiconductor units and ICs represented 22%.  Many of the semiconductor categories forecast to have the strongest unit growth rates in 2019 are those that are essential building-blocks for smartphones, automotive electronics systems, and devices that are used in computing systems essential to artificial intelligence, “big data,” and deep learning applications.Figure 2
2019-01-24 00:00 阅读量：4032
Despite concern, large TFT LCD panel shipments increase
Trade news

Despite concern, large TFT LCD panel shipments increase

　　Global shipments of large thin-film transistor (TFT) liquid crystal display (LCD) panels rose again in 2018 despite concerns of over-supply in the market. In particular, area shipments increased by 10.6 percent to 197.9 million square metres compared to the previous year, driven by TV and monitor panels, according to IHS Markit.　　Fierce price competition in large 65 and 75-inch display panels was ignited as Chinese panel maker BOE started the mass production of the panels in 2018 at its B9 10.5-generation facility. “With BOE operating the 10.5-generation line, panel makers have become more aggressive on pricing since early 2018 to digest their capacity,” said Robin Wu, principal analyst at IHS. “Large panels are still more profitable than smaller ones.”　　Rising demand for gaming-PC and professional-purpose monitors boosted shipments of high-end, large panels. “Some panel makers have allocated more monitor panels to the fab, replacing existing TV panels, to make up for poor performance of that business,” Wu said.　　Demand for other applications, which include public, automotive and industrial displays, recorded the highest growth rates of 17.5 percent by area and 28.6 percent by unit. “Panel makers view these applications as a new cash cow that can compensate for the sharp price erosion in main panels for TVs, monitors and notebook PCs,” Wu said.　　LG Display led the area shipments of large display panels, with a 21 percent share in 2018, followed by BOE (17 percent) and Samsung Display (16 percent). BOE boasted the largest unit-shipment share of 23 percent, followed by LG Display (20 percent) and Innolux (17 percent), according to the Large Area Display Market Tracker by IHS Markit.　　Large TFT LCD panel shipment growth is expected to continue in 2019. The preliminary forecast for unit shipments of three major products indicates that panel makers will continue to focus on the monitor and notebook PC panel businesses, increasing shipments by 5.3 percent and 6.6 percent, respectively, over the year, while shipments of TV panels are forecast to grow just 2.6 percent.　　In 2019, three new 10.5-generation fabs – ChinaStar’s T6, BOE’s second fab and Foxconn/Sharp’s Guangzhou line – are expected to start mass production. All of them are assigned to manufacture TV panels, further boosting TV panel supply. “As the TV panel business is predicted to remain tough, panel makers, who enjoyed relatively better outcomes with monitor and notebook PC panels in 2018, will likely focus on the IT panel businesses,” Wu said.
2019-01-24 00:00 阅读量：1791
热门分类
盒子，外壳，机架 电缆，电线 电路保护 连接器，互连器件 开发套件 机电产品 嵌入式解决方案 风扇，热管理 光电元件 其它 无源元件 电源 半导体 传感器，变送器 测试与测量
  • 一周热料
  • 紧缺物料秒杀
型号 品牌 询价
TL431ACLPR Texas Instruments
RB751G-40T2R ROHM Semiconductor
MC33074DR2G onsemi
BD71847AMWV-E2 ROHM Semiconductor
CDZVT2R20B ROHM Semiconductor
型号 品牌 抢购
BP3621 ROHM Semiconductor
ESR03EZPJ151 ROHM Semiconductor
STM32F429IGT6 STMicroelectronics
TPS63050YFFR Texas Instruments
IPZ40N04S5L4R8ATMA1 Infineon Technologies
BU33JA2MNVX-CTL ROHM Semiconductor
热门标签
ROHM
Aavid
Averlogic
开发板
SUSUMU
NXP
PCB
传感器
半导体
原厂授权品牌
更多授权品牌>>
资讯排行榜
  • 周排行榜
  • 月排行榜

相关百科
关于我们
AMEYA360微信服务号 AMEYA360微信服务号
AMEYA360商城(www.ameya360.com)上线于2011年，现 有超过3500家优质供应商，收录600万种产品型号数据，100 多万种元器件库存可供选购，产品覆盖MCU+存储器+电源芯 片+IGBT+MOS管+运放+射频蓝牙+传感器+电阻电容电感+ 连接器等多个领域,平台主营业务涵盖电子元器件现货销售、 BOM配单及提供产品配套资料等，为广大客户提供一站式购 销服务。