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集邦咨询:存储器、面板、贵金属同步涨价 预计电视生产成本承压
智通财经网· 2026-01-29 09:19
在这波存储器涨价潮之前,DRAM仅占电视BOM cost的2.5-3%,历经近期的价格调整后,其比重迅速攀升至6-7%,使得品牌获利承压。在存储器价格影 响品牌生产动能和获利能力的情况下,规模较小、资源较少的业者将受到较大冲击。 智通财经APP获悉,根据TrendForce集邦咨询最新电视出货调查,2026年电视产业面临存储器、面板、贵金属价格同时上涨,生产成本随之攀高,品牌在 获利与市占间的拉锯将更加明显,预估全年电视出货量将由先前预计的年减0.3%,下调至年减0.6%,降至约1亿9,481万台。此外,因现有成本结构已难以 支撑过往的低价策略,新机种零售价调涨已势在必行。 另一方面,2026年中国市场的补贴政策利多延续,且条件限缩至一级能耗产品,将有利于Mini LED机种。各领导品牌也在CES 2026展示其RGB电视技 术,并将产品尺寸下放至更亲民的55-75吋间,较劲意味浓厚。据此,TrendForce集邦咨询上修了2026年Mini LED电视渗透率预估至10%,出货量将朝 2,000万台迈进。而TCL凭借上、中、下游材料与制造整合优势,有望稳居Mini LED电视龙头,市占率将突破三成,改写市场纪 ...
How to disable ACR on your TV (and why doing so makes such a big difference)
ZDNET· 2026-01-26 02:00
Adam Breeden/ZDNETFollow ZDNET: Add us as a preferred source on Google.ZDNET's key takeawaysSmart TVs track viewing habits with ACR tech.Collected data fuels billions in targeted ads.Turning off ACR protects privacy but takes effort.Did you know that whenever you turn on your smart TV, you invite an unseen guest to watch it with you?These days, most mainstream TVs use automatic content recognition (ACR), a type of ad-tracking technology that collects data on everything you watch and sends it to a central ...
押注游戏电视,海信、索尼们正试图吸引更多年轻人
黑电产业,正面临市场规模收缩的现实危机。 据洛图科技(RUNTO)数据,2025 年中国电视市场在多重压力下持续探底,全年品牌整机出货量为 3289.5 万台,同比下滑 8.5%,创下自 2010 年以来的十六年历史新低。 市场整体承压的背景下,2026年新国补政策实施"先到先得、额满即止"的发放机制,如何进一步撬动换 新存量、拓展增量,是黑电产业认知与信心修复的核心。 其中,面向场景化需求的游戏电视,成为黑电厂商拓展青年消费者群体,带动大屏化换新需求的核心策 略之一。近日,海信发布全新RGB-Mini LED电视影游旗舰E8S Pro;此前,TCL、创维、索尼等黑电厂 商也曾先后推出以游戏场景为主打特色的电视产品或核心功能。 龙头企业对垂直品类的加码,建立在软件生态建设和硬件技术升级的双重基础之上。 近年来,主机游戏玩家不断提升和国产3A游戏崛起的软件因素,带动高刷新率、画质、亮度的大屏电 视重回客厅娱乐;智能化、RGB-Mini LED等技术要素,则成为说服消费者进行产品升级的硬件显因。 以游戏电视为代表,需求指向更明确、协调软件生态与硬件基础的黑电产品,或将成为产业在市场低谷 期实现自我调整和反弹的重要 ...
TCL雷鸟鹏6 65英寸电视钜惠
Xin Lang Cai Jing· 2026-01-13 06:28
原价4799元的高品质电视如今在天猫限时特惠,今晚直 降2973元,到手价仅需1826元,性价比爆棚,机会难 得,数量有限,抢完即止,赶紧下单把这款性能强悍的 65英寸高刷电视带回家! TCL雷鸟鹏6 65英寸4K超高清大屏电视震撼来袭,搭载144Hz高刷新率与高色域显示技术,画面流畅色 彩真实,无论是观影、追剧还是畅玩大型游戏都能带来沉浸式视觉体验,配置3GB运行内存+64GB存储 空间,运行更顺滑,安装更多应用不卡顿,智能语音操控便捷省心,满足全家人的娱乐需求。 原价4799元的高品质电视如今在天猫限时特惠,今晚直降2973元,到手价仅需1826元,性价比爆棚,机 会难得,数量有限,抢完即止,赶紧下单把这款性能强悍的65英寸高刷电视带回家! TCL雷鸟鹏6 65英寸4K超高清大屏电视震撼来袭,搭载 144Hz高刷新率与高色域显示技术,画面流畅色彩真 实,无论是观影、追剧还是畅玩大型游戏都能带来沉浸 式视觉体验,配置3GB运行内存+64GB存储空间,运行 更顺滑,安装更多应用不卡顿,智能语音操控便捷省 心,满足全家人的娱乐需求。 ...
