Recently , TCL Group's Interim Report released in 2010 . The report shows that 1- June , the company's total revenue of 23.166 billion yuan , net profit of 158 million yuan , an increase of 59.35% . Specific to the two core businesses , TCL Multimedia loss of HK $ 334 million during the reporting period , the Group's earnings into short board.

For the first half of the huge losses , TCL Multimedia gives many reasons : as growth in the domestic color TV industry predictions fell short of expectations and lead to increased pre-inventory ; LED growth to accelerate in the second quarter to focus on the older type LCD product inventory liquidation , an increase in cost of sales .

Many Chinese color TV manufacturers senior power just last month to issue such a sigh : " Domestic color TV had a hard time this year ." LCD panel prices in recent months due to the collective down , so that the domestic color TV inventory valuation loss products continue to increase . In fact, this year, the domestic color TV blindly optimistic consumer market , the domestic market has led to TV inventory living "high level ." In the first half of all losses TCL factors, from China, the biggest clean-up caused by the loss of inventory , but also because of the traditional CCFL -backlit LCD TV product inventory liquidation to be extended to August this year , therefore , the results for the third quarter remained TCL multimedia will be affected .

TV manufacturers collective price bleeding digest inventory

The main reason for this is the high inventory this year, the domestic color TV manufacturers to determine the deviation TV consumer market . According to Ovid Consulting statistics show that the first half of 2010 domestic retail sales reached 19.49 million color TV sets, an increase of only 28% , and 100% of the expected compared to the beginning of greatly reduced .

In order to meet the market in the first half of the season , beginning this year, the domestic color TV manufacturers have increased the overall CCFL LCD panel procurement scale , sufficient inventory reserve for the season , but half the size of the LCD TV market demand did not reach the expected level , which makes the the actual size of the enterprise and the ultimate anticipated gap, resulting in increased inventory CCFL LCD TVs .

If 500,000 units CCFL backlit LCD TV inventory, average per $ 200 valuation losses panel calculations, the domestic color TV manufacturers in each valuation loss will reach 100 billion yuan , because this part of the inventory panel TV is basically April Procurement the .

Major TV manufacturers are hoping July and August of the current inventory digest form , this year's " October" promotion is definitely LED TVs dominate the market , if manufacturers can not be digested stock CCFL backlight LCD TV , it may be in the "Eleventh " sales season dilemma : stock outstanding , LED TV can not rush markdowns , LED TV does not cut prices , must be to seize the opportunities of other manufacturers.

LED popularity wave poured into the market as early as the layout of early occupation

2010 LED LCD TV industry in China after entering mass production , the price began to walk , "the people of " consumer awareness gradually, begin to consider the scope of the ordinary into the family. PRC, according to statistics , January to May this year, China LED TV sales of 400,000 units, an increase of 8278.13% ; sales of 4.1 billion yuan , an increase of 3059.48% .

Peng Yu, director of the PRC, said "LED LCD TV will enter a period of robust growth ." Orville Consulting Research and Deputy Director Zhao Maojun that the first half of last year LED TV has just launched , the market has not been positive in the market introduction of the year last year sales are only 90 million units. But this year, LED TV market volume growth is expected annual sales expected to hit 5.5 million units.

TCL chairman Li Dongsheng , admits: "We did a bit slow LED layout last year, TCL Multimedia is only planning a LED product line , and the more high-end product line positioning product positioning earlier this year found a mistake , make a corresponding adjustment to delay the time ."

Earlier this year , TCL TV sales , LED sales accounted for only 2% , to June rose to around 8 % in July accounted for 10% . " Now the whole market LED sales accounted for nearly 20% , and we are fast improvement , the goal is to end in December , when , LED backlight accounts for about 30 percent of overall sales , it is estimated that the average level of the whole market is about 30 %, so in order to arrive at the end of the market average .

Skyworth Digital TV announced July sales data show that Skyworth Digital July domestic flat-panel TV sales reached 403,600 units, an increase of 9.8 % compared to the ring in June , but this growth is clearly established in the inventory liquidation ordinary LCD TVs. Because, Skyworth Digital domestic LED TV sales only 67,800 units in July , compared to the significantly reduced by 25% in June ; while LED TVs proportion of the total domestic sales of flat-panel TVs , from 24% in June , down to July 16.8%. SKYWORTHDIGITAL a middle said, according to the current promotional efforts , sales in a month at least 40 million units or more.

Is not just a recent survey of global TV shipments reported Chinese market , DisplaySearch recently released pointed out that the global LED -backlit LCD TVs shipped 3.6 million units on the basis of last year , this year with the continued decline in the price of LED backlight , LED backlit LCD TV shipments expected to reach 35 million units, accounting for 180 million units worldwide LCD TV 20 %.

The report further noted that in 2011 the use of large-size LED backlight panel shipments ratio will reach 56% , the traditional backlight panel shipments will decline to 44 percent by 2015 , LED panel shipments will reach 78% penetration rate .

Although the panel factory shipments under pressure , but the LED backlight manufacturers are usher in " Spring in March ." According to statistics, China LED TV market share will reach 60% next year , this growth rate is expected to clear early New Year approached . The Chinese color TV manufacturers LED TV supply chain structure and size remain at the beginning of underestimating the situation , so the LED backlight to quickly resolve the problem upstream supply chain is imperative TV manufacturers .