[新着] Q4’24世界プレミアムTV出荷数は前年比51%増~Samsungが首位、TCLがLGを抜いて第2位に浮上 ※全文和訳中
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冒頭部和訳
- Q4’24世界TV出荷数は前年比2%増で3四半期連続の前年比増となった
- プレミアムTV出荷数は前年比51%増、QD LCD TVとMiniLED LCD TVが引き続き増加した
- TCLがプレミアム部門で急成長し市場シェア20%を獲得、LGを抜いて第2位に浮上した
- 北米でプレミアムTV販売が多いTVメーカーに対するトランプ関税の悪影響が懸念される
Counterpoint Researchが先日発刊した Quarterly Global TV Display Shipment and Forecast Report によると、Q4’24の世界TV出荷数は前年比2%増の6100万台に達した。2024年の年間TV出荷数は2億3000万台に到達、こちらも前年比2%増となった。大半の地域が成長を示す一方、日本は前年比15%減、アジアは前年比4%減とTV市場が縮小している。Q4’24はSamsungがシェア16%で首位を維持、第2位のTCLがシェア14%でSamsungを猛追している。Hisenseはシェア12%で第3位、LGはシェア10%で第4位を維持し、前年同期と同様の結果となった。
Global Premium TV Market Grew 51% YoY in Q4 2024; Samsung Leads, TCL Surpasses LG to Take Second Spot
- Global TV shipments in Q4 2024 grew 2% YoY, the third consecutive quarters of YoY increases.
- Premium TV shipments grew 51% YoY, QD LCD and Mini LED LCD TVs continued to rise.
- TCL grew rapidly in the premium sector, surpassing LG to take 2nd place with 20% market share.
- Concerns about negative impact on TV makers with large sales of premium TVs in North America due to ‘Trump tariffs’.
Global TV shipments in Q4 2024 grew 2% YoY to reach 61 million units, according to the Quarterly Global TV Display Shipment and Forecast Report released by Counterpoint Research recently. Annual TV shipments in 2024 reached 230 million units, also up 2% YoY. Most regions showed growth, but Japan and Asia showed a shrinking TV market, declining 15% and 4% YoY, respectively. Samsung maintained its top spot in the market with a 16% share in Q4 2024, but TCL was in hot pursuit of Samsung, taking second place with a 14% share. Hisense took third place with a 12% share while LG maintained its fourth place with a 10% share, similar to the same period last year.
Shipments of premium TV models, consisting of QD-MiniLED, QD-LCD, NanoCell, LCD 8K, QD-OLED, WOLED and MicroLED TVs, grew 51% YoY to reach a record high. For the full year 2024, the shipments were up 38% YoY.
As Chinese brands intensified their attacks on the premium market, which is expected to show high growth, Samsung's market share fell to 29%, down 12 percentage points YoY. On the other hand, TCL shipped more than twice as many premium TVs YoY, surpassing LG to take second place in the premium market.
In the premium TV market, shipments of MiniLED LCD TVs grew by more than 170% YoY, surpassing OLED TV shipments since the second quarter. QD-LCD TVs also grew by more than 46%, exceeding 5 million units for the first time in terms of quarterly shipments. Counterpoint Research researcher Calvin Lee said, “If the Trump administration’s ‘tariff bomb’ is implemented, Mexican-produced TVs will also be affected by the 25% tariff on Mexico. In particular, South Korean companies that account for a large portion of the North American premium TV market are expected to be affected more. Therefore, countermeasures are urgently needed to prepare for each situation.” According to Counterpoint Research’s Quarterly Global TV Display Shipment and Forecast Report, South Korean companies held an overwhelming position in the North American premium TV market in 2024, recording a 53% share in terms of sales.