大家不看电视了吗？中国电视10月出货量创今年最大跌幅：暴跌超25%【附智能电视行业市场分析】

Group 1 - The core viewpoint of the article highlights a significant decline in China's television market, with a 16% year-on-year drop in brand shipments in October 2025, marking the largest monthly decline of the year [2] - The retail sector is experiencing a severe downturn, with online retail volumes dropping by 25.2% and retail revenues decreasing by 18.3% [2] - This marks the fourth consecutive month of substantial year-on-year declines in the television market since July 2025, despite October being a peak consumption period due to the National Day holiday and "Double Eleven" shopping festival [2] Group 2 - Runto Technology predicts that the television shipment volume may decline by over 15% in Q4 2025, with retail declines likely exceeding 20%, leading to an annual shipment total of around 33 million units [2] - The smart television segment has evolved into a comprehensive home smart center, integrating entertainment, smart interaction, IoT control, and computing services [2][3] - The penetration rate of smart televisions globally has surged from 27% in 2012 to over 90% by 2024, indicating a significant market transformation [3] Group 3 - In China, the number of households activating smart televisions has shown stable growth, reaching 332 million in the first half of 2024, indicating a robust application market despite pressures on shipment volumes [4] - The domestic demand potential for television products is substantial, with a comparison made to the U.S. market, suggesting that China's maximum annual sales could reach 100 million units due to its larger population [5] - There is a growing opportunity for Chinese television manufacturers in global markets, particularly in regions like Africa and India, where demand for television products remains unmet [8]