电视市场结构性升级

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研报 | 1H25 电视品牌提前出货,推升全球市场总量年增2%
TrendForce集邦· 2025-08-06 05:42
Core Insights - The global TV brand shipment volume reached 92.5 million units in the first half of 2025, reflecting a year-on-year increase of 2% [2] - The overall shipment forecast for 2025 has been revised down to 195.71 million units, indicating a year-on-year decrease of 1.1% [2] Group 1: Market Performance - Major brands in the first half of 2025 included Samsung, TCL, Hisense, LGE, and Xiaomi, collectively holding a market share of 65.6% [6] - TCL and Hisense experienced significant growth in shipments, with increases of 12.5% and 7.3% respectively, outperforming the market average [7] - Vizio's shipments grew by 13% in the first half of 2025, with an expected annual growth of over 30% following its acquisition by Walmart [7] Group 2: Technology Trends - Mini LED TV shipments are projected to increase by 67% in 2025, reaching 12.9 million units, with TCL, Hisense, and Xiaomi expected to capture 62% of the market share [8] - OLED technology is anticipated to account for approximately 3.4% of the global TV market in 2025, with Samsung raising its shipment target to 2 million units, leading to a 5.6% annual growth in OLED shipments [8] - High refresh rate TVs (120Hz and above) are expected to see a 24.4% increase in shipments, with a market penetration rate of 13.6% driven by mid-to-high-end product demand [8]