The world's 13 major foundries shipped 4.564 million units in January, a year-on-year decline of 5.9%; February shipments totaled 3.445 million units, a year-on-year increase of 17.9%. Roller coaster-type shipment performance in January and February was due to the fact that the nodes in the Spring Festival this year were significantly ahead of last year, and different companies responded to the node's shipping rhythm.
Four factors lead to an increase in decline
In January-February 2017, a total of 8.09 million units were shipped from 13 global foundries, an increase of only 3.0% year-on-year, which is much lower than the 11.5% increase in the previous year. The main causes of this phenomenon are the following aspects:
Detailed explanation of shipping performance of key companies
TPV (TPV) is the first to boast. In the TPV customer structure in 2016, the top five customers were: Philips, Vizio, LeTV, LGE, and BBY. The rapid growth of its brand Philips and Internet brand LeTV has become a strong support for the expansion of TPV scale. Although this year, TPV is cautious about the financial issues of LeTV, and actively adopts restrictive supply for LeTV, resulting in a sharp decline in shipments to LeTV. Among the top ten customers, Skyworth also took back some of its outsourced orders, but due to its strong customer integration capabilities and relatively mature customer structure, its panel resources are backed by LGD and BOE, and the huge shipment volume has caused its shortage of panel resources. When talking with panel makers, they have more say. These advantages prompted TPV to ship a total of 2.38 million units in January-February 2017.
Foxconn (Foxconn), after Hon Hai acquired Sharp, it intends to revitalize the Sharp brand and launch the "Tian Tiger plan", adopting a variety of marketing methods such as buying a house and sending TVs, buying big and sending small items. According to AVC's omni-channel push total data, Sharp's sales in mainland China in January-February 2017 totaled 297,000 units, a year-on-year increase of 23.5%. Thanks to the smooth progress of the "Tian Tiger Plan," Foxconn's shipments have also steadily increased and are still ranked second.
In terms of BOE VT (Victron), relying on BOE's rich panel resources, Gaochuang has developed rapidly in recent years. In 2016, it shipped 6.84 million units, an increase of 17% year-on-year. Its major customers are Haier, KOOLAIR, Philips, Tongfang. Samsung. Although Samsung’s order volume continued to decrease in 2017 and Skyworth’s orders were gradually recovered, the amount of lost orders accounted for a modest proportion of its shipment volume. In February, Kontron also successfully mass-produced micro-whales, and its product line expanded to 43 inches. , 49 inches, 55 inches and so on. Another source said that Panasonic is also considering whether to assign some orders to GaoChuang.
KTC (KTC), although it does not meet the TPV, Foxconn-class shipping volume, nor does it rely on the rich panel resources. But it also won many customers with good product quality, such as Daewoo, Philips, Panasonic, micro whale and so on. In particular, in the second half of last year, panel prices surged and the price of the entire machine rose passively. In 2016, Kangguan TV shipped 4.58 million units, a year-on-year increase of 21%. In January-February this year, although shipments of panel resources were in short supply and shipments fell slightly compared to the same period last year, shipments still reached 530K units.
For CNC (China New Technology), the domestic market is mainly for Haier, Konka, Changhong, and 17TV. The overseas market is mainly for North American brands such as Sceptre. Compared with other foundries, Sino-Singapore's customer structure is relatively simple, and its operating conditions are vulnerable to large customer orders fluctuations. Therefore, it itself also intends to take the initiative to make adjustments. First, it launched its own brand CNC last year and spread it to the e-commerce platform. Second, this year, while maintaining the existing customer structure, it also explored customers in Asia, Middle East Africa, and Australia, and received results. Shipments in January-February increased by 12.4% year-on-year.
For Expressluck, Caixun focuses on the export market, and the domestic market has only a few engineering machines. Compared with second-tier OEMs such as Mega, KTC, and Weike, Caixun’s export is mainly cost-effective, and its expansion style is relatively bold and customer groups are relatively complicated. In Eastern Europe, Caixun cooperated with local brands and leased Romanian plants. After the rapid expansion, it quickly bought the original Samsung Hungarian plant and deactivated the Romanian plant. According to reports, the annual capacity of the Hungarian plant is up to 1 million units. In addition, the company won RCA Mexico brand authorization last year. In 2016, it shipped nearly 4 million units, an increase of 18.8% year-on-year.
SQY (Qiyue Optoelectronics) also focused on the export market. However, last year's export performance was weak due to a large number of large customer RCAs. However, due to its ready-to-use panel resources prior to the RCA cut, it is easy to use price advantage to successfully develop Asian, Middle Eastern and non-Eastern European customers in the context of panel prices continuing to soar in the second half of last year, and continued this momentum early this year. .
Global color TV manufacturing increasingly relies on China
Compared with mainland China's foundries, China Taiwan's foundries such as Amtran, Compal, and Wistron performed relatively weakly. Both the shipment scale and customer structure were successively replaced by Chinese mainland foundries. Catch up. Rui Xuan is mainly Vizio, millet OEM; Compal is mainly Toshiba, LG OEM; Wistron is mainly Sony, Vizio OEM. In the long run, with the continuous maturation of technology in mainland China's foundries, the living space of small and medium-sized foundries in Taiwan will be increasingly compressed, and the trend of global color TV makers becoming increasingly dependent on China will be irreversible.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.
Four factors lead to an increase in decline
In January-February 2017, a total of 8.09 million units were shipped from 13 global foundries, an increase of only 3.0% year-on-year, which is much lower than the 11.5% increase in the previous year. The main causes of this phenomenon are the following aspects:
First, whether it is domestic sales or exports, the first half of the year has traditionally been a relatively low season. In the same period of last year, the domestic market and the export market were affected by the outbreak of Internet brands and the pull of sports events. The export season has returned to a certain degree. The suppression of the performance of the foundry's shipments.
