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Supply Chain:

For Chinese brands, on one hand, were influenced by the market decline, on the other hand, were influenced by the global top brand decreasing demand behavior, panel procurement demand generally tightened in April. According to Sigmaintell data, the panel procurement volume of TOP7 brands in China was close to 6.82 million units in April, the same as the same period last year. Because the global LCD TV panel supply and demand environment continued to be loose, panel prices maintained a downward trend in Y22Q2. Although some Chinese TV brands need to prepare for the "6.18" stocking, the procurement strategy is still conservative.

Brand analysis:
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TV Set Shipment：

The market demand in China in April was obviously affected by the epidemic factors, economic vitality declined, the overall consumption power was suppressed, the market demand is in a downward trend, and it is difficult to get an effective recovery in the short term. Although the government tries to issue consumption rolls to stimulate consumption in cities such as Shenzhen, the effect is not obvious, and overseas markets are affected by war, inflation, and other factors, the demand also shows a decline. According to Sigmaintell statistics, in April, the seven major brands in China shipped 6.9 million TVs, a decrease of 9% YoY; 4.6 million units shipped for export, a decrease of 5% YoY, and 2.25 million units shipped for domestic sales, a decrease of 18% YoY. Chinese market ushered in the "618" in Q2, but Due to the impact of the epidemic consumption power decline, market demand is still in the doldrums, with more spending on rigid necessities. Overseas market demand is also facing huge challenges.

Brand analysis:
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Inventory Status：
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