consumer electronics · 2016-06-14 · 110) v' samsung cites doubled 4k tv forecast as makers...

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Consumer Electronics 1 Jitendra Waral, BI Asia Technology Analyst [email protected] February 2014

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Page 1: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

Consumer Electronics

1

Jitendra Waral, BI Asia Technology Analyst [email protected] February 2014

Page 2: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

China’s LCD Underdogs Challenge Asian Giants on 4K TVs

Page 3: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

China Leading Larger LCD/4K Capacity Ramp

Page 4: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

Larger Size TVs Growing Rapidly

Page 5: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

Pricing More Important for 4K TV Adoption vs. Content

Page 6: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

China’s Capacity Adds Fuelling Price Drop, 4K Adoption

Page 7: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

Price Competitiveness Poses Market Share Challenges from China

Page 8: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

China LCD Panel Makers’ Growth to Surpass Asia in 2014

Page 9: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

Japanese Electronics Makers Diversifying – Execution Key for 2014

Page 10: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

Panasonic, Corning Betting on Automotive For Growth

Page 11: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

IGZO Adoption Key for Sharp’s Revival

Page 12: Consumer Electronics · 2016-06-14 · 110) v' Samsung Cites Doubled 4K TV Forecast as Makers Add More Models 111b/ Panasonic, Corning Target Autos for Growth, Unlike Sony, Sharp

Japan Display IPO: Smartphone Growth, Diversification is Key