Q1'19 TV shipment analysis - TCL rises to #1 in North America
May 21, 2019
Global TV demand in Q1'19 saw moderate growth, better than expected. Ongoing trade issues between the US and China have resulted in some very unusual shipment patterns in North America, which has led to some stockpiling of inventory. In an effort to control that inventory, price erosion has been huge in the US, which has spurred a boom in sell-through.
TCL shipments to retailers in North America surged, with the brand overtaking Samsung for the top market share position on a unit basis in Q1'19, though Samsung maintained the top market share on a revenue basis.
The attached analysis takes a highlight look at the results from Q1 2019 shipments, and our take on what happened.