Land Plant Grab Single Taiwan TV OEM Fell 30 Percent In The First Quarter
Apr 28, 2018
Luo Huilong, an analyst with research and development agency DIGITIMES Research, said that Taiwan’s TV foundry’s shipments declined by 33.8% in the first quarter, which is the largest recession in the first quarter of the year. In addition to the poor sales of branded customers and high inventory, China’s Mainland’s rob order alone is also an important reason.
Luo Huilong said that in the case of Vizio, a well-known North American TV brand, sales in the first quarter were not ideal, and inventory was high. In addition to Taiwan's foundries TPV, Hon Hai, Rui Xuan and Wistron, they also found the Chinese mainland’s BOE. Foundry, divided into Taiwan's foundry orders.
He pointed out that BOE Group also has a panel plant and a TV assembly plant. When the panel is out of stock, TV brands buy panels from BOE that are fully available, but the TV assembly plant of BOE Group also grabs TV OEM orders and directly influences them. The Taiwan TV Foundry.
According to a survey by DIGITIMES Research, in the first quarter, OEM shipments of LCD TVs for Taiwanese factories were approximately 6.6 million units, a 33.8% decline from the fourth quarter of last year. This was the first quarter that experienced the steepest recession, and the decline in shipments to the North American market was particularly noticeable.
Luo Huilong expects that in the second quarter of 2018, Taiwanese plant LCD TV shipments will increase slightly. The quarterly growth rate is expected to be better than the same period in 2017, but shipments are still not as good as in Q2 2017.
He explained that even though the Asian market including mainland China was the largest shipment area for Taiwan TV foundries, Taiwanese land brand customers did not perform well in the first quarter. In addition to Xiaomi’s stability, Internet TV companies including LeTV, Stormwind, and Microwave have little help with Taiwan’s shipments to the Chinese mainland market. Taiwan TV OEMs have a higher proportion of shipments to Asian markets, mainly from TPV’s own Brand shipments and Hon Hai shipments to Sharp.
