According to the latest data from the General Administration of Customs of China, China's LCD TV exports continue to grow. 8.43 million units were exported in July, up 30.4% year-on-year. 51.58 million units were exported cumulatively from January to July, up 16.4% year-on-year.

 

 

With the high maturity of LCD panel technology and LCD TV master control technology, the TV products made in China in recent years have reached the international leading level in terms of quality and technology, coupled with the perfect layout of China's industrial chain and obvious manufacturing cost advantage, so China's TV products are recognized by overseas consumers for their high cost performance.

 

 

In fact, in addition to the booming sales of TV sets, the shipments of Chinese mainland panel factories in the first half of this year are also rising in tandem. Among them, TCL Huaxing achieved a sales area of 22.496 million square meters in the first half of the year, an increase of 26.4% year-on-year. And BOE in the five mainstream applications LCD market share of the world's first, the first half shipments of large-size TV panels more than 30 million pieces, 65-inch, 75-inch extremely intelligent screen, C2P, C2S all-in-one new products on the market, large-size product sales increased by more than 160% year-on-year.

 

 

 

 

Industry data show that the first half of this year, the total shipments of the panel industry in mainland China up to 84 million pieces, with a market share of 67%, while Taiwan's panel industry market share of 18%, Japan and South Korea panel industry together with a market share of 15%. From the global panel pattern, it is still mainland China does not release new production capacity, Taiwan, Japan and South Korea are reducing production and exit the LCD panel market.

 

 

Also in the field of television, the industry rumors that Samsung Electronics due to last year's crazy preparation of inventory more than the purchase of about two percent of the panel inventory, resulting in this year, Samsung Electronics frequently lower the amount of purchase orders of the panel factory, there is news that Samsung Electronics recently cut the total amount of purchase orders of the panel factory again, down by up to 10 million pieces.

 

 

 

 

Unlike overseas brands continue to cut shipments, China's TV machine manufacturers and panel manufacturers are still continuing to push up their sales. From the TV machine, China has long been the world's most important LCD TV production base since it took over global electronics manufacturing capacity.

 

 

Data show that Chinese brands represented by TCL and Hisense have continued to increase their market share through years of active overseas placement. In the past few quarters, Chinese brands in the global market share of TV shipments basically maintained at more than 35%; excluding the Chinese local market, Chinese brands in overseas market share is also close to 25%, mainly in North America, Asia-Pacific, the Middle East, Africa and other regional markets have made certain breakthroughs.

 

 

However, behind the growth in sales, the profitability of panel companies and home appliance companies in mainland China has also become a common phenomenon, while also becoming an important problem for the future development of the industry. How to maintain the advantage of rising shipments, while also maintaining the industry's due profitability advantage, is the Chinese mainland panel and home appliance companies need to think about the direction at the same time.

 

 

 

 

In order to better develop China's electronics manufacturing industry, the relevant enterprises in the first half of the half-year report, are to enhance the competitiveness of enterprises as an important part of how to develop new products to maintain sustainable development momentum, external broaden product applications, internal implementation of technological innovation and upgrading, cost reduction and efficiency, etc., have put forward more clear requirements.

 

 

I believe that with the end of the global industry chain supply and demand rebalancing, China's panel companies and home enterprises, will replicate the original white goods profit road, on the normal path of development.