What They Say
Digitimes Research reported that Taiwanese TV makers made 7.365 million sets in Q3 2020, up 2.9% on Q2. The analyst forecast growth of 9.5% in Q4, which is down as much as 15.3% on 2020.
45% of the sets were destined for the US as Vizio and Best Buy had strong demand. That was up from 41.2% in Q2.
What We Think
Even in a reduced market, the seasonality of the TV set market is broadly in line with traditional patterns. (BR)
