Supply chain
Taiwan makers to see TV shipments rise 11% in 4Q19, says Digitimes Research
Tom Lo, DIGITIMES Research, Taipei

Shipments of LCD TVs by Taiwan-based makers are expected to grow 11.2% sequentially to 8.22 million units in the fourth quarter of 2019, driven by peak-season demand, according to Digitimes Research. On a yearly basis, the shipments will still represent a decline of 15.3%.

Taiwan's LCD TV shipments edged up 3.2% sequentially but dropped 13.3% on year to 7.39 million units in the third quarter of 2019, partly as a result of increased tariffs on Chinese imports by the US, Digitimes Research says.

The ratio of TVs shipped to North America against Taiwan's total TV shipments increased to 39.5% in the third quarter as Vizio raised the proportion of its sourcing to Taiwan. Meanwhile, shipments to Asia accounted for 28.9% of Taiwan's overall volumes in the third quarter, down from 36.5% a year earlier.

Shipments of 50-inch and above TVs accounted for nearly 50% of Taiwan's overall volumes in the third quarter, squeezing the demand for 40- to 49-inch models; such a ratio will climb to over 50% in the fourth quarter. 4K models made up for the first time over 50% of Taiwan's TV shipments in the third quarter.

In the third quarter, the top-two makers TPV Technology and Foxconn Electronics ramped up their aggregate share to 67.5% from 60.5% a quarter earlier. Innolux moved up one notch to third place in vendor rankings, and Amtran Technology retreated from the third to fourth.

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