Omdia：世界杯带动换机潮 2026年全球电视出货量将突破2.1亿台

Core Insights - Global annual TV shipments are expected to exceed 210 million units by 2026, primarily driven by FIFA World Cup promotions, but overall growth will be tempered by declining demand in China and rising TV storage prices, leading to an estimated year-on-year growth of only about 1% [1] - By 2029, global TV shipments are projected to approach 212 million units [1] Regional Growth Trends - Europe is expected to be the fastest-growing market in 2026, with Western Europe TV shipments projected to grow by 3.2% and Eastern Europe by 3.1% [2] - The North American market, as the host of the event, is also anticipated to see steady growth, with an increase of approximately 2.2% [2] Contrast with China Market - In stark contrast, China's TV shipments are expected to decline by 4.7% in 2026, influenced by the end of national subsidies, which led to a 12% year-on-year drop in Q3 2025 [5] - The weakness in Chinese TV demand is expected to have profound implications for the global market, prompting Chinese brands to actively seek growth opportunities in international markets, potentially intensifying competition during periods of high demand [5] Emerging Opportunities in India and Asia-Pacific - India is projected to become a key market for Chinese brands, driving competition and enhancing consumer choices, supporting growth in the Asia-Pacific region, which is expected to see a year-on-year increase of 2.6% in 2026 [5] - From 2025 to 2029, the compound annual growth rate (CAGR) for the Asia-Pacific region is expected to be 2.2%, making it the fastest-growing area globally [5] Mini LED Backlight Technology - Mini LED backlight technology is anticipated to be the best-performing segment, with a projected year-on-year growth of 16.9% in 2026 and a CAGR of 9.2% from 2025 to 2029 [5] - RGB Mini LED is gradually being adopted in the high-end price segment, with expectations of price declines during the forecast period, leading to rapid market penetration [5]