Taipei, Sunday, August 24, 2014 01:20 (GMT+8)
fair
Taipei
28°C
LCD TV market trends and outsourcing strategies for 2013
Tom Lo, DIGITIMES Research, Taipei [Wednesday 26 December 2012]
Registration required (free) to purchase. Please sign in if you wish to continue.
LCD TV shipments are expected to see a rebound in 2013, with an on-year increase in shipments of 5.7% due to demand from emerging markets and a revitalization of the US economy. China will also be an important market in 2013 and China-based TV vendors are expected to surpass Japan-based vendors in LCD TV shipments, with their total surpassing 50 million units. However, Korea-based TV vendors are expected to still hold the highest proportion of LCD TV shipments in 2013 at 37%.
Abstract
Global LCD TV shipments, 2009-2013 (k units)

LCD TV shipments are expected to see a rebound in 2013, with an on-year increase in shipments of 5.7% due to demand from emerging markets and a revitalization of the US economy. China will also be an important market in 2013 and China-based TV vendors are expected to surpass Japan-based vendors in LCD TV shipments, with their total surpassing 50 million units. However, Korea-based TV vendors are expected to still hold the highest proportion of LCD TV shipments in 2013 at 37%.

Approximately 61 million, or 28%, of the LCD TVs shipped in 2013 will be outsourced to OEM manufacturers (as opposed to own-brand shipments), an on-year increase of 8.6%. Taiwan-based TV vendors are also expected to bump up their OEM shipments in 2013 by 18.6% to 44.5 million units, which will comprise 20% of global LCD TV shipments.

One reason for the slight increase in the share of OEM shipments will come from Japan-based TV vendors, which have increased their proportion of OEM-type shipments due to continuing losses in the LCD TV segment. The vendors have also been supplementing their R&D and production of entry-level to midrange products via Taiwan-based vendors and are looking for partners to help clear out their factories abroad. Among all Japan vendors in 2013, Toshiba may have only 23% of its shipments done in-house, which indicate that it will release over 10 million LCD TV order to OEMs. Meanwhile, Sony is expected to outsource 60% of its LCD TV production while Panasonic and Sharp are both expected to outsource about one third of their production, compared to less than 20% in 2012.

Taiwan-based LCD TV OEMs include TPV Technology, Foxconn Electronics, Wistron, Amtran Technology, Compal Electronics and Unihan, with most of their clients being in Japan. But the TV vendors are also expected to gain shipments through partnerships, such as the case between TPV and Philips as well as between Amtran and Vizio. Overall, TPV is expected to remain the largest Taiwan-based OEM in 2013 with an OEM market share of 38%, followed by Foxconn.

Ultra HD TVs will be a focus for LCD TV vendors in 2013 as well, and panel makers are expected to continue developing Ultra HD panels. Moreover, narrow bezel designs will also be a key design component for vendors in 2013 and LED backlit TVs will largely replace CCFL units during the time period as well.

Table of contents
Price: NT$48,000 (approx. US$1,685)

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

The transition to 4k TV - UHD TV market forecast, 2014-2017

RESEARCH EXTRAS | Jun 26, 13:59

Ultra HD TV vendors are facing challenges due to an overall slowdown in the TV industry and are concerned whether relative supply chains can provide compatible Ultra HD content and services. However, trends show that content makers as well as panel and chip makers...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

Global tablet market – 2Q 2014

GLOBAL TABLET | Aug 1, 18:12

According to Digitimes Research, global shipment of tablets reached 55 million units in the second quarter of 2014, down 4.5% from the previous quarter and up 17.9% year over year.

Analysis of China revised domestic semiconductor industry goals
DIGITIMES Marketing Services
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.