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TCL、海信、三星、LG在2025年CES展分别推出新品,国牌聚焦大屏MiniLED,韩牌押注OLED
TCL、海信、三星、LG在2025年CES展分别推出新品,国牌聚焦大屏MiniLED,韩牌押注OLED
行业数据
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图片格式:PNG
图片大小:328KB
图片尺寸:2330*1258
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所属报告:
黑电行业系列深度报告(二)估值篇:彩电三大周期论长看技术迭代、中看竞争格局、短看面板波动-250210(34页).pdf
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相关数据
CES调查样本中不同规模企业的覆盖率情况
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市场规模
2026-07-06
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在同意参与CES的企业中,1981年至2026年调查中各月月度收集率
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行业数据
2026-07-06
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图表322024年MiniLED出货量已经超越OLED
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行业数据
2026-07-03
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图表202024年全球OLED显示面板产值下游应用结构
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行业数据
2026-07-03
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2024年全球OLED显示面板产值下游应用分布
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行业数据
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中国MiniLED彩电销量规模及份额走势
fCDml7bpl7QgICB8IOmUgOmHj++8iOS4h+WPsO+8iSB8IOmUgOmHj+S7vemine+8iCXvvIkgfAp8LS0tLS0tLS18LS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLS18CnwgMjAyNVExIHwgMTc1ICAgICAgICAgIHwgMjIgICAgICAgICAgIHwKfCAyMDI1UTIgfCAyMzUgICAgICAgICAgfCAzMCAgICAgICAgICAgfAp8IDIwMjVRMyB8IDE4MCAgICAgICAgICB8IDI2ICAgICAgICAgICB8CnwgMjAyNVE0IHwgMzAwICAgICAgICAgIHwgMzggICAgICAgICAgIHwKfCAyMDI2UTEgfCAyMzAgICAgICAgICAgfCAzNSAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5aWl57u05LqR572R77yM6LSi5L+h6K+B5Yi4
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竞争格局
2026-06-26
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2025中国MiniLED电视量渗透率大幅提升
fCDlubTku70gfCBNaW5pTEVE6Zu25ZSu6YeP5Y2g5q+UIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tfAp8IDIwMjEgfCAwLjIwJSAgICAgICAgICAgICB8CnwgMjAyMiB8IDEuMTAlICAgICAgICAgICAgIHwKfCAyMDIzIHwgMyUgICAgICAgICAgICAgICAgfAp8IDIwMjQgfCAxOCUgICAgICAgICAgICAgICB8CnwgMjAyNSB8IDMxLjgwJSAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8muWlpee7tOedv+ayg+OAgeWNjuazsOeglOeptg==
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2026-06-09
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2026年全球MiniLED电视渗透率有望超过10%
fCDlubTku70gICB8IOWFqOeQg01pbmlMRUTlh7rotKfph4/ljaDmr5QgfAp8LS0tLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18CnwgMjAyNCAgIHwgMy4zJSAgICAgICAgICAgICAgICAgIHwKfCAyMDI1ICAgfCA2LjglICAgICAgICAgICAgICAgICAgfAp8IDIwMjZFICB8IDEyLjglICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJpUcmVuZEZvcmNl44CB5Y2O5rOw56CU56m2
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行业数据
2026-06-09
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图表772024年40-48周国内MiniLED电视销量海信
fCDlk4HniYwgICB8IOmUgOmHj+WNoOacieeOhyB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS18Cnwg5rW35L+h57O7IHwgMjYuOTMlICAgICB8Cnwg5ZOB54mMMiAgfCAyMi44MSUgICAgIHwKfCDlk4HniYwzICB8IDIxLjQzJSAgICAgfAp8IOWTgeeJjDQgIHwgMTMuNTclICAgICB8Cnwg5ZOB54mMNSAgfCA0LjM2JSAgICAgIHwKfCDlk4HniYw2ICB8IDMuMzUlICAgICAgfAp8IOWTgeeJjDcgIHwgMS45NSUgICAgICB8Cnwg5ZOB54mMOCAgfCAxLjQyJSAgICAgIHwKCui1hOaWmeadpea6kO+8muWlpee7tOS6kee9keOAgei9rOW8leiHquinhuWQrOWciOWFrOS8l+WPtw==
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行业数据
2026-05-25
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图表62MiniLED电视全球出货量占比
