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Research by Market - Mobile, Consumer & Connected Devices Analyst - Hisakazu Torii Analyst - James AllisonBy Attribute
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Consumer Electronics Intelligence ServiceDynamic coverage of the global consumer electronics space. Includes up-to-date market data, forecasts, and insights for home entertainment devices (games consoles, set-top boxes, TVs), mobile devices (smartphones and tablets), and home appliances (air conditioners and washing machines).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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Consumer Electronics Market TrackerOctober 23, 2018Consumer Electronics Market Tracker provides extensive data and analysis, at global and regional level on a quarterly basis, covering 36 devices across 7 regions.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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2018 India TV Market OutlookMarch 15, 2018India is an important, albeit very complicated country to operate in. Very high taxes, both on local sales as well as import duties, make for expensive TVs relative to other emerging markets, even compared to developed regions. But the volume potential is significant, and India is the key growth driver for the Asia Pacific market as a whole.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
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OLED TV Brand Competition GrowsSeptember 04, 2017Over the last year, the number of brands participating in the OLED TV category has expanded from 6 to 12, and IHS Markit is now tracking the entrance and growth of these brands. The competition, not just between OLED TV brands, but also Samsung and the Quantum Dot camp, has increased, driving prices down recently. The result has been growth of the OLED segment in the TV category, especially in the premium segment.Subscribers Only
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Dramatic TV Share Changes Possible in 2017May 31, 2017Significant 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.Subscribers Only
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Analysis of Amazon-Element Fire TV EditionMay 19, 2017Amazon and Element, under the Tongfang brand umbrella, have finally announced officially the launch of the Element Fire TV Edition. The smart TVs will feature the Amazon Fire TV operating system and be sold initially through Amazon, but expand to other retailers as well. The launch marks the introduction of a seventh smart TV OS, joining Roku TV and Android TV in the third party non-proprietary smart TV OS group. The attached presentation will highlight the announcement, analyze the impact and detail the latest environment around smart TV.Subscribers Only
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TV Highlights - CES - 2017April 10, 2017This brief presentation provides key observations and analysis on the TV Sets industry based on CES 2017 held in Las Vegas, US.Subscribers Only
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CES 2017 - TV Set Analysis and InsightsJanuary 12, 2017During CES 2017, the IHS Markit TV set research team attended the show, met with key companies, and analyzed important takeaways. Once again, TVs were a centerpiece of the show and several announcements were noteworthy, with a lot of attention gained in the OLED TV category with Sony re-entering the space and LGE demonstrating a wallpaper TV concept. The attached report highlights some of the key announcements and our evaluation.Subscribers Only
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2016 Black Friday TV Promotions AnalysisNovember 16, 2016Key 2016 Black Friday promotions have been released in the US. This analysis of the TV promotions includes summary of promotions, comparisons against previous years and key highlights. Please download the attached presentation for complete analysis and summary.Subscribers Only
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China Golden Week TV Summary and Streaming TV Brand UpdateOctober 24, 2016during the recent golden week holiday period in China, TV sales were down on a unit and revenue basis, impacted by the growing importance of Chinese "brand holiday" promotional events that are changing the promotional calendar and changing traditional seasonality. New Chinese streaming TV brands continue to expand product offerings and promote new business strategies (content + hardware bundles) that are worth paying attention to for their disruptive influence. This analysis highlights the product strategy for these brands, and the recent holiday results.Subscribers Only
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LeTV's Rising TV Shipments in ChinaSeptember 26, 2016LeTV (company name: LeEco) is an emerging Chinese streaming brand - a well-known online video and internet TV service provider, with its own hardware including smartphones, STB, TV and even cars. September 19 is a special shopping festival for LeTV; the shopping event was created by LeTV a couple of years ago. LeTV prepares for this event for over 6 months. This analysis will review LeTV's current status and recent results from the 9/19 holiday
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2016 CES Asia HighlightsMay 17, 20162016 CES Asia tradeshow was held May 11th through the 13th in Shanghai, China. Stars of the show were VR/AR, though drones and IoT were prevalent as well. TVs and PCs were not well represented, especially compared to the main CES event in the US in January.Subscribers Only
