• Central & East Europe
  • Features

Broadband TV News

Independent. Since 2003

  • Home
  • Newsline
    • Platforms
      • Cable
      • Connected TV
      • IPTV
      • Satellite
      • Terrestrial
    • Technology
    • HDTV
    • Channels
    • On Demand/VOD
    • Distribution
    • Central & East Europe
    • Event Coverage
      • Calendar of Events
    • Regulation/Legal
    • Marketing
    • Columns
      • Briel On
      • Chris Dziadul Reports
      • Clover’s Week
    • People
    • Finance
  • Resources
    • White Papers
    • Download Presentations
  • Events
    • Events Diary
    • BTN Events
    • Events Coverage
    • Submit the details of your event
  • About
    • Contacts
    • Our Privacy Policy – Terms and Conditions
    • Editorial Calendar
    • RSS & Social Networking
    • Mobile
    • Logos and Pictures
  • Advertise
    • Media Info
    • Hosted Events
    • Roundtable Video
    • Roundup Video
    • Mechanical Data
    • Terms & Conditions
  • Subscribe

IHS Markit: Roku profits from US-China trade dispute

July 25, 2019 15.23 Europe/London By Broadband TV News Correspondent

In an unintended consequence of the US-China trade dispute, the North American television market has increased its adoption of smart TVs—particularly those based on the Roku TV operating system.

According to Paul Gray, Research Director, IHS Markit, Smart TVs in the first quarter of 2019 accounted for 89 percent of television shipments into North America, a record high for the region. This represents a significant increase from 75 percent during the first quarter of 2018.

Shipments of Roku-based sets represented 37 percent of the total North American smart TV market in the first quarter, up from 23 percent in the fourth quarter. This made Roku the top smart TV OS in the region in a given quarter for the first time since 2017. Roku’s North American market share stands out sharply compared to other regions, given that the OS holds only an 8 percent share of smart TV shipments worldwide.

Ironically, US-based Roku’s achievement is tied to the success of Chinese television makers—companies that are among the targets of US tariffs.

“Fears of increased tariffs arising from the US-China trade dispute spurred TCL and other TV brands reliant on Chinese manufacturing to increase shipments to North America in early 2019,” said Paul Gray, research director at IHS Markit.

“These companies hoped to build safety stocks and generate as much sales volume as possible before pricing was impacted by the tariffs. This strategy boosted sales of Chinese-made smart TVs during the quarter.”

Chinese smart TVs make extensive use of the Roku OS, in contrast to more established brand names, which often employ their own operating systems.

“The boom in Chinese TV sales put Roku at the top of the North American market for the first time since the third quarter of 2017,” Grey said.

“Roku outstripped Samsung’s Tizen and LG’s webOS because of the popularity of the low-priced Chinese smart TVs. In turn, Chinese TV prices dropped due to the unforeseen consequences of the tariff threats, leading to a short plunge in pricing.”

Overall, smart TVs have moved to center stage in the global television business. Xiaomi now leads TV shipments in China based of its internet services. Meanwhile, Samsung is increasingly building seamless Tizen apps that work with local pay TV services in Europe. These valuable features mean that for most consumers buying a non-smart TV is inconceivable.

As a result, IHS Markit has boosted its smart TV forecast. Smart TV shipments in all regions are expected to exceed 60 percent of total television shipments in 2023. In North America, Western and Eastern Europe, China and Latin America, smart TVs are forecast to rise to more than 85 percent of shipments in 2023.

  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)
  • Click to share on WhatsApp (Opens in new window)

Related

Filed Under: Connected TV, Newsline, Research Tagged With: IHS Markit, LG, Paul Gray, Roku, Samsung, smart TVs, Tizen, webOS Edited: July 29, 2019 09:21

Latest News

  • Disney reveals Star launch slate
  • New AMC channel for Spain
  • Swedish streaming market records 2020 record
  • Digital MIPTV expands its One-to-One Online distribution market
  • Film.ua joins anti-piracy grouping

White Paper

White Paper: An approach to implementing HbbTV on Android TV by Zattoo

By Broadband TV News Correspondent

HbbTV’s self stated goal is to “harmonize the broadcast, IPTV, and broadband delivery of entertainment to the end consumer through connected TVs and set-top boxes”.

Most Read

  • Court documents reveal cost of joining Apple TV platform
    Court documents reveal cost of joining Apple TV platform
  • WarnerMedia announces International HBO Max launch team
    WarnerMedia announces International HBO Max launch team
  • United Group/Telekom Srbija dispute involves Telenor
    United Group/Telekom Srbija dispute involves Telenor
  • Netflix ‘instant’ play goes global
    Netflix ‘instant’ play goes global
  • Discovery+ goes live in the UK
    Discovery+ goes live in the UK

Watch Video

About Us

Broadband TV News is the Industry’s No.1 Information Provider bringing news, analysis and comment on the delivery of digital television, around Europe and the World.

Broadband TV News

PO Box 499
Cambridge
United Kingdom
CB1 0AH
news@broadbandtvnews.com

Editions

  • Central & East Europe
  • Channels
  • Columns
  • Features
  • White Papers

Subscribe

Join over 40,000 readers to our Daily and Weekly emails. Complete the simple form to get the latest issue delivered direct to your inbox.

Click Here

Advertise with Broadband TV News

Broadband TV News offers a range of commercial possibilities from banner advertising to white paper hosting. Keep your brand at the front of buyer's minds.

Contact: Chris Griffin Commercial Director Tel: +44 7590 522475

Connect with Us

 

Copyright © 2021 Broadband TV News LLP · Log in

We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.OK