VT Professor

Is it Time For Consolidation in the TV Industry?

The big boys (Sony, Sharp, Samsung & etc) are positioned well via vertical integration and huge investments in technology. These smaller, off brand names, are simply capturing share through price points....It won't last. Their logistics systems are inferior and their means of sourcing product as a primary strategy will never get them much more than a "me too" product. If some of the smaller companies merge, there won't be much synergy....Just two small companies without real direction becoming a bigger entity without direction, and twice the problems (& cost). The big boys all know these facts & this is why they aren't making any real efforts to consolidate....They'll just wait them out, or "die on the vine" as they say. It will take some time, though.