Uncertainty in the trend of the market, high-generation lines can hardly conceal the low-speed appearance of color TV companies

In full swing, the high-generation liquid crystal panels lined up and unveiled, and it was difficult to conceal the low growth of TV companies.

"This year's days are harder." Yesterday, after the reporters of the "First Financial Daily" visited Beijing's Gome and Suning chain channels, many TV salesmen expressed similar concerns.

A brand color TV salesman told reporters that the sales volume of “May 1st” this year was “5 to 6 points” lower than last year, and the sales volume in the off-season in June was only slightly higher than in previous years. Manufacturers are trying to attract consumers through smart, 3D and other new concepts.

After the effects of the Japan earthquake, the European debt crisis, and global inflation, the global demand for LCD TVs showed a weak trend. WitsView revised its global LCD TV market in 2011 from an expected 210 million units to 201 million to 203 million units. The Chinese market can't be "individual."

From the six major TV brands in China, the shipments of the whole machine are visible. This year, China's six major TV brands are expected to ship about 43 million units a year, but WitsView estimates that there are only 38 to 39 million units shipped from the six major brands, and the total demand for LCD TVs in China is about 41 to 42 million.

According to the latest WitsView report, China's six TV brands shipped 2.598 million units in June this year, a 1.7% decrease from May; panel purchases demanded 3.04 million, a decrease of 4.3% from May. Among them, Haier and Hisense have been shipping for two consecutive months, which has become a very significant decline in the domestic enterprises, the two month shipments fell by 28.1% and 5.3% respectively. Together with the shipment of 2.643 million TV units and 19% monthly reductions in May this year, shipments have declined for two consecutive months.

“It’s not a good time to get together now (Gao Daidai Line). The entire upstream screen faces collective losses, and the European and American markets are facing contraction. After Skyworth stated that it was a difficult year this year, the weak market has already been reflected in the beginning of the year. This year's development trend of the television industry.” Li Wei, director of the Brand Committee of Skyworth Group and spokesman, wanted to tell reporters.

Skyworth Digital (00751.HK) issued an announcement on the Hong Kong Stock Exchange on July 12 that TV sales were 1.708 million units in April-June this year, down 1% year-on-year; total TV sales in June this year were 459,000 units. , year-on-year decrease of 7%. Previously, Skyworth Digital announced its fiscal year 2011 results as of March 31, 2011. TV product sales revenue was HK$20.163 billion, a year-on-year decrease of 1.8%. The surge in sales of digital set-top box business drove the company's overall revenue to rise.

In the first half of the year, the fall in the volume of China's television industry was a foregone conclusion. Ovid Consulting Data shows that in the first half of this year, the domestic retail market sold 19.37 million units of color TV sets, and only completed 46.3% of the full-year forecast, with sales of 73.66 billion yuan, a year-on-year decrease of 0.6% and 2.3% respectively, which is much lower than The previous 10% increase in the market is expected. It is worth noting that the LCD market scale of the “May 1st” peak season this year showed the first decline in 5 years.

Liu Chenhong, WitsView research associate, pointed out that the main reason for the decline is that the end of the route is still dominated by digested inventory, coupled with weak demand in the off-season, resulting in blocked shipments by brand owners.

The trend in the second half is equally uncertain.

“China's color TV market will maintain low-speed growth in the second half of 2011, and there will be a certain gap between the market size and the target of the industry at the beginning of the year, in which the scale of LCD TVs will be reduced to 36.62 million units.” Peng Jianfeng, deputy general manager of Ovid Consulting Tablet Research Center, said that the domestic color TV The purchase cost of the whole machine company has obviously increased since the second quarter and threatened the market expansion in the second half of the year.

The general manager of a store in Beijing Gome told reporters that television sales are not as good as in previous years, largely due to real estate regulation. “The market transactions have gradually weakened, and consumers’ demand for color TVs has also decreased; at the same time, the stimulating effects of macro policies such as home appliances going to the countryside have also weakened.” He predicted that 3D TVs and smart TVs will be particularly effective in the second half of the year. A period of ushered in the outbreak, but the price issue has always been a major bottleneck.

Li Cong wanted to judge that the mass market for flat-panel TVs has become saturated, and the demand for smart, 3D, etc. to stay in the mid-to-high end has not yet entered the popularization stage. Although Skyworth has made active preparations for this purpose, it will perform for the entire market in the second half of the year. It is difficult to conclude that "there is no good news at the moment."

The somewhat sluggish market outlook has created a strong contrast with the rising enthusiasm of domestic manufacturers to build panels. Huaxing Optoelectronics CEO He Chengming stated that after the production of Huaxing Optoelectronics 8.5 generation LCD cable, half of its production capacity will be internally digested by the TCL brand, and the other half will provide upstream support to other companies. The company will gradually expand its export share.

However, the reality is that since last May, the price of LCD panels has continued to decline, and the prices of large-size TFT-LCD panels have also stopped rising in mid-June. The market demand in the third quarter is also not clear, and panel prices are still falling. Liu Buchen, an expert in home appliances, said that if the “untimely” local panel chooses to follow the low-cost route, it will greatly increase the recovery cycle of huge investment and even cause huge losses.

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