Tag: lcd tvs

IBM analyses sales last Friday

IBM logoThe day after Thanksgiving is called by shops “Black Friday” in the USA and has turned into an orgy of American people buying computer and other kit.

Now IBM has had a chance to analyse sales on Friday using its own IBM Watson trend app, it has come out with the items that well-off people spent their money on last Friday.

Samsung, Sony and LG TVs seem to be at the top of the tech lists, according to IBM, followed by Apple watches and Beats by Dre.

Apparently American are also buying brands offering so called “barefoot running” shoes from Nike and others.

Many people are buying kit online, and using their mobiles, with IBM saying that sales for the weekend in the USA were up by 25.5 percent compared to the same period last year.

Smartphones accounted for 44 percent of all online traffic, up 65.7 percent compared to Thaksgiving last year.

The average order value was $130.57.

4K TV sales blooming

old-school-tvShipments of LCD TVs are likely to top 216 million units this year, an annual decline compared to 2014, as we reported earlier this week.

Now, Trendforce, a Taiwanese market research company, predicts that next year won’t see much brightness with sales likely to be about 220 million units in 2016, a slight increase of 1.86 percent compared to 2015.

But Trendforce analysts say 4K TVs will represent 23 percent of the global market next year as prices will be affordable.

Screen sizes, the firm said, with become larger and high resolutions will become prevalent.

Already, TV sets with screen sizes of 50 inch and above represent 19.7 percent of total shipments.

Trendforce research manager Ricky Lin said that the global demand for LCD TVs are close to saturation.

However, Korean companies Samsung and LG Electronics still occupy the number one and number two positions.

UHD LCD panels to dominate market next year

tv-carA market research company said that in 2016 ultra high definition TVs will show strong growth, accounting for 40 percent of the total panel shipments in 2016.

IHS Technology defines UHD panels as including 4K TV, wide viewing angle, high dynamic range and other features.

UHD panels, it said, are in demand because they suit large screens and have higher pixel densities. TV panel prices have fallen and that’s also generating demand from customers and encouraging vendors to increase supplies.

IHS estimates that as many as 40 million units will ship this year.

Ricky Park a senior analyst at IHS, said: “The increased supply of LCD TV panels has caused a downturn in panel prices, providing consumers with a cheaper selection of wide screen TVs and whetting their appetites for even larger TVs with higher resolution.”

He said increased demand has caused prices to fall and demand means 67 million units are likely to ship next year.

LCD TV shipments down in third quarter

Samsung LCDEconomic stagnation meant that sales of LCD TVs fell by 1.8 percent in the third calendar quarter, compared to the same quarter last year.

Market research firm Trendforce Witsview said that Chinese TV sales fell for the first time, and the analysts think worldwide demand for LCD TVs is generally weak.

While the fourth quarter is usually a bouyant period because it’s the holiday period, Trendforce is predicting that 62.2 million units will ship but this is a 7.5 percent drop compared to the same quarter last year.

Koean companies Samsung and LG Electronics dominate the market place, with Samsung shipments increasing by 3.8 percent in the third quarter. But LG Electronics suffered from currency exchange rates in emerging markets and fell seven percent quarterly.

TCL, a Chinese firm, took number three slot in the quarter, showing impressive growth. But while Sony showed a quarterly growth of 3.8 percent, it showed a year on year fall of 26.2 percent.

2015 Q3 LCD TV sales

Warehouses full of LCD TV panels

Samsung LCDOverproduction coupled with lack of demand for LCD TVs could well lead to prices being slashed after this year.

IHS Technology, which tracks the LCD panel market, said that the manufacturers didn’t cut down on output during the second quarter of this year, meaning that by end of this week they’ll have inventories of nearly five weeks.

That could well lead to further decreases in panel prices, said IHS.

Ricky Park, who manages the display tracking at IHS, said: “TV manufacturers purchased too many TV panels in the first half of 2015, anticipating greater consumer demand in the second half of the year. However, due to stagnant growth in the LCD TV market, TV manufacturers are likely to reduce their panel purchases in the second half.”

However, panel makers in China have aggressive production schedules of new generation fabs while some fabrication plants in South Korea and Taiwan have been fully depreciated, said Park, which further lower costs.

Park said: “Increased inventory levels are expected to compel panel makers to accept TV manufacturers’ demands to cut prices.”

TV prices to fall

Statue of John Logie Board, Wikimedia CommonsIf you’re thinking of buying an LCD TV in this quarter or in the third quarter you can expect to pay less.

That’s according to a survey from market research company IHS which said that there’s oversupply of the LCD panels in this quarter and in the third quarter which means you can expect to pay less for units.

Average selling prices for 32-inch, 40-inch and 55-inch LCD TV panels have fallen since March 2015.

Last year it was very different because there was a surge of demand for larger size models.

But while some territories can expect prices to fall, other areas including Eastern Europe, Russia and South America will see TVs costing more because of currency fluctuations.

Alex Kang, a senior analyst at IHS Technology, said that the industry is worried about a potential oversupply this year. “TV set makers are considering lowering TV sales targets and downsizing orders for panels amid sluggish consumer sales caused by foreign exchange volatility.”

