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Cymer Inc. Message Board

  • jamulmike jamulmike Jul 23, 2012 10:20 AM Flag

    TV: “only Samsung and LG were profitable”

    Guess what?
    Both are AMOLED leaders (ok, ok,... LG uses stupid AMOLED BLU)!
    Based on what I’ve seen, both are Smart TV leaders, too!
    Can you say Mother of All Paradigm Shifts?
    In ’13, the floodgates open!!!
    A tsunami of SSS/AMOLED/shrink gadgets!!!

    Samsung Extends Global LCD TV Lead In Weak Market
    Fri, Jul 20 2012

    Posted 07/20/2012 05:27 PM ET

    Samsung Electronics extended its lead in the worldwide LCD TV market in the first quarter, while the overall market shrank, research firm IHS iSuppli reported Friday.

    South Korea-based Samsung shipped 8.2 million LCD TVs in Q1, up 6% from Q1 2011. Meanwhile, overall LCD TV shipments fell 0.4% to 44.4 million units.

    Samsung accounted for 19% of global LCD TV shipments in Q1, up from 18% a year earlier and even with its fourth-quarter 2011 market share.

    "Through good times and bad for the LCD TV market, Samsung is able to hold onto its lead in shipments because of the company's global reach, competitive pricing and the internal control of its supply chain," IHS analyst Tom Morrod said in a statement. "Samsung has shown the capability to adjust to even the weakest of market conditions as it benefits from consumer spending on virtually any format of TV while maintaining profitable operations, which has been a major challenge for many other manufacturers."

    Samsung maintained an operating profit margin of 5% in its overall television business in the first quarter.

    Of the top five vendors in LCD TVs, only Samsung and LG Electronics were profitable in the business, IHS reported. No. 2 vendor LG Electronics, also of South Korea, made a profit margin in its TV division of 4.4%, IHS says. Meanwhile, other top brands like Sony (SNE) are trying to rein in their money-losing TV operations.

    LG grabbed 13% of global LCD TV shipments in the first quarter. Its TV shipments rose 2% year over year. The rest of the top five — Sony, Toshiba and Sharp — saw their TV shipments fall 13%, 19% and 26%, respectively.

    Liquid crystal display (LCD) televisions accounted for 87% of TV revenue, a record high, in Q1.

    Irvine, Calif.-based Vizio reclaimed the No. 1 spot for LCD TV shipments in the U.S. in Q1, one year after falling to second place behind Samsung. Vizio shipped 1.21 million LCD TVs domestically in the first quarter, for 18.5% market share. Samsung shipped 1.16 million LCD TVs, for 17.6% market share.

    The U.S. market for LCD TVs, however, fared worse than the global market, with shipments down 13.8%. Only No. 3 vendor LG was able to increase year-over-year shipments, posting a 5% gain. Vizio and Samsung saw their U.S. LCD TV shipments decline 22.2% and 8.7%, respectively.,yahoo