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Omdia:GlobalTVShipmentsFell2.1%in2Q25asKeyMarketsDecline
===2025-9-9 10:10:45===
ndicates that brands are targeting less-mature markets. This shift is being driven increasingly by Chinese brands, often at the expense of their Korean counterparts. Mexican factories have ramped up production but are having to look toward other Latin American markets due to reduced inventory requirements in the US. Similarly, Asian TV production, which had to divert shipments away from the US due to tariffs, was expected to shift to Europe, but this market has also slowed. The potential consequence of these shifts is that if local demand is unable to keep up in these less-mature markets, it will likely add further volatility to shipments throughout the rest of the year.

“Fortunately for incumbent non-Chinese brands, the local TV market in China continues to grow, with shipments up 1.6%. If local demand in China falls, significant volume will likely be pushed into other international markets, adding to competition and volatility. Indeed, this should be expected next y
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