In the ever-evolving landscape of the 2024 TV market, notable shifts have emerged. Online sales data underscores the increasing prominence of sub-brands, with some new players seemingly focused on achievements beyond mere sales figures.
According to data from Aowei Cloud Network, the top 5 brands in online TV sales from January to February were Hisense (15.57%), Xiaomi (14.83%), Skyworth (11.62%), Vidda (11.21%), and TCL (10.64%). Notably, Vidda, a sub-brand, made its mark alongside its parent brand Hisense, securing a spot in the top five.
In addition to the Hisense+Vidda combo, other major players like Xiaomi, Skyworth, and TCL have also leveraged their sub-brands. Xiaomi's sub-brand Redmi captured 8.67% market share, Skyworth's sub-brand Coocaa held 5.68%, and TCL's sub-brand Raybird claimed 5.04%.
In terms of brand combinations, Hisense+Vidda leads with a 26.78% market share, followed by Xiaomi+Redmi at 23.5%, Skyworth+Coocaa at 17.3%, and TCL+Raybird at 15.68%.
It's evident that Hisense's strong lead is largely attributed to the outstanding performance of Vidda. Currently, the top four brands in the industry maintain their positions firmly, thanks in part to their successful sub-brands.
Huawei Smart Screen, appearing in a new product category, holds a 2.56% online sales market share, ranking 11th. It's trailing 0.63 percentage points behind the 10th-ranked Konka, but leading Haier TV, ranked 12th, by 0.79 percentage points. This suggests that Huawei Smart Screen already has the potential to break into the top ten in the online market.
Ding Tech believes that Huawei Smart Screen may not necessarily focus on high sales volume in the future. Its true value lies in setting industry benchmarks and paving the way for Huawei Hisilicon's solutions. In fact, some products from brands like Haier, Changhong, and Konka have already started adopting Huawei Hisilicon's media solutions.
At AWE2024, Hisilicon launched a series of solutions for 8K/4K/2K TV products, including the T900, T800, T600, and T300 series. Among them, the flagship T900 solution, powered by the Hisilicon flagship TV SOC V900x, combines connectivity with Hisilicon Link, Xingguang, Wi-Fi, vision, and display chips. It not only provides 8-core A73 CPU performance and 4K/2K 240Hz high refresh rates, AI computing for audio and video, but also integrates AI visual perception with A-camera and Xingguang sensing for new interactive experiences like Xingguang directional remote control.
Of course, for the Honghu plan to garner more orders, it needs the support of more TV companies beyond just Haier, Changhong, and Konka, including domestic first-line TV enterprises such as Hisense, Skyworth, TCL, Xiaomi, and others. Although it's challenging for these companies to widely adopt the Honghu plan due to various constraints, it's still highly probable that Hisilicon will make significant strides in the audiovisual field in the future, including TV and projection.
Therefore, the Huawei Smart Screen is not just a simple TV product. It is not only a component of Huawei's 1+8+N full-scenario ecosystem but also provides a "template value" for the adoption of Hisilicon solutions in products of more brands.
