This report maps the relationships between LCD TV brands, OEMs and panel suppliers with actual shipment information. Suppliers can determine market share and benchmark against competitors. Buyers can identify and evaluate key panel makers or OEMs to improve their purchasing decisions.

This report provides a quarterly analysis of the LCD TV value chain. This upgrade includes our expert analysis of the value chain data and:

• LCD TV value chain forecasts and outlook (12 months)
• Analysis and Implications for TV OEM Business Outlook
• Special Topics in LCD TV Supply Chain

The report also includes other observations of LCD TV value chain dynamics:

• The share of LCD TVs outsourced reached a record high of 34% in Q3'10, as Sony and LGE increased their outsourcing ratio to more than 50% and 20%, respectively.
• Among OEM shipments in Q3'10, excluding TV manufacturers, TPV ranked #1 with a 23% share, followed by Foxconn/Chimei Innolux at 15% and Vestel at 13%. Taiwanese OEMs (Compal, Wistron, and AmTran/Rakern) each have shares of about 8-9%.
• In 2011, the top three panel makers, Samsung, LG Display, and Chimei Innolux, will be aggressive with their plan to ship more than 60M units of LCD TV panels. In total, LCD TV panel makers plan to ship more than 270M units in 2011.
• Sales targets for the top seven Chinese TV brands for 2011 total 60M units. Although Chinese brands report little excitement in the China TV market, their aggregate shipment plans show 33% Y/Y unit growth on average in 2011.

This report offers a clear understanding on the industry relationships that drive this category. Presented in Excel data tables, this report enables you to view various combinations of panel maker, OEM, brand, panel size and time period. 

The report forecast for the cell business indicates that Chimei Innolux will lead the cell market, achieving 50%+ of cell shipments, with their major customers being Chinese TV brands. Samsung plans to target around 40% of its cells shipments for its internal TV division. Other panel makers also plan to increase cell shipments 10-20% in 2011. In addition, some OEMs and TV brands plan to leverage Backlight Module System (BMS) assembly in an effort to reduce the overall cost of production.

Data Covered

• Shipment and share by size, resolution, TV brands and OEM supplier
• Track trends over time with quarterly historical data (Premium)
• New! LCD TV value chain analysis with 12 month forecasts, business outlooks and special topics

Key Questions Answered

• Who are my competitors' customers?
• Which OEMs are carrying panel or product inventory?
• Where am I winning or losing business?
• Which companies are producing the panels my company needs?
• Is my panel supplier shipping panels to my competitors?
• Which panel suppliers are gaining or losing customers?

Outline

LCD TV Value Chain Results
Premium version: Trends in LCD TV Value Chain
LCD TV value chain forecasts and outlook (12 months)
Analysis and Implications for TV OEM Business Outlook
Special Topics in LCD TV Supply Chain