全球电视技术行业市场前景及投资研究报告-培训课件外文版2024.6TCL创维康佳海信

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TRENDSTVtechnologyCHAPTER

01OverviewRevenueofthetelevisionsmarketworldwidefrom2018to2028(inbillionU.S.dollars)Revenueofthetelevisionsindustryworldwide2018-2028120100806040200201820192020202120222023202420252026202720283Description:Theglobalrevenueinthe'Televisions'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslydecreasebetween2024and2028byintotal0.9billionU.S.dollars.Accordingtothisforecastin2028,theindicatorwillhavedecreasedforthefifthconsecutiveyearto96.16billionU.S.dollars.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsTelevisionrevenueworldwidefrom2018to2028,bycountry(inbillionU.S.dollars)Globaltelevisionrevenue2018-2028,bycountryChinaUnitedStatesJapanBrazilIndia2520151050201820192020202120222023202420252026202720284Description:Fromtheselectedregions,therankingbyrevenueinthe'Televisions'segmentoftheconsumerelectronicsmarketisforecasttobeleadbytheUnitedStateswith18.8billionU.S.dollars.Incontrast,therankingistrailedbyIndiawith2.59billionU.S.dollars,recordingadifferenceof18.8billionU.S.dollarstotheUnitedStates.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenuepercapitaofthetelevisionsmarketworldwidefrom2018to2028(inU.S.dollars)Revenuepercapitaoftelevisionsworldwide2018-20281614121086420201820192020202120222023202420252026202720285Description:Theglobalaveragerevenuepercapitainthe'Televisions'segmentoftheconsumerelectronicsmarketwasforecasttocontinuouslydecreasebetween2024and2028byintotal0.5U.S.dollars.Afterthefifthconsecutivedecreasingyear,theindicatorisestimatedtoreach12.02U.S.dollarsandthereforeanewminimumin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsTelevisionunitshipmentsworldwidefrom2015to2024(inmillions)Televisionshipmentsworldwideforecast2015-20242502192192182162172112102021971972001501005002015201620172018201920202021202220232024*6Description:In2023,theglobaltelevisionindustryexperiencedaslightdipinshipments,toaround197millionunits,thelowesteversince2015.However,theshipmentvolumesareexpectedtoremainstablefortheyear2024.

ReadmoreNote(s):Worldwide;2015to2023;*ForecastFigureshavebeenrounded.ReadmoreSource(s):TrendForce;WitsViewNumberofTVviewersworldwidefrom2020to2029(inbillions)GlobalnumberofTVviewers2020-202965.55.465.415.375.325.275.235.185.145.0954321020202021202220232024202520262027202820297Description:TheglobalnumberofTVviewersinthe'TVViewers'segmentofthemediamarketwasforecasttocontinuouslyincreasebetween2024and2029byintotal0.2billionusers(+3.8percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach5.5billionusersandthereforeanewpeakin2029.Notably,thenumberofTVviewersofthe'TVViewers'segmentofthemediamarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2020to2029Source(s):Advertising&MediaInsightsCHAPTER

02SegmentsTVpanelunitshipmentsfrom2019to2023(inmillions)TVpanelshipmentsworldwide2019-2023350300250200150289.25273.62020271.95269.77264.252023*1005002019202120229Description:TheglobalTVpanelshiipmentsflucuatedbetween2019and2022.In2022,almost272millionTVpanelunitswereshippedglobally.by2023,thenumberofTVpanelunitshipmentsisforecasttodecreasetoaround264millions.

