Overview:
Global TV shipments grew both YoY and MoM in September 2026 as brands began ramping up shipments ahead of the year-end promotional season. The MoM increase largely reflects typical seasonality. September marks the start of the peak sell-in period, as brands build channel inventory for China’s National Day Golden Week and Double 11 (Singles’ Day), followed by Black Friday and holiday sales in North America and Europe. By region, Europe grew YoY, extending its run as one of the strongest-performing regions this year, as Chinese brands continued to expand overseas to offset weak domestic demand amid reduced trade-in subsidy support in China. In contrast, MEA declined YoY.