Q4 Taiwan's LCD TV market is improving overall

According to relevant data, in the third quarter of 2018, Taiwanese manufacturers’ LCD TV shipments achieved an 11.4% increase from the previous quarter, and it is expected to achieve another 14.7% increase from the previous quarter.

Driven by the increased shipments of Vizio and Amazon (Fire TV), the North American market has once again become the largest export market for Taiwan’s TV shipments.

In terms of TV size, shipments of TVs over 50 inches will account for 40% of Taiwan’s total TV shipments in the fourth quarter, and large-size 4K ultra-high-definition models will also account for total shipments. About 50% of the amount.

In 2018, Japanese brand owners will become the largest customer in the Taiwanese TV market. However, since the third quarter, with the increase in seasonal demand, Taiwanese manufacturers have increased their shipments to the United States and Europe, so the proportion of TV shipments to Japan has begun to decline. From October to December, shipments from mainland China will account for 10% of total shipments.

In terms of supplier rankings, TPV Technolog and Foxconn Electronics still ranked the top two in the third quarter, but the combined total shipments of the two manufacturers accounted for the total shipments of Taiwan’s TVs. The proportion dropped to below 70% in the third quarter and is expected to continue to decline in the fourth quarter.

As for other manufacturers, due to the increase in orders from Xiaomi and Vizio, Ruixuan Technology's shipments in the fourth quarter will also increase; and due to the order from Toshiba for its Fire TV, Compal Electronics will ship The volume has also increased; Innolux's complete machine shipments will also continue to soar in the fourth quarter. Source: OFweek