Core Viewpoint - The television market is experiencing a price war, particularly in the 32-inch segment, with prices dropping to around 500 yuan, but there are notable differences between online and offline sales channels [2][3][11]. Group 1: Market Trends - The online television market is expected to see significant growth during the 618 shopping festival, with sales projected to reach 5.44 billion yuan, a 22% increase year-on-year [3]. - The average price of televisions online is expected to rise to 3,664 yuan, a 14% increase, while offline prices are projected to be 7,194 yuan, up 7.5% [3]. - The 32-inch television segment is seeing intense competition, with many manufacturers launching models priced around 400-500 yuan [16][22]. Group 2: Price Dynamics - Several brands have introduced 32-inch televisions at low prices, such as Philips at 424 yuan and TCL at 509 yuan after subsidies [4][5]. - The price drop in the 32-inch segment is attributed to a combination of national subsidies and a focus on inventory clearance strategies by manufacturers [11][14]. - The cost structure of televisions shows that panel prices significantly influence retail prices, with panel costs accounting for 52% of total costs [12]. Group 3: Consumer Behavior - Offline consumers tend to prioritize picture quality and the ability to see the product in person, contrasting with online consumers who focus more on price [9][10]. - There is a growing trend towards larger televisions, with consumers increasingly opting for high-end products rather than just low-priced options [23][24]. Group 4: Company Performance - Companies like TCL and Hisense have reported revenue growth despite low profit margins, with TCL's revenue reaching 99.32 billion HKD, a 25.7% increase [19]. - Konka, however, has faced significant losses, with a revenue decline of 37.73% and a net loss of 3.296 billion yuan, attributed to intensified market competition [21]. - The overall profitability of television manufacturers remains low, with many operating at margins below 20% [17][18].

55吋电视面板均价预期为127美元， 较前月增长1美元 ，增长0.8%。 43吋电视面板均价预期为66美元， 较前月上涨1美元 ，增长1.5%。 32吋电视面板均价预期为36美元， 较前月上涨0.5美元 ，增长1.4%。 显示器面板 本期，预测显示器面板价格将有一定程度的上涨。 | 发表日期: (单位:美元/片) | 2025.03.05 | | | | | | TRENDFORCE | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 应用别 | ਮਾਜ | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | | | | | રીક્ટ | 를 | म्येश | 与前月差异(%) | | | 电视 | eenw | 3840x2160 | Open-Cell | 173 | 182 | 177 | 1.0 | 0.6% | | | SE...W | 3840x2160 | Open-Cell | 122 | 130 | 127 | 1.0 | 0.8% | | | 43"W | 1920x1080 | Open-C ...