MOKA retains the top spot as the world's largest TV OEM factory, holding large orders from Xiaomi/TCL.

Luotu Technology released global TV OEM data for the first half of 2026, with the overall market growing only 0.3% year-on-year, showing a trend of strong performance in the first quarter and decline in the second.

Moka maintained its position as the world's top TV OEM, steadily securing orders from major brands such as Xiaomi, Samsung, and TCL.

In the first half of the year, global TV OEM shipments totaled 53.268 million units. The first quarter saw growth driven by overseas sports events and early stockpiling by brands, but orders turned to decline in the second quarter. Early stockpiling exhausted subsequent demand, coupled with rising raw material costs, making brands more conservative in ordering, leading to near-stagnant industry growth.

Moka shipped 7.59 million units in the first half, down 7.3% year-on-year, but still nearly 1.8 million units ahead of the second-ranked manufacturer, demonstrating a clear lead with stable monthly shipments exceeding one million units.

Its ability to maintain the leading position is primarily due to a solid customer base. In addition to major overseas clients like Xiaomi, Samsung, and LG, it also receives orders from its parent company TCL. This diversified customer base reduces the impact of fluctuations from any single brand.

Production capacity布局 also helped it withstand market pressure. With domestic factories complemented by overseas plants in Vietnam and Mexico, it adapts to delivery needs in different regions. A complete supply chain allows for cost control, giving it far stronger risk resistance than competitors.

This year, the industry's concentration trend is evident, with the top ten professional OEM factories accounting for 75.7% of total shipments, a share that continues to rise. Performance divergence among factories is significant: TPV's growth approached 50%, MTC and BOE saw slight increases, while factories like Foxconn and Innolux experienced sharp declines in shipments.

Changhong, as a brand-owned factory, has shipments close to TPV's, placing it in the second tier of the industry.

The industry outlook is not optimistic. Institutions predict a continued decline in OEM shipments in the second half, with full-year shipments expected to drop 1.1%, ending four consecutive years of growth. The domestic TV market is weak, coupled with persistently high upstream costs, further squeezing the survival space for small and medium-sized OEM factories.

Global professional TV ODM factory shipment rankings for the first half of 2026