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2019 China TV Sales Snapshots during Double 11November 19, 201911/11 (also called Double 11, or Single's Day) is a retail holiday in China, where major retailers off promotions and discounts to celebrate single people. Alibaba this year recorded $38 billion USD in sales during the holiday, a 26% increase over last year. TV unit sales look to have increased by 15% over a year ago, led by major discounts in sizes 65" and larger.Subscribers Only
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2019 Black Friday Preview for TVsNovember 18, 2019Annual look at upcoming TV promotions and expectations for Black Friday in the US, including key retailers roundupSubscribers Only
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Global flat panel TV shipment share and rankings in Q3’19November 18, 2019Brand share results and analysis from recently published Q3'19 TV set shipmentsSubscribers Only
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Consumer Electronics Market: Impact of US-China Trade WarOctober 28, 2019The following presentation was given by Executive Director Hisakazu Torii at the recent Taiwan Technology Executive Briefing.Subscribers Only
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US TV Holiday Promotions Kick Off with Sam's ClubOctober 28, 2019The 2019 US Holiday selling season kicks off in early November, as retailers try to avoid the crunch around Black Friday, and get consumers' holiday shopping dollars in as early as possible. The ad for Sam's Club One Day Only sale on November 9th just dropped. We breakdown the highlights for TV.Subscribers Only
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China National Day TV Sales Highlights 2019October 15, 2019The China National Golden Week Holiday has just concluded, and the results continue a string of disappointing holiday sales performances. Total units were down 8% Y/Y, and revenues down 13% Y/Y due to price erosion for the two weeks leading up to the holiday period. Please download the attached presentation for a full analysis.Subscribers Only
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US-China Tariffs Escalate - CE tariffs increased from 10% to 15%August 26, 2019On August 23rd, China raised tariffs on about $75 billion in goods from the US, including agricultural and automotive products. In response, President Trump announced later the same day that he was raising the impending tariffs on about $300 billion in goods from China, broken into two waves, from 10% to 15%.Subscribers Only
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Global Flat Panel TV Shipments and Ranking in Q2’19August 20, 2019Brand share results and analysis from recently published Q2'19 TV set shipments.Subscribers Only
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TCL Group Business Structure and Analysis 2019July 08, 2019TCL's rise to #1 in North America during Q1'19 highlights consistent growth, especially via TCL's OEM business. It's worth taking a deeper look at TCL and how their recent growth is affected by corporate relationships and recent restructuring.Subscribers Only
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Critical week of US-China trade war decisions for TV MarketJune 24, 2019The Consumer Electronics industry is in the middle of two critical weeks related to the US-China trade war, and the implications for the consumer electronics industry broadly, and the TV industry specifically, are significant. This analysis breaks down the current situation, impacts of key decisions.Subscribers Only
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Q1'19 TV shipment analysis - TCL rises to #1 in North AmericaMay 21, 2019Global TV demand in Q1'19 saw moderate growth, better than expected. Ongoing trade issues between the US and China have resulted in some very unusual shipment patterns in North America, which has led to some stockpiling of inventory. In an effort to control that inventory, price erosion has been huge in the US, which has spurred a boom in sell-through. TCL shipments to retailers in North America surged, with the brand overtaking Samsung for the top market share position on a unit basis in Q1'19, though Samsung maintained the top market share on a revenue basis. The attached analysis takes a highlight look at the results from Q1 2019 shipments, and our take on what happened.Subscribers Only
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2018 TV Brand AnalysisFebruary 18, 20192018 was a year of disruption in the TV industry, as Korean and Japanese TV brands pursuing differentiation and profitability, while traditional Chinese brands pursue growth outside of China. At the same time, Xiaomi brings aggressive disruption to the domestic China market.Subscribers Only
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4K and 8K TV Broadcasting Begins in JapanDecember 03, 2018On December 1st, the first 4K and 8K TV broadcasts were launched by NHK, available via two satellite channels. 4K broadcasts will be available for 18 hours daily while 8K will be available for 12 hours daily. These broadcasts will include HDR (HLG format), wide color gamut (BT.2020) and in 22.2 channel audio.Subscribers Only
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2018 Black Friday Preview - TVsNovember 09, 2018Most of the major retailer ads for Black Friday have been released/leaked, so it is time to roll out our annual preview of the deals for TVs and how they compare to years past. A significant increase in the number of 50" and larger sets as anticipated, with a focus on 60"+. Highlight - A 60" 4K LCD TV is available in 2018 for the same price as a 32" HD LCD TV in 2008, just under $400! Please download the attached presentation for the full analysisSubscribers Only
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Sam's Club Kicks Off 2018 US TV Selling SeasonOctober 30, 2018Each year, usually a few weeks prior to Black Friday in early November, retailers are eager to be the first to start attracting eager buyers ahead of the official start of the holiday shopping season. These early promotions seem to attract a decent amount of buying interest, especially if the retailer is less likely to participate as aggressively during Black Friday. Sam's Club, a member-only US warehouse club retailer, has published the circular advertisement for their November 10th One Day Savings Event. TVs are predictably a prominent feature of the sale, and we break down how this might be very early indicators of Black Friday pricing.Subscribers Only
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Return of the Disruptive Business Model: Xiaomi TVOctober 25, 2018Chinese smartphone maker Xiaomi entered the TV business in 2017, and has grown rapidly, rising to #1 in total unit shipments in China during Q2'18. This rapid rise is just the latest in a series of disruptive TV market buildups in China, most of which have been unsustainable so far. LeTV in 2016 and Sharp in 2017 both experienced very strong growth based on disruptive pricing, and in the case of LeTV, focusing on e-commerce channels and content bundling. LeTV suffered financial problems and dropped substantially in 2017, while Sharp has not been able to sustain the aggressive price promotion needed to maintain share. Now Xiaomi is try to succeed where others have failed. This special report analyzes this top storyline from China.Subscribers Only
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Analysis of China 6/18 TV Sales EventJune 20, 2018In China, traditional selling holidays are giving way to manufacturer "shopping holidays", and the 6/18 event is the largest in the first half of the year. Originally created by JD.com, other e-commerce retailers participate now as well. IHS Markit expert on the China TV Market, Bing Zhang, breaks down the early results.Subscribers Only
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TV sets excluded form China TariffsJune 15, 2018On June 15th, the US Office of the Trade Representative released the final document indicating which of the more than 1,300 products were to be included in tariffs against Chinese imports. The final list included more then 800 products, and an additional 280 were proposed pending public comment, totaling $50 billion in imports. TVs were initially on the list of products, causing panic among the CE industry, but intense lobbying led to TVs being dropped from the list of products.Subscribers Only
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Snapshot of 2017 Financial Results and TV ShipmentsFebruary 18, 2018This analysis presents a brief recap of TV brand and panel maker financial performance, particularly Operating Margin, and comparing the two critical points in the value chain for TVs. We also recap the basic metrics for global TV shipments and brand results.Subscribers Only
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2017 Black Friday Preview - Early Observations on TV PromotionsNovember 09, 2017TVs are always a critical category in consumer electronics for the holiday season, Black Friday in particular. Spectacular prices on TVs drive traffic into retailers, but while 2016 discounts were large and drove strong traffic, 2017 is looking considerably more muted. Many of the major Black Friday advertisements have been released, and although there can be some last minute adjustments, we have analyzed the known pricing and provided our thoughts on prices, brands, retailers, sizes and more. Please be sure to download the presentation to get the complete and thorough breakdown, comparing Black Friday 2017 against prior years. There will be follow up analysis after Black Friday once we have had an opportunity to review the activity.Subscribers Only
