DisplaySearch is expected this year, LED panel shipments fell to 47%

47%

Interpretation: market research firm DisplaySearch is expected this year, LED LCD TV panel shipments ratio will drop from 53% to 47%.

Comment: Although the survey data show that the first quarter of this year's global LED LCD TV panel shipments reached 16 million 400 thousand, compared with the last quarter fell slightly to 1%, LED LCD TV penetration overall about 33%, an increase of 4 percentage points compared to the previous quarter. However, by the impact of inventory, coupled with changes in the current sales trend, the price of high-end LED continued to decline, the panel plant to adjust the LED shipments, sales strategy will be transferred to the part of the 3D panel. DisplaySearch has cut the second half of this year, LED LCD TV panel shipments permeability, is expected in the second quarter of this year's global LED TV panel shipments accounted for 38%, down 12 percentage points, while the third quarter, the fourth quarter was 52%, 57% lower than the original estimate of 7 and 5 percentage points.

DisplaySearch data show that in the first quarter of this year the manufacturers shipments rankings, LED LG display LCD TV panel shipments ahead, shipments of more than 4 million, accounted for 27%, Samsung with 24% market share ranked second, SHARP and AUO respectively 18%. In order to ship revenue point of view, Samsung's market share of 30% in the first place, followed by LGD, the market share of 27%.

789 thousand units

Interpretation: TCL group released the day before the April sales of the main product announcements, April LCD TV sales reached 789 thousand units.

Comments: this digital sales growth of 40.51% over the same period last year, the LED backlight LCD TV sales 301 thousand and 200 units, accounting for LCD TV sales ratio of 38.18%, the Internet TV sales of 143 thousand and 400 units, accounting for LCD TV sales ratio of 18.18%; air conditioners, refrigerators and washing machines in April, steady growth in sales, an increase of 111.01% 5.28%, and 73.05%.

Although the first achievement is not very good, but as of April, multimedia products sales began to have rebounded significantly, in the LED layout had a deficit of TCL, this time in the field of smart TV ahead of the layout, contribute to the promotion of its core competitiveness. In addition, together with Samsung to speed up the layout of the LCD panel industry chain, is also expected to achieve its strategic objectives through the LCD TV industry chain throughout the year.