ReadmoreNote(s):Worldwide;2019to2022;*ForecastReadmoreSource(s):TrendForceAdvancedTVmarketrevenueworldwidein2023and2024(inbillionU.S.dollars)AdvancedtechnologyTVmarketsizeworldwide2023-20243025.423.96252015105020232024*10Description:In2023,theadvancedtechTVmarketgeneratedrevenuesofjustunder24billionU.S.dollars.In2024,thesizeofthismarketwasforecasttoincreasebysixpercent,totalingrevenuesofalmost25.5billionU.S.dollars.TheadvancedtechnologyTVmarketincludesWOLED,QD-OLED,QDEF,MicroLEDandMiniLEDwith4Kand8Kresolution.ReadmoreNote(s):Worldwide;2023Source(s):DSCC;Year-on-Year(YoY)growthofadvancedTVunitshipmentsworldwidefrom2ndquarter2023to4thquarter2023GlobalYoYadvancedtechnologyTVunitshipmentgrowth20236%5%4%4%2%0%-2%-4%-6%-6%-8%Q2'23Q3'23Q4'23*11Description:Between2022and2023,thenumberofadvancedtechnologyTVunitshipmentsfluctuated.Inthesecondandthirdquarterof2023,suchnumberincreasedbyfourandfivepercentcomparedtothepreviousyear.Inthelastquarter,itwasforecasttodecreasebysixpercent.ReadmoreNote(s):Worldwide;2022and2023Source(s):DSCCUnitshipmentsofadvancedTVsworldwidein2023and2024(inmillions)AdvancedtechnologyTVunitshipmentsworldwide2023-2024252221.22015105020232024*12Description:In2023,around21millionadvancedtechnologyTVswereshippedworldwide.In2024,itwasforecastthattheshipmentsofsuchTVswouldincreasebyfourpercentyear-on-year,reaching22millionunits.TheadvancedtechnologyTVmarketincludesWOLED,QD-OLED,QDEF,MicroLEDandMiniLEDwith4Kand8Kresolution.ReadmoreNote(s):Worldwide;2023Source(s):DSCC;ForecastOLEDTVunitshipmentsworldwidefrom2016to2023(inmillions)GlobalOLEDTVshipments2016-202387654326.86.675.443.933.132.351.40.83102016201720182019202020212022202313Description:In2023,globalOLEDTVshipmentswereprojectedtototalaround5.44millionunits.Thisisadecreasecomparedtothepreviousyear,2022,whenaround6.67millionOLEDTVsetswereshippedworldwide.

ReadmoreNote(s):Worldwide;2016to2023Source(s):TrendForceYear-on-Year(YoY)growthofOLEDTVunitshipmentsworldwidein3rdquarter2023and4thquarter2023GlobalYoYOLEDTVunitshipmentgrowth2023-15%-17%-19%-21%-23%-25%-27%-29%-31%-18%-29%Q3'23Q4'23*14Description:Betweenthesecondquarterof2022andthethirdquarterof2023,thenumberofOLEDTVunitshipmentsworldwidedecreasedbyalmost20percent.Inaddition,theunitshipmentswereforecasttodecreaseagaininthelastquarteroftheyear,fallingbyaround30percentcomparedtothesamequarterof2022.ReadmoreNote(s):Worldwide;2022and2023;*ForecastReadmoreSource(s):DSCCGlobalLCDTVpanelunitshipmentsbyvendorin2023and2024(inmillions)LCDTVpanelvendorshipmentsworldwide2023-20242023202414012010061.38048603837.34056.220.347.11516.420038.7HKC35.81510.215.915.514.7AUOBOECSOTInnoluxSharpCHOTLGDisplay15Description:Between2023and2024,thenumberofLCDTVpanelshipmentsisforecasttoincreaseby3.4percent,reaching242millionunits.AccordingtoBOE'sbusinessplan,thecompanywillshipover60millionunitsin2024,makingittheleadingLCDTVpanelvendor.ReadmoreNote(s):Worldwide;2023Source(s):TrendForceYear-on-Year(YoY)growthofadvancedLCDTVunitshipmentsworldwidein3rdquarter2023and4thquarter2023GlobalYoYadvancedtechnologyLCDTVunitshipmentgrowth202317%16%15%13%11%9%7%6%5%Q3'23Q4'23*16Description:Between2022and2023,thenumberofadvancedLCDTVunitshipmentsincreased.Inthethirdquarterof2023,suchnumberincreasedby16percentcomparedtothepreviousyear.Inthefourthquarterof2023,shipmentswereforecasttogrowbysixpercent.ReadmoreNote(s):Worldwide;2022and2023;*ForecastReadmoreSource(s):DSCCCHAPTER

03CompaniesMarketshareofleadingLCDTVmanufacturersworldwidefrom2019to2022,bysalesvolumeGlobalLCDTVmanufacturersmarketshare2019-2022Marketshare201910%2020202120220%5%15%20%25%20%19.08%SamsungLG22.2%19.6%11.7%11.7%10.8%12.8%9.3%TCL10.9%11.5%11.7%7.8%HisenseXiaomiSony9%8.7%10.5%5.9%5.7%6.1%6.2%4.2%3.6%4.1%4.6%SkyworthVizio3.9%3.2%2.9%3.4%3.1%PhillipsSharp2.9%2.4%2.8%2.6%2.4%18/statistics/1266996/global-leading-manufacturers-lcd-tv-market-share-sales-volumeTheglobalLCDTV(LiquidCrystalDisplayTelevision)marketwasdominatedbySamsungandremainedsoin2022withamarketshareofover19percentbysalesvolume.LGElectronicsandTCLtakesecondplacewithcloseto12percentinthesameyear.ReadmoreNote(s):Worldwide;2019to2022Source(s):Omdia;TCLLeadingTVvendorsworldwidein2022and2023,byshipmentshareGlobalTVshipmentshare2022-2023,byvendorSamsungHisenseTCLLGElectronicsXiaomiOthers120%100%80%60%40%20%0%47%46%6%10%5%10%10%11%11%11%17%16%2022202319/statistics/1457674/tv-shipment-share-by-vendor-worldwideIn2022and2023,SamsungwastheleaderoftheglobalTVmarket,accountingfor17and16percentofTVshipmentsworldwide,respectively.HisenseandTCLfollowed,withbothshipping11percentofTVsgloballyattheendofthegivenperiod.