How to disable ACR on your TV (and why you should do it ASAP)
ZDNET· 2025-12-19 19:02
Core Insights - The article discusses the use of Automatic Content Recognition (ACR) technology in smart TVs, which tracks viewing habits and collects data for targeted advertising [3][12][17] - In 2022, advertisers spent approximately $18.6 billion on smart TV ads, with expectations for continued growth in this area [4] - ACR technology captures up to 7,200 images per hour, providing detailed insights into viewer preferences and personal information [6][17] Group 1: ACR Technology Overview - ACR operates in the background, identifying content displayed on screens by capturing screenshots and cross-referencing them with a media database [5][12] - The technology allows marketers to tailor content recommendations and track the effectiveness of advertisements [7][12] Group 2: Privacy Concerns - There are significant privacy risks associated with ACR, including potential exploitation of sensitive information, which could lead to identity theft [8][18] - Many users are unaware of ACR's presence and find it challenging to opt out due to complex settings [9][12] Group 3: Disabling ACR - The article provides detailed instructions on how to disable ACR on various smart TV brands, including Samsung, LG, Sony, Hisense, and TCL [10][11][20] - Disabling ACR may limit some smart features but enhances user privacy [16][18]
美国起诉索尼、三星、海信等公司,指控其“为中国从事间谍活动”
Xin Lang Cai Jing· 2025-12-16 21:28
来源:空之王座 美国得克萨斯州总检察长肯•帕克斯顿办公室周一宣布,已对包括索尼、三星和LG在内的多家电视制造 商提起诉讼,指控他们为中国从事间谍活动,监视美国公民。 总检察长办公室发布消息称:"总检察长肯·帕克斯顿已对五家大型电视公司提起诉讼,指控 它们在德克萨斯州居民不知情的情况下,偷偷记录消费者在家中观看的内容。被起诉的公司 包括索尼、三星、LG,以及总部位于中国的海信和TCL科技集团。" 帕克斯顿的诉讼是要求对这五家公司处以1万美元的罚款,理由是它们违反了《不公平贸易行为法》。 如果考虑到涉嫌间谍活动的受害者年龄超过65岁,则有可能被处以25万美元的罚款。 特别声明:以上文章内容仅代表作者本人观点,不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 美 国得克萨斯州总检察长肯•帕克斯顿 其中一个令人担忧的因素是中国的国家安全法,允许中国获得有关美国消费者的信息。 声明指出:"这些公司非法使用自动内容识别(ACR)技术以收集个人数据。简而言之, ACR 是一种未经授权的、隐形的数字间谍……这项技术将用户的隐私和敏感信息(如密 码、银行详细信息和其他个人信息)置 ...
Omdia: Global TV Shipments Dip 0.6% in 3Q25, With International Growth Balancing China Weakness
Businesswire· 2025-11-24 10:54
LONDON--(BUSINESS WIRE)-- #Omdia--Global TV shipments fell slightly year-on-year to 52.5 million in 3Q25, as one of the largest markets declined rapidly. Demand for TVs in China has been boosted by government subsidies over the last year, but funding is now running out in some regions and many consumers have already upgraded. As a result, in year-on-year shipments fell 11.2%, according to Omdia's new quarterly TV Sets Market Tracker. Data from Omdia's latest TV Sets (Emerging Technologies) Market Tracke. ...
