Shifts in TV Manufacturing and Market Dynamics

With the rise of cord-cutting and numerous streaming options, one might assume that the humble television set is on the verge of extinction. However, recent data from China presents a different narrative. Although TV sales volumes experienced a slight decline in 2024, revenue continued to surge. In contrast, projectors are witnessing a decline across the board. What is driving this trend? Is the television, once considered a relic of the past, actually undergoing a resurgence among young Chinese consumers? On the show: Heyang, Steve Hatherly & Yushan