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Tariff Dynamics May Shift US Market Share in Favor of South Korean TV Brands, Says Omdia

1. TV brands may face growth disruptions due to geopolitical tensions. 2. Samsung and LG are set to gain US market share over Chinese competitors.

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FAQ

Why Bearish?

The geopolitical tensions and tariff changes could harm the overall market, impacting TTGT's operational conditions.

How important is it?

The article's insights on market dynamics may indirectly affect TTGT’s competitive environment.

Why Short Term?

Market conditions could rapidly change in response to geopolitical developments affecting shipping and tariffs, influencing TTGT in the near term.

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LONDON--(BUSINESS WIRE)-- #LG--Omdia's TV Display & OEM Intelligence Service reveals that leading US TV brands were poised for aggressive shipment growth in 2025 (see Figure 1), however, shifting geopolitical tensions and tariff changes are set to dramatically alter the competitive landscape of the US TV market. With their expansive manufacturing capacities in Mexico, Samsung and LG are positioned to gain US market share from Chinese brands like Hisense and TCL, whose growth could be stymied by t.

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