创业邦·2025-09-05 03:18Core Viewpoint - The article discusses the decline of Japanese television manufacturing and the rise of Chinese brands, highlighting the shift in global manufacturing dynamics and the competitive advantages of Chinese companies over their Japanese counterparts [5][8]. Group 1: Historical Context of Japanese Television Industry - The Japanese television industry experienced a golden era, dominating the global market with brands like Sony and Panasonic, which accounted for over 40% of global TV shipments in 1990 [10][12]. - Japan's manufacturing prowess was built on technological advancements and brand reputation, with significant market shares in the high-end segment during the 1980s and 1990s [14][15]. - The shift towards liquid crystal technology in the early 2000s marked a turning point, as Japanese companies failed to adapt, leading to significant losses and market share decline [16][17]. Group 2: Decline of Japanese Brands - By 2024, Japanese brands' global TV shipment share is projected to drop to 9%, down from 28% in 2010, with Panasonic's domestic market share falling from 16.8% in 2018 to 8.8% in 2024 [21][23]. - The inability to pivot from traditional technologies and the slow decision-making processes contributed to the decline of Japanese manufacturers [18][30]. - Japanese companies are now struggling to compete in high-end markets, with many having exited the consumer TV market altogether [17][34]. Group 3: Rise of Chinese Television Brands - Chinese brands have captured nearly 50% of the Japanese TV market by 2024, with Hisense leading at 25.4% market share, marking a significant shift in consumer preferences [23][25]. - Chinese companies like TCL and Xiaomi have also gained substantial market shares, leveraging technology and localization strategies to appeal to Japanese consumers [20][26]. - The global shipment share of Chinese TV brands reached 30.2% in 2024, surpassing that of South Korean competitors for the first time [21][22]. Group 4: Competitive Advantages of Chinese Brands - Chinese manufacturers have developed a complete television industry chain, enabling rapid response to market changes and cost reductions [28][30]. - Innovations such as Hisense's self-developed chips and TCL's advanced display technologies have allowed Chinese brands to outperform traditional Japanese offerings in quality [25][37]. - The ability to quickly adapt to consumer demands, such as energy efficiency standards, has given Chinese brands a competitive edge over their Japanese counterparts [30][38]. Group 5: Broader Implications for Manufacturing - The decline of Japanese manufacturing is indicative of broader trends, where efficiency, innovation speed, and market responsiveness are critical for success in global competition [38]. - The article suggests that without breaking free from path dependency and improving decision-making speed, Japanese companies may continue to lose competitiveness across various industries [39].