Research and research: Q1 Taiwanese manufacturers' LCD TV shipments decreased significantly in the quarter, and Q2 is estimated to increase by 5.2%;

DIGITIMES Research said that Taiwan’s LCD TV shipments in the first quarter of this year (2018) were 6.6 million units. Good, and due to high customer inventory levels; it is expected that Taiwanese factory shipments in the second quarter will increase slightly, with a quarterly growth of 5.2%, which is expected to be better than the 3.6% in the same period in 2017, but shipments are still not as good as in the same period in 2017.

DIGITIMES Research pointed out that in the first quarter of 2018, the North American market accounted for the lowest proportion of Taiwanese manufacturers’ shipments, and its importance to Taiwan manufacturers ranked behind the Asian and European markets. The proportion of goods has a chance to rebound and surpass the European market again, but it is still not as good as the Asian market.

Although the Asian market, including the mainland, is the largest shipment area for Taiwanese manufacturers, the sales performance of Taiwanese mainland customers is poor. With the exception of Xiaomi, which is relatively stable, OTT TV companies including LeTV, Baofeng, and Micro Whale have not helped Taiwan manufacturers ship to the mainland market much. Taiwan’s high proportion of the Asian market mainly comes from TPV’s own brand shipments and Hon Hai (2317) ships to Sharp.

DIGITIMES Research stated that it is worth noting that the proportion of Taiwanese manufacturers’ own-brand shipments has reached a new high, which has increased significantly to 36.6% in the first quarter of 2018, surpassing the contribution of Japanese customers to Taiwan; the second is expected The proportion of OBM shipments from Jitai factory will be close to 40%.

As for the ranking of Taiwanese manufacturers’ shipments, the top two TPV and Hon Hai’s combined total shipments of Taiwanese manufacturers declined in the first quarter of 2018, indicating that the decline in shipments of the two companies was greater than the average of Taiwanese manufacturers; The third place Ruixuan (2489) performed best in the first quarter, mainly from the contribution of Xiaomi; the fourth place Compal (2324) is expected to benefit from the launch of Amazon Fire TV, and shipments in the second quarter are expected to grow significantly .