Based on a research report from CSC, the first half of 2026 will witness a modest resurgence in global TV demand, albeit with notable regional variations. The European and American markets are expected to see a sluggish recovery, whereas emerging markets are projected to experience substantial growth. The domestic market, on the other hand, will undergo inventory reduction, leaning heavily on structural enhancements. Regarding panels, while shipments are set to decrease, the area will expand, accompanied by an uptick in the average screen size. Manufacturers from the Chinese mainland are anticipated to capture over 70% of the market share, with BOE and TCL CSOT emerging as the frontrunners. The competitive landscape will skew towards the top echelon, with a marked divergence between Chinese and Korean brands. TCL and Hisense are poised to achieve concurrent growth in both market share and profitability through their strategies of premiumization and globalization. On the product front, large screens and MiniLED technologies are set to become mainstream trends, with Chinese brands securing an early foothold. Panel prices are expected to drop in the third quarter, easing cost burdens. In the medium to long term, Chinese panel manufacturers and black home appliance brands still have ample opportunities for growth in terms of market share and profitability.