Second, since last year, panel prices have continued skyrocketing and remain at a high level. The cost pressure for color TV manufacturing companies is high, and the cost advantage for OEMs is no longer obvious.
Third, the supply and demand of TV panels are still tight. Compared with brand enterprises, foundries do not have enough right to speak when purchasing panels. The shortage of panel resources directly affects the ratio of order receipt at the foundries.
Fourth, the current domestic brand enterprises are gradually withdrawing some of the brand orders that were released in the past, making most of the foundries face the embarrassment of not being open source but being cut off.
January-February 2017 Top 13 Global Foundry Shipment Rank
Source: AVC Display Devices and System Units: Millions
Detailed explanation of shipping performance of key companies
TPV (TPV) is the first to boast. In the TPV customer structure in 2016, the top five customers were: Philips, Vizio, LeTV, LGE, and BBY. The rapid growth of its brand Philips and Internet brand LeTV has become a strong support for the expansion of TPV scale. Although this year, TPV is cautious about the financial issues of LeTV, and actively adopts restrictive supply for LeTV, resulting in a sharp decline in shipments to LeTV. Among the top ten customers, Skyworth also took back some of its outsourced orders, but due to its strong customer integration capabilities and relatively mature customer structure, its panel resources are backed by LGD and BOE, and the huge shipment volume has caused its shortage of panel resources. When talking with panel makers, they have more say. These advantages prompted TPV to ship a total of 2.38 million units in January-February 2017.
Foxconn (Foxconn), after Hon Hai acquired Sharp, it intends to revitalize the Sharp brand and launch the "Tian Tiger plan", adopting a variety of marketing methods such as buying a house and sending TVs, buying big and sending small items. According to AVC's omni-channel push total data, Sharp's sales in mainland China in January-February 2017 totaled 297,000 units, a year-on-year increase of 23.5%. Thanks to the smooth progress of the "Tian Tiger Plan," Foxconn's shipments have also steadily increased and are still ranked second.
In terms of BOE VT (Victron), relying on BOE's rich panel resources, Gaochuang has developed rapidly in recent years. In 2016, it shipped 6.84 million units, an increase of 17% year-on-year. Its major customers are Haier, KOOLAIR, Philips, Tongfang. Samsung. Although Samsung’s order volume continued to decrease in 2017 and Skyworth’s orders were gradually recovered, the amount of lost orders accounted for a modest proportion of its shipment volume. In February, Kontron also successfully mass-produced micro-whales, and its product line expanded to 43 inches. , 49 inches, 55 inches and so on. Another source said that Panasonic is also considering whether to assign some orders to GaoChuang.
KTC (KTC), although it does not meet the TPV, Foxconn-class shipping volume, nor does it rely on the rich panel resources. But it also won many customers with good product quality, such as Daewoo, Philips, Panasonic, micro whale and so on. In particular, in the second half of last year, panel prices surged and the price of the entire machine rose passively. In 2016, Kangguan TV shipped 4.58 million units, a year-on-year increase of 21%. In January-February this year, although shipments of panel resources were in short supply and shipments fell slightly compared to the same period last year, shipments still reached 530K units.
For CNC (China New Technology), the domestic market is mainly for Haier, Konka, Changhong, and 17TV. The overseas market is mainly for North American brands such as Sceptre. Compared with other foundries, Sino-Singapore's customer structure is relatively simple, and its operating conditions are vulnerable to large customer orders fluctuations. Therefore, it itself also intends to take the initiative to make adjustments. First, it launched its own brand CNC last year and spread it to the e-commerce platform. Second, this year, while maintaining the existing customer structure, it also explored customers in Asia, Middle East Africa, and Australia, and received results. Shipments in January-February increased by 12.4% year-on-year.
For Expressluck, Caixun focuses on the export market, and the domestic market has only a few engineering machines. Compared with second-tier OEMs such as Mega, KTC, and Weike, Caixun’s export is mainly cost-effective, and its expansion style is relatively bold and customer groups are relatively complicated. In Eastern Europe, Caixun cooperated with local brands and leased Romanian plants. After the rapid expansion, it quickly bought the original Samsung Hungarian plant and deactivated the Romanian plant. According to reports, the annual capacity of the Hungarian plant is up to 1 million units. In addition, the company won RCA Mexico brand authorization last year. In 2016, it shipped nearly 4 million units, an increase of 18.8% year-on-year.
SQY (Qiyue Optoelectronics) also focused on the export market. However, last year's export performance was weak due to a large number of large customer RCAs. However, due to its ready-to-use panel resources prior to the RCA cut, it is easy to use price advantage to successfully develop Asian, Middle Eastern and non-Eastern European customers in the context of panel prices continuing to soar in the second half of last year, and continued this momentum early this year. .
Global color TV manufacturing increasingly relies on China
Compared with mainland China's foundries, China Taiwan's foundries such as Amtran, Compal, and Wistron performed relatively weakly. Both the shipment scale and customer structure were successively replaced by Chinese mainland foundries. Catch up. Rui Xuan is mainly Vizio, millet OEM; Compal is mainly Toshiba, LG OEM; Wistron is mainly Sony, Vizio OEM. In the long run, with the continuous maturation of technology in mainland China's foundries, the living space of small and medium-sized foundries in Taiwan will be increasingly compressed, and the trend of global color TV makers becoming increasingly dependent on China will be irreversible.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.
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