Inventory dragged down LED TV market domestic enterprises trap passive

"In the first half, affected by many factors, the development of the Internet TV industry in China has not been previously expected growth. Liu Wei, deputy general manager of the Department of the same side of the Chinese media industry, Limited by Share Ltd, in an interview with reporters face the problem. It is understood that subject to inventory is too high, a single product and other factors, the domestic color TV industry in the first half of the performance is not good.

Compared to the domestic color TV enterprises, the cautious product strategy and flexible transformation strategy of foreign companies in the first half of this year has achieved good results. By the economic recovery, environmental protection and other factors affecting the popularity of home appliances, Japanese TV companies SONY, Toshiba have achieved varying degrees of profitability. Meanwhile, South Korea's Samsung, LG also announced a large increase in earnings. Experts point out that, from the Japanese and Korean color TV companies profitable experience, at least three points worthy of domestic enterprises to guard against.

Avoid the problem product"

Xing also Internet TV, Internet TV is also bad. China's color TV companies have high hopes of the Internet TV market, the first half of this year, the market performance is not satisfactory.

We look at the latest statistics released by the TCL of multimedia services: multimedia business, because Chinese market sales more than the beginning of the industry is expected to lead to TCL, the previous inventory slightly higher; in view of the current market is China LED (light emitting diode) TV rapid transition, TCL in the second quarter of the traditional CCFL (cold cathode fluorescent lamp) LCD TV to clean up inventory. Affected by this, TCL multimedia LCD TV sales in June fell 41.42%.

In addition to TCL, there are many domestic enterprises will focus on Internet tv. Tsinghua Tongfang Liu Wei in an interview with the China Electronics News reporter also acknowledged that the first half of this year, Internet TV sales and previous expectations are not small gap".

According to Ovid consulting (AVC) monitoring data show that the first half of 2010 to achieve 1 million 810 thousand units of Internet TV retail volume and retail accounted for more than 11%, retail sales accounted for 17%.

Although the Internet TV market has maintained a momentum of rapid development trend, but from the beginning of the vendor's planning point of view, this size does not meet the expectations of the manufacturers. For the fierce competition in the China TV market, domestic brands could achieve better by differences in the Internet TV market, but from the practical results, the development of the Internet TV market is indeed influenced by the current macroeconomic policy. Orville consulting general manager Yu Liangxing told the "Chinese electronic newspaper" reporter.

The emergence of Internet TV, people from the traditional TV to bring to play TV era, this feature has become a major factor in the rapid growth of Internet tv.

In fact, for Internet TV, Samsung, SONY, SHARP and other Japanese companies also saw its prospects, but because of policy uncertainty, but also led to the foreign companies did not force in the field. Samsung, for example, as early as in the first half of 2009 released the new Samsung, Samsung Group Greater China President Jin Rongxia made it clear to marketing "China electronic newspaper" reporter said, Samsung ready to access to the Internet TV, but because Chinese broadcasting policy is not very clear, so do not worry to marketing.

Reporters found that the reason for the Japanese and Korean manufacturers profitable earnings summary, Internet TV is not listed.

Global deployment of resources advantage

As of August 4th 14, in addition to any other Xoceco, a domestic color TV enterprises released the first half of this year's earnings, summarize the reasons for the securities analyst is "the first half of this year's earnings expectations are not good". In contrast, Japanese manufacturers such as SONY, Toshiba, and Korean manufacturers such as Samsung and LG have released the 2010 fiscal first quarter earnings, reported in the TV business under the leadership of the company made a good profit.

In the case of SONY, although the expected appreciation of the yen will have a negative impact on performance, but in the first quarter thanks to TV, computer, PS3 business performance significantly more than expected, the first quarter of fiscal year 2010 SONY Group sales revenue grew 3.8%, nearly 1 trillion and 700 billion yen ($18 billion 663 million).

In the first half of this year, foreign companies earnings performance is really eye-catching. On the one hand and its product strategy, on the other hand, because of the economic recovery, these companies have the advantages of global resources more obvious. Galaxy Securities chief analyst Zhu Lijun told the China Electronics News reporter.

DisplaySearch statistics show that over the past few years in the flat panel TV market, Samsung, LG, SHARP and other companies firmly occupy the top few markets, they can coordinate global resources to carry out marketing. In contrast, Chinese enterprises, the current 2009 annual TV sales into the world's top ten companies only TCL, other companies are in the outside of the ten, so it is possible to achieve global linkage sales of Chinese enterprises rarely.

Can not mobilize the global market resources tend to make the product in a market supply and demand imbalance. In the current LED TV for example, Samsung, SHARP and other enterprises to guide and some research, under the guidance of Chinese LED TV market booming, but the rhythm and the overall development of China TV industry is not consistent.

From the initial 3 million expected to the current 10 million units expected, LED TV shipments continue to be improved. However, the reporter learned that, shortly before the domestic color TV enterprises to go to Taiwan and did not complete the expected increase in LED panel