Significant TV market share shifts are possible in 2017 related to supply chain dynamics, such as access to adequate panels, as well as who is most aggressive in pricing among a relatively weak level of price erosion. As a result, some brands may have the opportunity to take advantage of such changes to gain share in some regions. Already in Q1'17 we have seen some significant changes in share, such as a dramatic increase in Sharp shipments in China and a surge in share by TCL in North America. Both brands have captive supply chains for LCD panels. The attached analysis highlights these shifts as well as some important changes in the Japan domestic brand share situation.