ReadmoreNote(s):Worldwide;2022and2023Source(s):CounterpointResearch;DSCCLeadingpremiumTVvendorsworldwidein2023,byrevenueshareGlobalpremiumTVrevenueshare2023,byvendorOthers7%Sony7%Hisense9%Samsung44%TCL10%LGElectronics23%20Description:In2023,SamsungledtheglobalpremiumTVmarket,totalingjustunder45percentofthetotalpremiumTVmarketrevenue.LGElectronicsfollowed,accountingfor23percentofthemarketrevenueofthepremiumTVmarketworldwide.

ReadmoreNote(s):Worldwide;2023Source(s):CounterpointResearch;DSCCLeadingpremiumTVvendorsworldwidein2023,byshipmentshareGlobalpremiumTVshipmentshare2023,byvendorOthers8%Sony5%Hisense11%Samsung45%TCL11%LGElectronics20%21Description:In2023,SamsungwasbyfartheleadingpremiumTVvendorworldwide,accountingfor45percentofpremiumTVshipmentsinthatyear.LGElectronicsrankedsecond,totaling20percentofthetotalpremiumTVshipments.

ReadmoreNote(s):Worldwide;2023Source(s):CounterpointResearch;DSCCCHAPTER

04ConsumptionAveragedailytimespentwatchingtraditionalTVanddigitalvideointheUnitedStatesfrom2021to2025(inhours.minutes)TimespentwatchingTVanddigitalvideointheU.S.2021-2025TraditionalTVDigitalvideo3.384.54.03.53.02.52.01.51.00.50.043.53.23.163.133.022.552.482021202220232024*2025*23Description:Estimatessuggestthatin2024U.S.adultswillspendanaverageofnearlythreehourswatchingtraditionalTVeachday.Thisfigurehasgenerallyfalleninrecentyearsandthedownwardtrendisforecasttocontinueintheyearstocome.Theonlyexceptiontothistrendistheyear2020,whenconsumptionincreasedduetoagrowthinmediaconsumptionduringthecoronavirusoutbreak.ReadmoreNote(s):UnitedStates;2021to2023;18yearsandolder;*ForecastfromFebruary2024.ReadmoreSource(s):eMarketer;InsiderIntelligenceAveragedailytimespentwatchingTVperindividualintheUnitedKingdom(UK)from2005to2022(inminutes)DailyTVviewingtimeperpersonintheUnitedKingdom(UK)2005-202230024224224125020015010050234224225224221219218216216208199197189179158020052006200720082009201020112012201320142015201620172018201920202021202224/statistics/269870/daily-tv-viewing-time-in-the-ukIn2022,theaveragedailytimespentwatchingtelevisionintheUnitedKingdomdecreasedcomparedtothepreviousyear.Whiletheviewingtimewasnearlythreehoursin2021,peoplefromtheUKspent21minuteslessonwatchingTVoneyearlater.ReadmoreNote(s):UnitedKingdom;2005to2022;4yearsandolder;28-dayconsolidated,TVsetsonlySource(s):BARB;OfcomAveragedailytelevisionviewingtimeinGermanyfrom1997to2023(inminutes)DailytimespentwatchingtelevisioninGermany1997-20232502252232212212112122112132082031922001501005018518318201997

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202325Description:In2023,theaverageGermantelevisionspent182minuteswatchingTVeveryday.Thiswasthelowestfiguresince1997,perhapssuggestingthatwatchingTVisbecominglesspopular.

ReadmoreNote(s):Germany;1997to2023;3yearsandolder;TVScope,TVpanelD+EU;MondaytoSunday,03:00to03:00,allchannelsSource(s):AGFAveragedailytimespentwatchingtelevisioninSpainfrom1997to2023(inminutes)TVwatchingtimeperdayinSpain1997-2023250245.6243.1237.7237.1240231.2229230220210200190180226224221.7220215212.9207.71871997

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202326Description:TheaveragepersoninSpainwatched187minutesoftelevisionadayin2023.Thisfigurehashowevergraduallydwindled,sincethepeakofdailytelevisionhourswasregisteredin2003at245.4minutesperpersononaverage.Televisionislesspopularamongthoseaged25-34andfeaturesitslargestnumberofviewersamongtheshareofpopulationagedover75years.

