News Globally 25% of LCD TVs Shipped in Q1’09 Were Outsourced; TPV Remains the #1 LCD TV OEM Supplier,... 
Globally 25% of LCD TVs Shipped in Q1’09 Were Outsourced; TPV Remains the #1 LCD TV OEM Supplier, Followed by Vestel and AmTRAN; LCD TV Panel Shortages Likely to Impact Panel Allocation and Outsourcing to TV OEMs
Sort Date: 07082009
AUSTIN, TEXAS, July 8, 2009—In its latest Quarterly LCD TV Value Chain Report DisplaySearch, the worldwide leader in display market research, reported that 25% of LCD TVs shipped in Q1’09 were made by external OEMs/EMS such as AmTRAN, Compal, Grundig, Jabil, TPV and Wistron, up 1% Q/Q.The top 10 TV brands mostly manufactured their LCD TVs in house, with the exception of Vizio, which outsourced 100%, and Philips, which outsourced 62% of their LCD TVs shipped in the quarter, as shown in Figure 1. As the LCD TV market becomes commoditized, many brands plan to increase their LCD TV outsourcing for specific regions and products to build market share and optimize the total supply chain cost going forward.
“The outsourcing ratio is likely to increase to 30% or more in 2010,” noted Deborah Yang, DisplaySearch Director of Monitor and TV Market Research. “However, shortages in LCD TV panels impacted panel prices and allocation for TV manufacturers.” Yang continued, “LCD TV brands, as well as OEMs will need to pay higher prices to ensure that they have an adequate panel supply. Supply of LCD TV panels is a critical point for LCD TV OEM business success.”
Figure 1: Top 10 LCD TV Brands’ Outsourcing Ratio, Q3’08 - Q1’09
Source: DisplaySearch Quarterly LCD TV Value Chain Report
More than 3.5 million LCD monitor panels shipped were used for LCD TVs (under 26”) in Q1’09. “Shipments of small-sized LCD TVs, which largely use LCD monitor panels, continue to increase, putting a strain on LCD monitor supply,” noted Yang.
TPV, whose main customers include Vizio, AOC and Philips, ranked first in LCD TV sub-contract manufacturing with a 20.6% share. Vestel, who handles manufacturing for house brands including private and channel labels, had a 17.2% share, followed by AmTRAN who supports Vizio’s TV lines with a 12.4% share.Figure 2 shows global top 10 LCD TV OEM maker unit share in Q1’09.
Figure2: Global Top 10 LCD TV OEM Maker Share by Shipments, Q1’09
Source: DisplaySearch Quarterly LCD TV Value Chain Report
China’s role in the LCD TV market is increasingly important, as local China brands gain share over top global brands, so the report contains detailed information on value chains for Chinese LCD TV brands.
DisplaySearch’s Quarterly LCD TV Value Chain Report tracks the shipments and business relationship in LCD panel, TV brands and TV OEM makers by size are with high value to the supply chain players who are involved in the LCD TV business. The premium version provides value chain historical data in a pivot table format. For information on the DisplaySearch Quarterly LCD TV Value Chain Report, contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact@displaysearch.com or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan.
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- Digital Signage Conference: Flat Panel Displays Go Out-of-Home, Tuesday, September 1, 2009
- TV Ecosystem Conference: TV After the Digital Transition—Finding the Next Big Thing, Wednesday, September 2, 2009
- Emerging Display Technologies Conference: Innovation for the Next Wave of Growth, Thursday, September 3, 2009
About DisplaySearch
DisplaySearch, an NPD Group Company, has a core team of 57 employees, located in Europe, North America and Asia, who produce a valued suite of FPD-related market forecasts, technology assessments, surveys, studies and analyses. Visit the DisplaySearch blog to read about how our top analysts are interpreting up-to-the-minute issues that impact the display industry, and join us in this discussion about technology and the flat panel industry. The company also organizes influential events worldwide. Headquartered in Austin, Texas, DisplaySearch has regional operations in Chicago, Houston, Kyoto, London, San Diego, San Jose, Seoul, Shenzhen, Taipei and Tokyo, and the company is on the web at http://www.displaysearch.com/.
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