Group 1 - The global television brand shipment volume reached 92.5 million units in the first half of 2025, representing a year-on-year increase of 2% due to early shipments by brands, which may pressure the second half of the year [2] - Samsung maintained its shipment volume at 16,550 thousand units in 1H25, with a slight decrease in market share from 18.2% in 2024 to 17.9% in 2025 [3] - TCL and Hisense showed significant growth, with TCL increasing shipments by 12.5% to 14,085 thousand units and Hisense by 7.3% to 13,820 thousand units, leading to an increase in market shares [3] Group 2 - Sanan Optoelectronics announced the acquisition of Lumileds for $239 million, aiming to reshape the global LED market landscape and join the top patent cross-licensing alliance [4] - Lumileds is ranked among the top seven LED packaging manufacturers globally, enhancing Sanan's market position and access to Lumileds' two decades of market experience [4][5]

以下文章来源于TrendForce集邦 ，作者TrendForce 三 安 光 电 与 Lumileds ( 亮 锐 ) 于 8 月 1 日 公 告 表 示 ， 三 安 将 与 境 外 投 资 人 以 2.39 亿 美 元 现 金 收 购 Lumileds Holding BV的100％股权。根据TrendForce LED产业需求与供给资料库，Lumileds为 全 球 前 七 名 的 LED 封 装 厂 商 ， 此 次 收 购 有 助 三 安 进 入 由 Nichia 、 ams OSRAM 、 Cree LED 、 Lumileds和Toyoda Gosei组成的国际五强专利交叉授权联盟，并收获Lumileds二十多年来耕耘的 市场地位。 尽管这项收购程序亦需提交股东会及境内外相关主管机关审议或审查，能否顺利实施尚存不确定 性。但如依成交条件完成所有程序，三安光电将可望于2026年第一季间接持有Lumileds的74.5％ 股权，并将纳入合并报表范围。 TrendForce表示，Lumileds于光电产业地位举足轻重，2024年营收约为6亿美元，特别专注于车用 照明(头灯、尾灯)、手机闪光灯与高阶/利基 ...