May 20, 2024

TV manufacturers promote large-size TVs are not positive panel prices decline

Although manufacturers play a huge role in guiding consumption, they are not always successful.

After experiencing a round of speculation by manufacturers last year, the large-size TV market has returned to a period of calm. Less than a year after full play, large-size TVs have fallen into a relatively weak state. The statistics show that due to the downturn of the consumer side, the current manufacturers have accumulated a lot of large-size TV sources, so the promotion is not active. Quzhi Consulting predicts that prices for large-size LCD panels over 55 inches in October will continue to fall by more than US$10.

Panel price trend

This is the latest statistics from Qunzhi Consulting. It may be worse than this. After all, the current analysis is based on an analysis based on the September sales promotion and the October Golden Week reserve supply. Under such circumstances, the manufacturers did not show the willingness to take goods actively, but only indicated that the market conditions were not good. It can even be described as bad.

In fact, since mainstream TV companies such as Samsung, Hisense, Skyworth, and TCL, and Internet brands such as Xiaomi and Xiaowei, and Jingdong, Suning, and Gome have jointly promoted large-size televisions last year, large-size TVs have indeed appeared for some time. Little spring. The statistical data of the third-party authoritative big data company Ove Cloud Network shows that last year, 55-inch LCD TVs occupied a market share of about 30% of the major promotional periods for a long time, and the proportion of 65 inches also rose to more than 5 points. Lasted more than six months.

Although there is no clear data supporting the proportion of large-size TVs with 65-inch or more in decline, but from the feedback of the industry chain, manufacturers are a little push. There are two main reasons for this: First, panel prices from last year to June of this year have kept TV prices high, and there has been no large-scale promotion, so consumers do not catch a cold. Second, manufacturers are leading consumer spending. There is a misjudgment. Although the large-size market is a trend, but in the downturn of the industry, other sizes do not make money, and everyone needs a large-scale improvement in profitability. In a short period of time, many manufacturers have introduced large-size TVs to market. From inadequate to saturated, the market is now clearly oversupplying.

In front of stocks, many manufacturers do not have the uplift of previous promotions. However, this is an opportunity for the company to think calmly. After all, this is a small number of vendors in the history of TVs, but the promotion of little marketing, it should be said that the era of manufacturers to dominate the consumption upgrade is over, at this stage may need to pay more attention to consumption Personal needs.

Therefore, in the future, the color TV industry, especially before the advent of the Double 11 promotion season, may have a short period of adjustment. In the end, who can adjust it well may be able to see through the Double 11 test.

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