World inundated by flat panel TVs

An extraordinary 261.8 million flat panel TVs shipped in 2010, according to figures from Displaybank.  

That represents 31 percent growth compared to the previous year, although the flood will abate somewhat this year, with only a paltry 230 million shipping in 2011, the research company said.

Korean companies Samsung and LG Electronics were numbers one and two in the market, with Sony the third in the TV pecking order.

The growth was driven by shorter TV replacement cycles, a decrease in pricing, a growth in the number of TVs per houshold, government support policies such as China’s electronics subsidy programme, and the relentless move towards digital broadcasting.

Jusy Hong, a senior analyst at Displaybank, said that in 2011, sales will move from developed countries to emerging market. The flat panel market will represent a 13 percent year on year growth and out of the 233.08 million units shipping, LCD will represent 215.38 million units, with PDP TV declining three percent to 17.7 million units. The following chart shows vendor market share – pie chart courtesy of Displaybank.


Resin price hikes threaten gizmo profits

Price rises for polycarbonate used in a large number of electronic products are set to dent profits for makers of everything that’s got bells and whistles attached to it.

That’s according to nikkei.com, which says that manufacturers of resin are rattling their sabres and hiking prices due to high demand and the price of oil.

According to the report, a number of manufacturers including Teikin and Mitsubishi Engineering have demanded that their customers cough up and pay the higher prices they want.

Part of the resin crisis has come about because the Chinese government  encouraged LCD TV manufacturers to sell more of their devices in the country in a bid to give the economy a little fillip.

That caused shipments of polycarbonate to soar by 40 percent last May.  It’s not just the electronics industry that’s being affected by the price surge – it seems the automotive industry too is being expected to pay through the nose for polymer and plastics they require.

Shortages are also the order of the day in the semiconductor industry because manufacturers hadn’t anticipated that bust would turn to boom within the space of 18 months.

The nikkei.com report is here (subscription required).

3D glasses will cost you a fortune

While Europeans are expected to buy 700,000 stereo 3DTVs this year, the question of what kind of glasses you wear and how much they cost remains unresolved.

Those figures come from Meko, a UK market research company that predicts 3.8 million sets will be sold in 2011 and 8.1 million in 2012.

Goksen Sertler, senior analyst for Meko, told TechEye that while there is a lot of excitement about 3D, only two percent of TVs in Western Europe sold this year will be S3D equipped. “The sets will be made available in just the larger sizes – over 32-inches – will be in the premium model ranges and will not be sold through all channels,” she said.

And, said Sertler, standardisation for 3D specs is important to gain end user confidence – she said people wanted to ensure the spectacles work with every brand.

Right now, and by and large, they don’t, she said, with additional glasses costing around $110 a pair and containing proprietary electronics that communicate with the TV. That means that if you’ve a large family you can expect to lash out several hundred dollars just so you can all watch the telly.

There are two main types of stereoscopic glasses – the active shutter type which communicate with the TV and tell it which eye is working. That, she said is expensive. The passive system used by LG is very cheap, with materials costing only around $10.

She agreed that the prices of the active shutter glasses were ridiculously expensive, but said that a company called Xpand was working to produce a system that would work with all the different types of sets.

Meko predicts that there will be lots of content from Blu-ray and from TV stations, but European buyers will want to go for smaller sets than Americans, with 40-inch and 42-inch sets with FullHD resolution to be the best sellers. “Customers will also be looking for high quality sets that  have other features that will keep costs up, such as LED backlighting.”

*EyeSee Meko will be hosting the 7th Displayforum event at the Heathrow Hilton on the 3rd of November on the subject of 3DTV in Europe.

LCD kit spend to hit $13.2 billion this year

Spending on TFT LCD manufacturing kit will hit $13.2 billion this year, with many manufacturers expanding their capacity or building new glass fabs.

Displaysearch said in a report that most of the LCD panel makers are seeking to grow capacity as fast as possible and vying with each other to make sure they can secure the equipment they need.

Demand for TFT-LCD panels has been strong through the first calendar quarter of this year and LCD TVs are rapidly pushing out older cathode ray tube (CRT) systems, said Charles Annis, Displaysearch VP of manufacturing research.

He said: “Many of the expansions and new fabs being built this year will continue to install equipment well into 2011, but as all this capacity ramps to full production, demand will have to continue to grow at high rates or the industry could be setting itself up for the next major over-supply and down side of the Crystal Cycle in 2012.”

LCD Manufacturing Equipment Market
Source: Displaysearch Q1 2010, Quarterly FPD Supply/Demand Capital Spending

Fab utilisation is now close to full capacity, he continued. There’s strong demand from China.

Displaysearch thinks that Korean manufacturers will account for the majority of kit bought in 2010, but in 2011 China will become a major player, along with Taiwan and Japan.

He said: “The rapid growth of the China market creates a variety of both challenges and opportunities for capital equipment companies. The opportunity of an expanded customer base is attractive for all suppliers and in particular for Korean equipment companies that are very cost competitive