Taipei, Monday, July 28, 2014 22:52 (GMT+8)
partly cloudy
Taipei
29°C
LCD TV market trends and outsourcing strategies for 2013
Tom Lo, DIGITIMES Research, Taipei [Wednesday 26 December 2012]
Registration required (free) to purchase. Please sign in if you wish to continue.
LCD TV shipments are expected to see a rebound in 2013, with an on-year increase in shipments of 5.7% due to demand from emerging markets and a revitalization of the US economy. China will also be an important market in 2013 and China-based TV vendors are expected to surpass Japan-based vendors in LCD TV shipments, with their total surpassing 50 million units. However, Korea-based TV vendors are expected to still hold the highest proportion of LCD TV shipments in 2013 at 37%.
Abstract
Global LCD TV shipments, 2009-2013 (k units)

LCD TV shipments are expected to see a rebound in 2013, with an on-year increase in shipments of 5.7% due to demand from emerging markets and a revitalization of the US economy. China will also be an important market in 2013 and China-based TV vendors are expected to surpass Japan-based vendors in LCD TV shipments, with their total surpassing 50 million units. However, Korea-based TV vendors are expected to still hold the highest proportion of LCD TV shipments in 2013 at 37%.

Approximately 61 million, or 28%, of the LCD TVs shipped in 2013 will be outsourced to OEM manufacturers (as opposed to own-brand shipments), an on-year increase of 8.6%. Taiwan-based TV vendors are also expected to bump up their OEM shipments in 2013 by 18.6% to 44.5 million units, which will comprise 20% of global LCD TV shipments.

One reason for the slight increase in the share of OEM shipments will come from Japan-based TV vendors, which have increased their proportion of OEM-type shipments due to continuing losses in the LCD TV segment. The vendors have also been supplementing their R&D and production of entry-level to midrange products via Taiwan-based vendors and are looking for partners to help clear out their factories abroad. Among all Japan vendors in 2013, Toshiba may have only 23% of its shipments done in-house, which indicate that it will release over 10 million LCD TV order to OEMs. Meanwhile, Sony is expected to outsource 60% of its LCD TV production while Panasonic and Sharp are both expected to outsource about one third of their production, compared to less than 20% in 2012.

Taiwan-based LCD TV OEMs include TPV Technology, Foxconn Electronics, Wistron, Amtran Technology, Compal Electronics and Unihan, with most of their clients being in Japan. But the TV vendors are also expected to gain shipments through partnerships, such as the case between TPV and Philips as well as between Amtran and Vizio. Overall, TPV is expected to remain the largest Taiwan-based OEM in 2013 with an OEM market share of 38%, followed by Foxconn.

Ultra HD TVs will be a focus for LCD TV vendors in 2013 as well, and panel makers are expected to continue developing Ultra HD panels. Moreover, narrow bezel designs will also be a key design component for vendors in 2013 and LED backlit TVs will largely replace CCFL units during the time period as well.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • Taiwan market: Acer, Asustek see opportunities from enterprise PC replacement trend

    IT + CE | 48min ago

  • Competition for notebook panels may heat up due to South Korea makers increasing output, say Taiwan makers

    Displays | 1h 25min ago

  • LG Innotek signs cooperation to focus on Li-Fi business, says report

    Before Going to Press | 1h 20min ago

  • M31 Technology obtains USB-IF certification for USB 3.0 Device controller IC solutions via cooperation with Innovative Logic

    Before Going to Press | 1h 43min ago

  • Taiwan solar cell, PV module makers may rely on markets other than US in 2H14

    Before Going to Press | 1h 44min ago

  • Baidu to release smartphone with MediaTek processor, says report

    Before Going to Press | 1h 45min ago

  • Digitimes Research: Taiwan makers ship 67.52 million large-size TFT-LCD panels in 2Q14

    Before Going to Press | 1h 46min ago

  • Digitimes Research: Smartphone AP shipments in China to grow sequentially in 3Q, 4Q14

    Before Going to Press | 1h 47min ago

  • Holtek nets NT$1.65 per share for 1H14

    Before Going to Press | 1h 48min ago

  • Innolux posts 2Q14 net EPS of NT$0.33

    Before Going to Press | 1h 48min ago

  • Tatung to set up rooftop PV systems with total installation capacity of 4MWp in Pescadores

    Before Going to Press | 1h 48min ago

  • Aces enjoys orders from BMW and Benz

    Before Going to Press | 1h 51min ago

  • Foxconn said to invest in Anhui, China

    Before Going to Press | 1h 52min ago

  • TWM foresees sequential drop in 3Q14 profitability

    Before Going to Press | 1h 53min ago

  • Asustek, Gigabyte releasing new gaming notebooks in 3Q14 to challenge MSI

    Before Going to Press | 1h 53min ago

Pause
 | 
View more

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

The transition to 4k TV - UHD TV market forecast, 2014-2017

RESEARCH EXTRAS | Jun 26, 13:59

Ultra HD TV vendors are facing challenges due to an overall slowdown in the TV industry and are concerned whether relative supply chains can provide compatible Ultra HD content and services. However, trends show that content makers as well as panel and chip makers...

Taiwan notebooks – 2Q 2014

TAIWAN ICT | Jul 23, 12:53

Taiwan's notebook makers saw an unexpected sequential rise in shipments in the second quarter after the end of Microsoft's support for Windows XP generated a wave of replacement demand. Compared to the same period of last year, their shipments still dropped....

China smartphone market and industry – 1Q 2014

CHINA SMARTPHONE | May 15, 15:08

This report is divided into two sections; the first covers the China smartphone market, including shipments from international players and China-based players. The second section covers the China smartphone industry and covers shipments from local makers in the...

Taiwan LCD monitors – 1Q 2014

TAIWAN FPD | May 13, 15:41

Monitor shipments from Taiwan makers declined in the first quarter of 2014 mainly due to seasonality. And both upstream LCD panel suppliers and downstream system vendors remain conservative about the monitor market in the second quarter.

DIGITIMES Research Tracker Services
DIGITIMES Marketing Services
2014 global mobile application processor market forecast
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.