Raws li Qunzhi Consulting cov ntaub ntawv, nyob rau hauv Lub rau hli ntuj 2018, lub ntiaj teb 13 lub TV loj tshaj plaws OEMs xa 7.37 lab units, ib xyoo nce ntawm 22.3%, ib tug txo ntawm 5.7%. Lub Hlis OEM qauv tau pauv ntau los ntawm cov hli dhau los. TCL SCBC tau nce mus rau ob qhov chaw nyob rau lub Rau Hli vim yog qhov kev loj hlob zoo ntawm Xiaomi thiab cov khoom xa tuaj txawv teb chaws loj; Hui Ke (HKC) Kev Lag Luam Cov Txheej Txheem Kev koom ua ke tau txais txiaj ntsig thaum pib tau thiab khaws cia cov khoom xa tuaj rau lub Rau Hli, ua ntej thawj zaug hauv lub lag luam 5 thoob ntiaj teb.
Raws li peb tau hais hauv lub quarter thib peb ntawm lub caij muaj zog tshaj lub hlis dhau los, qhov kev thov rau OEM cov lag luam yuav nce ntxiv. Txawm li cas los xij, thaum lub Rau Hli, cov nqi ntawm cov khoom lag luam pib tawg paj me ntsis, thiab lub zog tseem nyob rau hauv Lub Xya Hli. Xav tias cov khoom muag ntawm tag nrho cov lag luam ua lag luam yog nyob rau theem dej tsawg kawg thaum lub Rau Hli Ntuj, Qunzhi Consulting tau kwv yees tias nyob rau hauv ib tes, qhov kev xav tau ntawm cov neeg tuaj yeem raws li tus nqi qis dua ntawm tus nqi tes. coj kev txiav txim siab nrog kev nce nqi vaj huam sib luag thiab luv luv luv ntawm cov kev pab cuam. Hauv peb lub hlis twg, OEM cov lag luam yuav muaj qhov teeb meem tsis txaus siab uas tus neeg thov thiab nqi tshuav nyiaj tsis yooj yim.
Cov qeb duas ntawm lub ntiaj teb TV foundries nyob rau lub rau hli ntuj 2018 yog raws li nram no:
Foxconn (FOXCONN) cov khoom xa tuaj cuag 1.4 lab units, qeb duas hauv kev xa khoom, nce 7.7% xyoo-rau-lub xyoo. Los ntawm OEM hom, Sony cov kev lag luam tau nce siab hauv Lub Rau Hli; nyob rau hauv cov nqe lus ntawm loj, loj loj nce ntau.
TCL SCBC xa xov 1.1 lab units, qeb duas thib ob, nce 83.3% xyoo-rau-lub xyoo. Ntxiv rau Latin America hauv lub Xya hli ntuj, TCL SCBC cov khoom xa hauv lwm thaj chaw muaj zog heev, tshwj xeeb tshaj yog nyob rau hauv North America, Qab teb Asmeskas Asia thiab Is Nrias teb. Lub khoom xa tuaj ntawm millet yog khaws cia nyob ib ncig ntawm 30%.
TPV xa 870,000 units, qeb duas thib peb, down 19.5% xyoo-rau-xyoo. Qhov kawg ntawm lub ntiaj teb khob stocking, cov zaub mov xa los ntawm Philips hom nyob rau hauv Tebchaws Europe thiab Latin America pib tsis muaj zog, ua TPV khoom poob.
Huike (HKC) xa 720,000 units, qeb duas thib plaub, nce 113% xyoo-rau-xyoo. Huike yuav siv cov kev pab los ntawm cov khoom siv thiab cov khoom khom sab hauv, raws li qhov me me qis dua 32 ntiv (inches), tab sis qhov kev kub siab tshaj yog ceev heev.
Tuam Tshoj Tshiab Technology (CNC) tuaj txog 700,000, qeb duas thib tsib, nce 12.9% xyoo-rau-lub xyoo. Sino-Singapore xa khoom hauv Latin America tau nce siab hauv Lub Rau Hli, thaum nquag kho cov khoom loj loj hauv cov qauv khoom, teb rau qhov teeb meem ntawm cov nqi me me dav hlau nce nqi ntawm Lub Xya Hli mus rau Lub Yim Hli.
BOE GT (BOE VT) xa 690,000 units, qeb duas thib rau, nce 10.2% xyoo-rau-xyoo. Cov kev lag luam ntawm cov neeg lag luam siab tau zoo tshaj plaws, thiab cov khoom xa tuaj hauv lub rau hli ntuj poob 4% ntawm lub hli dhau los. Tsuas nruab nrab ntawm Middle East Tebchaws Europe thiab Eastern Europe, cov khoom xa hauv lwm cheeb tsam tsis kam.
Lwm cov TV OEMs, los ntawm cov pab pawg neeg "Kev Thoob Ntiaj Teb TV OEMs daim ntawv qhia kev soj ntsuam txhua hli" cov ntaub ntawv qhia tias KTC (CTC) xa 530,000 units hauv Lub Rau Hli, nce ntawm 43.2%; Zhaochi (AMTC) Lub Hlis Lub Hlis Ntuj muaj 450,000 units, nce 50% xyoo-rau-xyoo; ColorLast (ExpressLUCK) raug xa tawm 330,000 units hauv lub rau hli, nce li 43.5% xyoo-rau-xyoo; nyob rau hauv Lub Rau Hli, Amtran xa 250,000 units, nce 25% xyoo-rau-lub xyoo. Kaiyue (SQY) 6 xa khoom 190,000 units, nce ntawm 201.6% xyoo-rau-xyoo;
Los ntawm cov khoom lag luam saum toj no, peb tuaj yeem ua tiav cov kev muag khoom ntawm lub ntiaj teb lag luam OEM lag luam hauv thawj ib nrab ntawm xyoo 2018: Raws li Qunzhi Consulting cov ntaub ntawv, tag nrho cov khoom ntawm 13 lub teb chaws nyob hauv lub ntiaj teb nyob hauv thawj ib nrab ntawm lub xyoo yog 42.9 M, ib xyoos -on-xyoo nce ntawm 35.5%. Qhov loj hlob momentum nyob rau hauv thawj ib nrab ntawm lub xyoo mas vim yog lub ntiaj teb khob stocking thiab kev loj hlob muaj zog ntawm Xiaomi. Nyob rau hauv feem ntau sim ntawm lub lag luam nyob rau hauv Lub rau hli ntuj, lub OEM kev lag luam qauv tau yau hloov, thiab ntau thiab profit tau ua qhov nqi ntawm ntau cov foundries. Cov kev hloov ntawm tus qauv no yuav ua rau pom ntau dua nyob rau ob feem ntawm qhov sib tw kev sib tw. Cov kev sib tw ntawm sab saum toj 13 ntiaj teb chaw lag luam nyob rau hauv thawj ib nrab ntawm 2018 yog raws li nram no:
