Shipments of LCD TVs from Taiwan are predicted to grow 5.15% quarter-on-quarter, up to 6.94 million units, during the second quarter of 2018, according to Digitimes Research. This is something of a rebound for the sector, hot on the heels of its largest-ever quarter-on-quarter decline, witnessed during the first three months of the year.
The improvements were mainly down to increased shipments of own-brand products by TPV and Foxconn’s shipments to Sharp. Combined shipments from the top two companies dropped in the first quarter, while third-placed Amtran saw better results thanks to orders from Xiaomi. Compal, in fourth place, may see growth in the second quarter of 2018, thanks to increased shipments of Fire TV devices. Chinese clients including LeEco, Baofeng and Whaley did not perform well, according to the report.
Shipments to North America fell to an all-time low during the first quarter, causing Taiwan manufacturers to focus on Asia and Europe. North America’s shipment ratio is expected to rise in the second quarter. Meanwhile, the ratio of own-brand TV shipments by Taiwan vendors rose to 36.6% during the first quarter of 2018 and is expected to climb further to 40% in the second.