Global TV brand leaders include Samsung, LGE and Sony. The shipments of LCD TVs (LCD TVs) increased last year, with an average market share of 11% compared with 2013, which is higher than the industry average. According to IHS DisplaySearch research, the previous three TV brands purchased TV panels more than one-third of the global total TV panel shipment demand in 2014, and the ratio is expected to continue to expand this year. DisplaySearch predicts that the top three TV brands will ship LCD TVs this year to increase by 16% compared with last year, reaching 110 million units, and the demand for TV panels of the three will account for 42% of the total supply. Deborah Yang, research director of panel supply chain at
IHS DisplaySearch, said that based on the more optimistic shipment target observation, the demand control of TV panels for the top three TV brands this year will be more obvious, which will put more pressure on smaller-scale competitive brands, because these three leading TV manufacturers will inevitably have a greater impact on global panel supply this year, and panel manufacturers will definitely list them as the first priority customer to meet their needs first.
Outlook for LCD TV industry, Deborah Yang pointed out that in the case of a shortage of panels, manufacturers that can control the supply of panels will definitely gain the largest market share. In the case of oversupply of panels, manufacturers that can buy panels at low prices can also reduce costs and thus increase profits. However, compared with oversupply, TV manufacturers prefer supply shortages, because less than demand can stimulate consumers to buy quickly; if oversupply is oversupply and prices fall rapidly, consumers will delay purchasing in order to wait for a lower price.
Deborah Yang said that it makes sense for Samsung, LGE and Sony to acquire more panel quotas and make the market tense, especially when they dominate the market and can affect the distribution of panel supply; panel manufacturers are also happy to support them because panel manufacturers need to seek long-term cooperation rather than support small-scale manufacturers.
According to the quarterly report on IHS DisplaySearch LCD TV value chain and analysis, the influence of the top three TV brands this year on the supply of major size panels will continue to expand. According to the business plan of LCD TV manufacturers in 2015, the six most popular size panels required by the top three TV manufacturers will account for more than half of all panel supply, and if supply is short, other TV manufacturers will find it difficult to obtain these size panels. Deborah Yang said that especially for 48-inch, 49-inch and 58-inch panels, the demand for the top three manufacturers is very strong. As panels become more and more distributed to the largest TV manufacturers, small-scale companies will have to take niche responses or be squeezed out of the market directly.
(This article is reproduced by MoneyDJ News authorized by MoneyDJ News; source of the first image: Flickr/edkohlerCC BY 2.0)
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