fCDlubTku70gICB8IOS4ieaYnyAgfCDmtbfkv6EgIHwgVENMICB8IOWFtuS7liAgfAp8LS0tLS0tLS18LS0tLS0tLXwtLS0tLS0tfC0tLS0tLXwtLS0tLS0tfAp8IDIwMjHlubQgfCA4MCUgICB8IDAlICAgIHwgMTglICB8IDIlICAgIHwKfCAyMDIy5bm0IHwgNzUlICAgfCAxJSAgICB8IDE1JSAgfCA5JSAgICB8CnwgMjAyM+W5tCB8IDM5JSAgIHwgMjclICAgfCAyNSUgIHwgOSUgICAgfAp8IDIwMjTlubQgfCAyMCUgICB8IDI0JSAgIHwgMjYlICB8IDMwJSAgIHwKCui1hOaWmeadpea6kO+8muaXpee7j+S4reaWh+e9keW8leeUqGNvdW50ZXJwb2ludCByZXNlYXJjaO+8jOWNjuWIm+ivgeWIuA==
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行业数据
2026-05-25
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图表30中国MiniLED线上市场电视主流尺寸均价
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行业数据
2026-05-25
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图表59韩企主导全球OLED行业格局
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竞争格局
2026-05-25
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图表75中国MiniLED线上市场主流尺寸均价变化
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行业数据
2026-05-25
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图表74国内线上MiniLED渗透率
fCDml7bpl7QgICB8IE1pbmkgTEVE5riX6YCP546HIHwKfC0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS18CnwgMjRRMyAgIHwg57qmMTklICAgICAgICAgIHwKfCAyNFE0ICAgfCDnuqYzMiUgICAgICAgICAgfAp8IDI1UTEgICB8IOe6pjI2JSAgICAgICAgICB8CnwgMjVRMiAgIHwg57qmMzUlICAgICAgICAgIHwKfCAyNVEzICAgfCDnuqYzMCUgICAgICAgICAgfAp8IDI1LjEwICB8IOe6pjQzJSAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlpaXnu7TkupHnvZHvvIzljY7liJvor4HliLg=
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行业数据
2026-05-25
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图表242024年MiniLED出货量已经超越OLED
fCDlubTku70gfCBNaW5pIExFROeUteinhu+8iOS4h+WPsO+8iSB8IE9MRUTnlLXop4bvvIjkuIflj7DvvIkgfCBPTEVE5riX6YCP546H77yIJe+8iSB8IE1pbmkgTEVE5riX6YCP546H77yIJe+8iSB8CnwtLS0tLS18LS0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS18CnwgMjAyMSB8IDIyMCAgICAgICAgICAgICAgICAgfCA2NjAgICAgICAgICAgICAgIHwgMy4yICAgICAgICAgICAgIHwgMS4wICAgICAgICAgICAgICAgICB8CnwgMjAyMiB8IDI3MCAgICAgICAgICAgICAgICAgfCA2OTAgICAgICAgICAgICAgIHwgMy40ICAgICAgICAgICAgIHwgMS4zICAgICAgICAgICAgICAgICB8CnwgMjAyMyB8IDQyMCAgICAgICAgICAgICAgICAgfCA1NTAgICAgICAgICAgICAgIHwgMy4wICAgICAgICAgICAgIHwgMi4yICAgICAgICAgICAgICAgICB8CnwgMjAyNCB8IDgzMCAgICAgICAgICAgICAgICAgfCA3MTAgICAgICAgICAgICAgIHwgMy4zICAgICAgICAgICAgIHwgNC41ICAgICAgICAgICAgICAgICB8CnwgMjAyNSB8IDEwNTAgICAgICAgICAgICAgICAgfCA3MDAgICAgICAgICAgICAgIHwgMy42ICAgICAgICAgICAgIHwgNS4zICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrooYzlrrbor7QgZGlzcGxheSDjgIoyMDI1IE1MRUQg5raI6LS55LiO5rG96L2m5bqU55So6LCD56CU55m955qu5Lmm44CL77yM5Y2O5Yib6K+B5Yi4
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行业数据
2026-05-25
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全球全年龄段奶粉市场规模(亿美元)
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2026-07-30
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总结来说,由于中国通过 10.5 代线建立起来的面板供应成本优势超于韩国的 8.5 代线,三星、LG被迫退出面板产能,随后在供应链压力下主动选择退出部分电视整机中低端市场,将资本开支和研发重心投入到新技术上以追求在和中国品牌竞争中取得优势地位。因此可以预见未来韩系品牌有动力加速下一代OLED、Micro电视的开发,或将持续退出中低端LCD产品竞争。CES 展会的品牌推新也可以印证这一点,三星 S95F、S90F 和 S85F 三个新系列的 OLED 产品,以及 4k Q90F 的 Micro 新品。LG 宣布今年会推出尺寸从 42 英寸到 95 英寸的 OLED 电视,包括 M5、G5、C5 和 B5 系列等。
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黑电行业系列深度报告(二)估值篇:彩电三大周期论长看技术迭代、中看竞争格局、短看面板波动-250210(34页).pdf
TCL在东南亚抢占日韩品牌份额(%)
TCL在北美积极拓展中高端渠道
中国大陆企业不断增加10.5代线面板产能
2016年以来,日韩面板产能在不断退出
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