The world's largest and second largest TV manufacturers, vendors, Samsung Electronics and LG Electronics have announced the first quarter of 2015 (January - March) results. Where Samsung TV, home appliances business where consumers appliances (CE) sector in the first quarter operating loss of about 140 billion won (about 800 million yuan, the data for reference); LG TV where the home entertainment (HE) Business Division First quarter operating loss of 6.2 billion won appears (about 35 million yuan).
It is understood that two South Korean TV companies are on the LCD TV and OLED materials Materials vigorously curving TV market strategy. Industry sources say that due to the high price, the Samsung ultra-high-definition TV and SUHD surface larger LG OLED TV demand to buy the surface is not strong.
It was observed that China's color TV market in the world's most important strategic television, one of the TV consumption "money scene" dim, many accompanied by development of the Internet came a new user groups in smart phones, tablet PCs package of TV products already strange. In microblogging, letters and other social platforms, many young users that have not watch TV for many years, which virtually growth performance TV companies to bring pressure.
Samsung, LG TV business losses there to be a big reason is that exchange rate fluctuations. Since the two Korean TV sales prices mostly completed in the international market, its panels are denominated in US dollars to purchase and terminal TV sales are denominated in local currency, in countries such as Russia, Brazil, Venezuela, due to the economic crisis money devaluation, a direct result of the sales value has shrunk, or even crash.
And exchange rate losses compared to the surface of the TV business strategy appears to be negligible. It touches the upper panel manufacturing in the TV business concepts publicity, earn pots full pot full. Upper panel TV industry has developed industry and terminal rainbow night.
Though it is the same system, Samsung and LG's TV terminal sales losses, but the two on the upstream of the TV panel business is a substantial profit. Among them, the operating profit of LG Electronics Holdings LGDisplay (LG Display) Company in the first quarter of 2015 amounted to 743.9 billion won (about 43 million), a record high in 2010 year; Samsung monitor the company's first-quarter operating profit grew 10.6 percent to 520 billion won (about 30 million).
It is understood that, in addition to smartphones, a large flat-panel computer supply demand, on the TV panel, in January this year TV panel prices continue to rise. A 4K Ultra HD TV panel costs account for 70% -80%, which led directly to the upper panel makers profit rose.
Market research firm IHS recently in a research report that the downturn in the global TV demand growth, intensified price competition will become TV panel shipments continued to expand obstacles, future product sales increased manufacture and sale of color TV manufacturers might focus of 4K resolution, wide color gamut, ultra-thin and other new products on TV.
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