Global TV shipments up rapidly

Global TV shipments improved a robust 11 percent Y/Y to 47.5M units in Q2'08, which was up 3 percent Q/Q, with better than expected shipment growth in North America.

LCD
TV was once again a hot technology, rising 47 percent Y/Y to 23.7M
units. Plasma TV exhibited even stronger growth, rising 52 percent
Y/Y to 3.4M units, thanks largely to the reintroduction of 32"
into the North American market and wider availability of 1080p
models.
Globally, flat panel TV share rose from 52 percent in
Q1'08 to 57 percent in Q2'08 as LCD regained unit share lead from
CRT, climbing to nearly 50 percent of all TV shipments worldwide.

LCD TV took share from other
technologies in all regions, except Japan, rising to a record 49.8
percent unit share. Developed regions like North America, Japan and
Western Europe already have very high levels of LCD TV share at 80
percent, 85 percent and 87 percent, respectively. Developing regions
are continuing to see a quickening transition from CRT to LCD, mostly
at smaller screen sizes, as flat panel TV prices fall more rapidly.
Currently, LCD TV accounts for 28 percent of TV shipments in
developing regions. Samsung expanded its leading global LCD TV
shipment share to a record 20.4 percent with Sony #2 at 13 percent
and LGE #3 at 10 percent.
On a brand basis, Samsung was the global
brand share leader in revenues for the 10th straight quarter,
expanding their share to a record 22.8 percent, more than 10 share
points higher than #2 Sony, on robust 52 percent Y/Y growth.
Samsung
also had the top ranking on a unit basis and led both LCD and MD RPTV
on a unit and revenue basis. Sony was #2 on a revenue basis for the
fourth straight quarter with very strong Y/Y growth, but declining in
share slightly to 12.5 percent. LGE remained #3 with its share nearly
unchanged at 11.5 percent, and they led in global CRT shipments.