Global TV shipments are expected to reach 223 million units in 2021, with super-large-screen TVs becoming the new favorite

根据 TrendForce 集邦咨询旗下显示研究处表示，受惠于疫情衍生的宅经济效应，2020 年北美地区电视出货量自三月下旬开始反转上扬，随着下半年欧洲市场需求也逐渐复甦，使整体电视出货表现于四月谷底反弹，至十月达最高峰。然近期受到上游材料商在电子类 IC 产品供应不足，影响第四季品牌的出货排程，导致 2020 年电视品牌出货量仅达 2.17 亿台，年减 0.3%。

Looking ahead to 2021, the Tokyo Olympics and European Football Championship originally scheduled for 2020 have been postponed due to the epidemic. Although the changes in the epidemic are difficult to predict, the possibility of resuming sports events cannot be ruled out, which will help push TV demand to another peak. Therefore, TrendForce estimates that global TV shipments in 2021 are expected to reach 223 million units.

IC supply shortage and TV panel price surge will put second- and third-tier brands in a tough spot for survival

Judging from the supply and demand of TV panels in 2020, the supply side was reduced due to the convergence of production capacity of Korean manufacturers and the slowdown of mass production ramp-up of new Chinese panel factories due to the epidemic; the demand side surged due to the extended time spent at home due to epidemic prevention policies. Under the tight supply and demand situation, the price of 40-55-inch TV panels increased by more than 60% in just half a year; the price of 32-inch panels doubled, causing white-label panels that originally survived in the market by relying on low prices to face survival challenges.

TrendForce 集邦咨询进一步表示，2020 年电视产业面板供应紧缩，且下半年需求回升速度超乎预期，间接导致原本已吃紧的 IC 用晶圆产能陷入更严峻的困局。因此，供应商筛选客户的情况日益显著，一线品牌凭借订单数量的优势获得更多资源，前五大品牌的市占首次达到 6 成，显示出未来二、三线品牌与白牌恐在面板和电子类 IC 零件资源不足的环境下受到严重排挤。

In 2021, TV shipments of 65 inches and above are expected to grow by 30%. 

As panel prices continued to rise in the second half of 2020, the profits of mainstream 32-55-inch screens gradually declined. To make up for the lost profits of low-priced products, brands began to shift their panel demand to larger sizes. Among them, the shipment growth of 65 inches (inclusive) and above and 70 inches (inclusive) and above reached 23.4% and 47.8% respectively. Under the premise that panel prices will not fall sharply in 2021, brands will inevitably accelerate the development of ultra-large screens.