After Japan 311 strong earthquakes, inflation pressure, Europe, financial crisis and the Bank of China on the credit crunch for small and medium enterprises, big environment to determine the impact of the global spending power and profitability of enterprises. LCD TV market, programme will be concluded next year the provinces of China, Japan coupons and digital Signals-for tide has passed, the overall supply chain manufacturers will have to face a grim future.
According to WitsView subsidiary of DRAMeXchange research, for LCD TV brands and the factory shipment reports according to the goals remain the global LCD TV shipments this year around 201 million units, the annual growth rate of about 7%, the estimated 2012 global LCD TV shipments about 221.5 million units, the annual growth rate of about 10%. Taiwan LCD TV OEM shipments in parts, about 45 million units this year, accounting for about 22.4%, the estimated 2012 Taiwan LCD TV OEM about 6.062 billion units as a whole, the urban rate raised to 27-28%.
Research associate Liu Chenhong says WitsView, LCD-TV brand in the world financial crisis in Europe and America, the first half of a very conservative, even though third quarter shipment growth 19%, but due to the figure for the whole year, contributions to the overall panel supply chain limited, the Chinese lunar new year is approaching, the estimated global LCD TV shipments in the fourth quarter compared with the third quarter will have the opportunity to meet 10-13% of growth performance.
And this year Sharp to Japan market for spindle; Toshiba to day, and Europe for main sales area, years growth performance recession; Sony sales area across Europe, and us, and day, apart from regional demand sluggish, plus its organization policy reflect more slow, not only earnings is not see signs, annual LCD TV shipments target more rendering 7% of recession, Xia repair to 20 million Taiwan; Panasonic due to purchased Sanyo brand, appears to overall city accounted for rate upgrade, but internal profit pressure quite large, Except intends to sold is located in Japan Mohara of six generation factory, also will reduced 8.5 generation factory of capacity, follow-up still be observation; Philips to European for main market, difficult spared Yu Europe debt storm impact; Vizio faced and LGD of cooperation relationship happen, plus North America market slump, annual sales fell range very ju; anti-views mainland brand carry over strong resources, annual sales growth still maintained in 17~18% around, city accounted for rate more up 19~20%, 2012 more estimated has 30% of growth strength.
Brands influence demand, coupled with some brands increased homemade ratio, Taiwan factory 5.2% of recession in the third quarter, but after end of pre-elevating of inventory and brand impact sales performance, the estimated fourth quarter growth of 6-9% strength. But whole annual seems, TPV (Crown Czech) also is sat stability first name, next year as can smooth control PHILIPS brand, 2012 of plans has may towards 20 million Taiwan towards; Hon Hai (Foxconn) and latitude invasive (Wistron) is was Sony sharply adjusting drop TV demand effect, this year target fear difficult to reached, next year growth strength also will was limit; kernel Po (Compal), and wing Shuo (Unihan), and Jing Zhi (Briview) main customer base in Japan brand Toshiba (mainly Europe and Japan orders), solar oscillations and European economic difficulties and greatly affect their annual performance; Shui Xuan (Amtran) is influenced by Vizio affected and overall contract amount is not standard. Although Taiwan TV factories Philips, Sony, Toshiba and Vizio international brands and its own brand of blessing, but I still cannot escape the poor environment impacts.
Looking forward to the 2012, TV market is still trapped in the predicament of the uncertain economic situation in the larger environment, while fourth quarter panel prices have opportunity bottomed, but the actual capacity of the whole panel supply is still greater than demand up to capacity, so should still be cautious in the face of Panel plant overcapacity problems. Facing Korea and mainland China Panel factory is its domestic brands, Supported by Panel factory cannot ignore how to seek stability, consolidate the policy of the sea, there is no own-panel supply brands may be the best partner. In addition, the mainland factories rise two or three lines (such as the Highlands, such as KTC, Lotte, Hui Ke sth ), And dual-LCD TV of South Korea and mainland China home appliance brand factory-made rate up to 90-95%, relying on to Japan brand of Taiwan factories, this is bound to face challenges of the market pie is pie.
