Shenzhen Enrich Electronics Co.,Ltd

According to the data of Qunzhi Consulting's “Monthly Shipment Analysis Report of Global TV OEMs”, the shipments of 13 TV manufacturers in the world in July 2018 were 7.92 million units, an increase of 18.5% year-on-year and an increase of 8.2%. Driven by the arrival of overseas peak seasons, especially the arrival of the North American shipment season, most of the foundry manufacturers' shipments rebounded in July, driving the recovery of the overall OEM market.

Qunzhi Consulting predicts that the demand for OEM customers will increase significantly from August to September, but the performance of OEMs will be more differentiated: some manufacturers cannot add enough resources during the peak season because of the low level of inventory in the previous panel, and some manufacturers are also affected. Capital troubles require time to recover, and some manufacturers have difficulty completing orders. The advantages of the foundry manufacturers with the advantages of industrial chain integration during the peak season become more and more obvious.

The rankings of global TV foundries in July 2018 are as follows:

Foxconn (FOXCONN) shipments reached 1.45 million units, ranking first in shipments, up 8.5% year-on-year. Although Sharp's brand shipments have declined, Foxconn has maintained its number one shipment, driven by Sony's shipments.

TCL SCBC shipped 1.2 million units, ranking second, up 93.5% year-on-year. TCL SCBC has maintained strong shipments this year. The main size of the cooperation with Xiaomi is 32 inches, not only in domestic shipments, but also in the Indian market. In addition to the Asian region, other regions have grown steadily.

TPV shipped 1.1 million units, ranking third, down 14.5% year-on-year. In July, TPV shipments rebounded sharply from last month, up 26.4% from the previous month. The growth of customers' overseas shipments led to the growth of TPV shipments.

BOE GT (BOE VT) shipped 840,000 units, ranking fourth, down 3.4% year-on-year. Gaochuang mainly focused on profitability this year, and the growth in quantity slowed down. In July, shipments from Asia, North America and Western Europe increased year-on-year.

Huike (HKC) shipped 760,000 units, ranking fifth, up 136.8% year-on-year. Huike continued to maintain strong shipments. Domestic customers Haier and Xiaomi's shipments grew steadily, and shipments from overseas Middle East Africa and North America also increased significantly year-on-year.

Other TV OEMs, from Qunzhi Consulting's "Global TV OEMs Monthly Shipment Analysis Report" data, KTC (KTC) shipped 610,000 units in July, an increase of 67.1%; Zhaochi (AMTC) June Shipped 510,000 units, up 8.5% year-on-year; China New Technology (CNC) shipped 500,000 units in July, down 26.3% year-on-year; ColorExpress (ExpressLUCK) shipped 340,000 units in July, up 36.5% year-on-year; July Amtran shipped 260,000 units, a year-on-year increase of 31.3%. Kaiyue (SQY) 7 shipped 200,000 units, a year-on-year increase of 75.2%.