Since the beginning of this year, despite experiencing a fluctuating tariff storm, the production base and sales area of TV factories have already been appropriately matched. Overall, shipments from TV contract manufacturers worldwide, including China, Mexico, and Vietnam, have remained relatively stable and slightly increased.

According to data from RUNTO Technology, within the statistical scope, the total shipment volume of top 10 professional ODM factories in April 2025 increased by 2.4% compared to the same period last year, and also increased by 4.1% compared to March, continuing the continuous growth trend since the beginning of this year.

However, from January to April, the year-on-year growth rates for each month ranged from a relatively low 1% to 7%. This also reflects to some extent that the global TV terminal consumer market is not very prosperous.

Among the 10 professional factories within the statistical scope, six increased year-on-year and four decreased in April. Among them, the growth rates of TPV (Crown), HKC (Huike), and BOE VT (Video) exceeded 10%.

--MOKA shipped approximately 1.38 million units in April, ranking first in the global TV contract manufacturing market that month, with a year-on-year growth of 7.8%. Maojia has consistently performed well in the market in recent years, with monthly shipments exceeding one million units in the first four months of this year. As of April, the cumulative shipments have increased by 12.4% compared to the same period in 2024. TCL Group's own brands have also performed well in the domestic market in China. From January to April, the cumulative shipment of TCL series brands in the Chinese television market was nearly 2.6 million units, ranking first in the industry, with a significant increase of 20.2% compared to the same period last year.

--KTC (Kangguan) shipped approximately 980K units in April, rising from sixth in March to second in the ranking of professional contract manufacturers, with a significant increase of 55.6% compared to the previous month. The cumulative shipment volume from January to April this year is close to 3 million units, an increase of 15.2% compared to the same period last year.

--AMTC (Zhaochi) shipped approximately 900K units in April, ranking third among professional contract manufacturers, with a year-on-year increase of 1.3%. Its complete machine factory in Vietnam, which mainly faces the North American market, has been in mass production for over a year. In early April, it was slightly affected by "equivalent tariffs", but after announcing a 90 day suspension of tariffs in the United States, shipments returned to normal.

--TPV shipped approximately 860K units in April, ranking fourth among professional contract manufacturers. As a former TV contract manufacturer, we finally experienced a rare month on month growth in April, with increases of 10.9% and 48.7% respectively. The increase mainly comes from domestic main customers Hisense and Skyworth, both of which have double-digit year-on-year growth rates; Meanwhile, overseas customer Element has been shipping since the second half of last year, with a monthly shipment volume exceeding 100K units. The combined shipment volume of self owned brands Philips and AOC increased by 32.6% month on month in March, but still decreased by 11.7% year-on-year.

--HKC (Huike) shipped approximately 800K units in April, ranking fifth among professional contract manufacturers, with year-on-year growth of 21.2% and 9.6%, respectively.

--BOE VT (Video) shipped approximately 690K units in April, ranking sixth among professional contract manufacturers, with year-on-year growth of 11.5% and 5.0% respectively. Domestic customers Xiaomi, overseas customers Vizio, and LGE have made significant contributions.

--Express Luck shipped approximately 680K units in April, ranking seventh among professional contract manufacturers, with a year-on-year decrease of 15.1% and 20.9%, respectively.

--Foxconn shipped approximately 410K units in April, ranking eighth among professional contract manufacturers. Although it increased by 5.1% year-on-year, it decreased by 22.6% compared to the previous month.

--Innolux ranks tenth in the professional OEM series, with a monthly shipment of only 120K units, a significant decrease of nearly 30% year-on-year, ranking among the top in terms of decline.