ReadmoreNote(s):Spain;1997to2023;14yearsandolderSource(s):AIMC(Spain)DistributionoftheFrenchpopulationaccordingtothenumberofhoursspentwatchingtelevisionperweekin2022,byageNumberofhoursperweekspentwatchingtelevisioninFrance2022,byageNone14%7hoursorless8to14hoursFrom15to21hours10%22to35hoursMorethan35hoursDonotknow100%90%80%70%60%50%40%30%20%10%0%16%15%6%18%14%20%13%3%8%2%9%5%7%16%18%21%14%13%20%16%24%18%27%24%17%18%18%10%38%8%34%34%11%13%10%3%60-69yearsold5%6%5%2%12-17yearsold18-24yearsold25-39yearsold40-59yearsold70andolder27Description:Asof2022,Frenchpeopleaged70andolderweretheconsumerswhowatchedthemosttelevisionperweek.While14percentofthemwatchedtelevisionmorethan35hoursaweek,twopercentofconsumersagedbetween12and17yearsolddidthesame.ReadmoreNote(s):France;2022;4,184respondents;12yearsandolder;MetropolitanFranceSource(s):ARCEP;CRÉDOC;DélégationnationaledelaluttecontrelafraudeNumberofindividualswatchingTVinItalyin2022,byage(in1,000s)TelevisionviewersinItaly2022,byage9,0008,2178,0007,0006,0005,0004,0003,0002,0001,00006,7226,4746,1514,9834,2723,78660-642,3316-102,29020-242,03411-141,3153-51,33815-1797118-1925-34Agegroup35-4445-5455-5965-74Over7528/statistics/539635/television-viewers-by-age-italyThegreatestgroupofindividualswatchingtelevisioninItalyin2022wasagedbetween45and54years,with8.22millionviewers.Onthecontrary,peopleagedbetween18and19yearsrepresentedthesmallestgroup,witharound971thousand.

ReadmoreNote(s):Italy;2022;3yearsandolderSource(s):IstatCHAPTER

05Specialfocus:SmartTVNumberofconnectedTVhouseholdsintheUnitedStatesfrom2019to2027(inmillions)NumberofconnectedTVhouseholdsintheU.S.2019-20271401211191171201151131111071039610080604020020192020202120222023*2024*2025*2026*2027*30Description:In2022,111millionhouseholdsintheUnitedStatesusedconnectedTVsatleastoncepermonth.TheforecastsuggeststhatCTVconsumptionwillfurtherincreaseintheyearstocome,with121millionU.S.householdshavingCTVs,suchassmartTVs,streamingdevices,orgamingconsoles,by2027.ReadmoreNote(s):UnitedStates;2019to2022;forecastfrom2023;*Forecast.ReadmoreSource(s):Activate;eMarketer;LeichtmanResearchGroup;USCensusBureauHouseholdpenetrationofsmartTVsetsintheUnitedKingdom(UK)from2014to2023HouseholdpenetrationofsmartTVsetsintheUnitedKingdom(UK)2014-202380%70%60%50%74%67%67%57%48%42%40%30%20%10%0%36%27%20%11%201420152016201720182019202020212022202331Description:SmartTVs–televisionsthatcanrunappsandaccesstheinternet–canbefoundinanincreasinglylargenumberofhouseholdsintheUnitedKingdom(UK).In2014just11percentofhouseholdsintheUKownedaSmartTV,whereas,in2023,nearly74percentofhouseholdsreportedowningaSmartTV.ReadmoreNote(s):UnitedKingdom;2014to2023*;3,997respondents;16yearsandolder;alladultsSource(s):OfcomShareofinternet-enabledtelevisionsets(smartTVs)intotalTVsalesinGermanyfrom2010to2023ShareofsmartTVsintotalTVsalesinGermany2010-2023120%100%80%96%94%89%83%77%70%65%61%57%56%60%40%20%0%47%23%5%201020112012201320142015201620172018201920202021Q1202332Description:TheshareofhouseholdswithasmartTVinGermanyhasseenrapidgrowthoverthepast13years.In2010,onlyfivepercentofhouseholdshadasmartTV,whilstby2023,thisfigurewas96percent.TheriseinpopularityofstreamingserviceshascontributedtopeoplewantingasmartTVintheirhomes.ReadmoreNote(s):Germany;2010toQ12023Source(s):DeutscheTV-Plattform;GfK;ZVEIShareofhouseholdswithasmarttelevisionconnectedtotheInternetinSpainfrom2013to2023ShareofhomeswithasmartTVconnectedtotheInternetinSpain2013-202370%60%50%40%30%20%64.1%60.6%53.1%42.3%33.9%23.8%201814.4%201710.4%20167.8%201510%0%6.6%20144.3%20132019202020212022202333