In the short-to-medium term Omdia also does not expect there to be a considerable impact on US TV demand from tariffs. Healthy inventory levels and the presence of assembly operations in Mexico – which benefits from a 0% TV import tariffs – are helping brands mitigate potential risks.<\/p>\n
Additionally, several factors will offset the potential negative impacts on the US market over the long term:<\/strong><\/p>\n \u2022\u00a0Consumers who typically purchased TVs shipped directly from China continue to have ample choice, by switching to alternative brands or screen sizes. \u201cHowever, these combined factors may yet result in changes to screen size dynamics and brand market shares, depending on capacity restraints, shipping costs, and strategic decisions made over the coming months,\u201d said Rubin.<\/p>\n Japan was the only region to see a fall in shipments, down 9.2% year-on-year. A notable drop in interest for OLED TVs has significantly impacted the market, with OLED shipments falling over 50% year-on-year. Weaker consumer confidence has suppressed the demand for premium technologies, a sharp contrast to Western Europe, where OLED shipments grew 18% year-on-year despite similar macro-economic challenges. Globally, OLED shipments increased 11%, marking the fourth consecutive quarter of growth.<\/p>\n","protected":false},"excerpt":{"rendered":" New analysis from Omdia\u2019s quarterly TV sets market tracker reveals steady growth in 1Q25, defying concerns over tariff-related disruptions, with global shipments rising 2.4% year-on-year. Stable demand from Western Europe and North America combined with government incentives in China helped offset softer conditions in Japan. According to\u00a0Omdia\u2019s latest TV Sets (Emerging Technologies) Market Tracker: History […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14083],"tags":[],"class_list":{"0":"post-355665","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-technology-industry-news"},"_links":{"self":[{"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/posts\/355665","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/comments?post=355665"}],"version-history":[{"count":0,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/posts\/355665\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/media?parent=355665"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/categories?post=355665"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyforyou.org\/wp-json\/wp\/v2\/tags?post=355665"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n\u2022\u00a0Major brands and OEMs maintain significant assembly capacity in Mexico, where tariffs remain at 0%. This not only benefits the larger players but also creates opportunities for smaller brands to capitalize on the favorable trade environment.
\n\u2022\u00a0The US government appears to be adopting a more moderate stance on tariffs, with most global tariffs now in the 10-15% range, making assembly in countries like Vietnam viable again. Prospects of a trade agreement with China also highlight decreasing volatility.<\/p>\n\u00a0In China, the government\u2019s \u2018Swap Old for New\u2019 stimulus program continues to boost domestic demand, contributing to 3.3% year-on-year growth in 1Q25. However, this initiative is set to expire later this year and is effectively pulling forward future demand. Similarly, the 9.2% year-on-year growth in Latin America & the Caribbean is primarily due to short term measures. Brands have been accelerating higher shipment levels to the region in anticipation of possible US trade disruptions, rather than in response to strong local demand.<\/p>\n