集邦咨询:第三季度全球电视出货量首度跌破5000万台
Zhi Tong Cai Jing· 2025-11-03 06:19
Core Insights - Global TV shipments are projected to fall below 50 million units for the first time in history in Q3 2025, with an estimated 49.75 million units, reflecting a 4.9% year-over-year decline and a 6% quarter-over-quarter increase [1] - The decline is attributed to extended consumer purchase cycles, changes in international circumstances affecting demand, and the diminishing effects of subsidy policies in the Chinese market [1] - Despite the overall decline, a seasonal sales surge is expected in Q4 due to promotional activities in Europe and North America, as well as China's Double 11 and Double 12 shopping events, leading to an estimated 7.3% quarter-over-quarter increase in global shipments to 53.21 million units [1] Market Share and Brand Performance - The top five brands in Q3 2025 by shipment volume are Samsung, Hisense, TCL, LGE, and Xiaomi, collectively holding a market share of 64.3% [4] - Hisense regained its position as the second-largest global TV brand in Q3 2025, with shipments reaching 7.66 million units, a 9.7% quarter-over-quarter increase, and a market share of 15.4%, marking a record high for the brand [4] Size Segment Trends - The penetration rate of large-sized TVs (60 inches and above) has reached 28.2% for the first time, driven by demand in the Chinese market [5] - Samsung and Hisense lead the 65-inch and 75-inch segments with market shares of 26% and 22%, respectively, while Hisense and TCL dominate the 85/86-inch segment, each capturing nearly a quarter of the market [5] - TCL has emerged as the leader in the 98-inch market, while Hisense holds nearly half of the 100-inch market share [5] Future Market Dynamics - The growth momentum for large-sized TVs is expected to slow down as the effects of subsidy policies in China wane, with 65-inch shipments stagnating and 75-inch growth rates dropping to 13%, half of last year's figures [6] - The focus of brands is shifting from merely increasing size to upgrading product specifications, emphasizing differentiation through advanced features like RGB Mini LED, high refresh rates, and AI integration [6]
Best Prime Day TV Deals October 2025: 17 Best Offers So Far
Forbes· 2025-10-06 22:45
Core Insights - October Prime Day, also known as Prime Big Deal Days, is set to offer significant discounts on popular TV models from brands like Samsung, Hisense, and Sony, with notable price reductions already observed [1][42][43] Group 1: Discounts and Deals - Major discounts include $500 off the Samsung The Frame TV and $1,101 off a premium Sony smart TV [1] - The Sony Bravia XR QD-OLED Smart Google TV (65-Inch) is currently 31% off, making it a competitive option for consumers [5] - Hisense's 100-Inch Class U7 Mini-LED Google TV is available at its lowest price ever, featuring high-end specifications [7] - The Samsung QLED 4K The Frame LS03D TV (55-Inch) is being offered at a $500 discount, highlighting its popularity [8] - Hisense's Class U6 Series Mini-LED 4K UHD Smart Fire TV (55-Inch) matches its lowest price ever, appealing to gamers and movie watchers alike [10] - The LG C2 Series Class OLED Evo Smart TV (55-Inch) is discounted by over $500, while the LG OLED Evo AI 4K C5 Series Smart TV (65-Inch) is $1,200 off, marking significant savings [22][24] Group 2: Brand-Specific Highlights - Samsung's OLED 4K S90 Series TV (65-Inch) is $400 less than its previous price, making it a strong contender for buyers [13] - Sony's Bravia X90L LED 4K TV (65-Inch) is available at an all-time low price, appealing to gamers due to its compatibility with PlayStation 5 [27][28] - The Hisense Class QD6 Series QLED 4K TV is also highlighted for its competitive pricing during the sale [41] Group 3: Consumer Insights - The October Prime Day event is characterized by a wide range of TV sizes and features, catering to both high-end and entry-level consumers [42][43] - The deals are supported by extensive price history research, ensuring that consumers are presented with genuine discounts [4][35]
Hisense U8QG QLED 4K TV Review: Unrivaled Brightness for the Money
Business Insider· 2025-09-30 20:49
Core Insights - Hisense has launched the U8QG, a flagship QLED 4K TV that offers one of the brightest displays on the market at a competitive price compared to brands like Samsung and Sony [1][3][33] - The U8QG features excellent backlight control, producing impressive black levels and vibrant color performance, although some color inaccuracies exist [1][2][25] - The TV is equipped with a native 165Hz refresh rate, making it suitable for gaming, but it has only three HDMI ports, which may limit connectivity options [2][11][13] Product Features - The U8QG is available in five sizes: 55, 65, 75, 85, and 100 inches, with the 65- and 85-inch models using a VA panel for better contrast [7] - The TV achieves a peak brightness of up to 5,000 nits for most sizes, with the 55-inch model reaching 3,000 nits, and has been measured at 5,759 nits in HDR mode [17][18] - The U8QG utilizes the Google TV OS, providing a user-friendly interface and access to a wide range of apps, including popular streaming services [29][30] Competitive Landscape - The U8QG competes with the TCL QM8K, which offers similar performance but has slightly better color accuracy and four HDMI inputs [35][36] - Hisense's pricing strategy often allows the U8QG to be available at a lower cost than the QM8K, making it an attractive option for consumers seeking high brightness and vibrant images [36]