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keyword:Anita Wang53 result(s)

Press Releases
TrendForce Says Q2 Global Notebook Shipments Reached 38.86M; HP Reclaims Market Leadership


Consumer Electronics

The latest survey by the global market research firm TrendForce finds retailers’ stock up demand for new products sustained the notebook shipments this second quarter However, the excessively high inventory level in the European retail channels and the slow inventory clearance efforts led to the lower-than-expected shipment result of 3886 million units, or just a 11% growth versus the first quarter “Branded notebook vendors are now under greater pressure due to the weak shipments during this year’s first half,” said TrendForce’s notebook analyst Anita Wang “The second half will therefore be the crucial period when vendors will try to make a comeback They are expecting new notebooks with Windows 10 will help them gain market share in this period”  Wang also stated the lackluster shipments in this year’s first half have caused inventories to pile up Moreover, Microsoft’s subsidy program for Windows 10 only covers notebooks sized 14 inches and below New notebook models belonging to the mainstream 156-inch size category will have a higher license fee that will hurt their sales in the second half of this year TrendForce therefore estimates a 5% slide in the 2015 notebook shipments, down to 168 million units Display panel makers will also shift some of their notebook panel capacities to producing larger LCD monitor products due to the falling notebook demands Hence, TrendForce’s 2015 notebook panel shipment estimate has been marked down to 180 million units, a 62% year-on-year decline  Apple and HP made big advances during reshuffling of notebook shipment ranking in second quarter  HP recovered from its weak first-quarter shipment result and posted a 101% growth in the second quarter By making this turnaround during the downtrend period, HP retook the No 1 position in the notebook market HP’s official split-up into two companies this August will motivate its employees to work even harder, and the company will benefit from the ongoing stock up demand for new notebook models TrendForce therefore expects HP to remain as the market leader in the third quarter  Lenovo lost the top vendor title and retreated to the No 2 spot in the second quarter Besides experiencing setbacks in the smartphone market, Lenovo too faced falling notebook demand in Europe and rising inventories Instead of shipment increase, Lenovo posted a quarterly decline that reached 27%  Dell’s notebook shipments were driven by a modest growth in the North American consumer market It kept its No 3 market position with a 4% shipment increase in the second quarter  Apple’s notebook shipments were spurred by the market release of the new 12-inch MacBook Air and upgraded models of the Air and Pro series Apple also has the advantage of selling mainly in the US, which has a relatively stable economy and a strong currency These factors along with the first quarter’s low base period gave Apple a large 25% shipment growth in the second quarter and elevated its market ranking to No 4  The weak European demand also affected Taiwanese notebook vendors Asus and Acer Moreover, consumers are delaying their purchases as they wait for the launch of Microsoft’s Windows 10 in the third quarter and Intel’s Skylake CPU in the fourth With notebook purchases slowing down considerably in the second quarter, shipments dropped for Asus and Acer respectively by 18% and 82%  Japanese vendor Toshiba saw a large 29% decline in the second quarter because its new notebook products have yet to arrive Korean vendor Samsung continues to pursue on different notebook marketing strategy It targets the high-end commercial market with low-volume shipments of high-margin products Consequently, Samsung’s notebook shipments also kept falling the second quarter with a 404% drop 

Press Releases
TrendForce Expects Decline in LCD Monitor Shipments for 2015 to Reach 5% YoY Due to Lackluster Demands



WitsView, a research division of TrendForce, has revised the estimated shipments of LCD monitors for 2015 downward to a negative year-on-year growth of 5% This decline in shipments is based on three major factors Firstly, demands in the commercial market saw further decline instead of recovery during the first quarter Secondly, currency depreciation has severely affected Eurozone, Russia and the emerging markets Lastly, brand vendors are adjusting their product mixes to give priority to large-size and niche products, which do not contribute much to the shipment volume compared with other mainstream products  According to WitsView’s Research Manager Anita Wang, the commercial market slumped in the first quarter because the prior year’s replacement demand for commercial desktops failed to extend to this year’s first quarter as the market had hoped Consequently, monitor demands have been weakened Furthermore, the vendors in the downstream are facing rising set costs because of the wide slide of euro, Russian ruble and Brazilian real Although panel prices have been falling on a monthly basis, many brand vendors and sales channels have raised their products’ retail prices to offset the losses incurred by the high currency depreciation in the affected countries The price increases in turn have dragged down the stock-up in the channels as well as the end demands, leading to a weaker-than-expected LCD monitor demand during the first half of 2015  Moreover, many brand vendors are sticking with the strategy of maintaining profitability by promoting large-size and niche products And no other brands has done more in making this kind of product mix adjustments than Samsung In addition to raising the ratio for monitors sized 23 inches and above from 41% in 2014 to over 50% this year, the vendor is also aggressively promoting curved-screen LCD monitors, which represented 5% of its April shipments Samsung is currently the leader in brand penetration for curved-screen LCD monitors  Besides the demand situation in Europe and emerging markets made worse by currency depreciation, China’s internal demand has also shifted downward and its monitor market will not rebound anytime soon The US, by contrast, is experiencing an economic recovery that have stabilized monitor demands and kept up shipments ASUS and Acer, for example, achieved better shipment results in the US compared with other markets 

Press Releases
Dell Is Again at Top in Worldwide Monitor Shipment Rankings for 2014, TrendForce Reports


Display / Consumer Electronics

Due to shortages of panels in the mainstream size categories and rising panel prices, the worldwide LCD monitor shipments in 2014 totaled 1336 million units (AIO products excluded), a year-on-year decline of 66%, according to WitsView, a research division of TrendForce  “In some parts of the commercial market, monitors are bundled with desktops, so they are able to withstand the pressure from the rising panel prices,” said Anita Wang, Research Manager for WitsView “Vendors that mainly catered to the commercial market therefore performed better in 2014’s overall shipments,” Wang added Although the second half of 2014 was a peak period for the consumer market, some vendors could not fulfill orders because of panel shortages This awkward situation also deterred demands from growing in the consumer markets  Dell, HP, and Lenovo gained market shares while ASUS became the only Taiwanese brand to buck the declining trend  Dell was victorious in the battle over the leadership of the commercial monitor market The end of support for Windows XP generated a wave of replacement demand for commercial desktops, further provided a momentum for growth in monitor shipments In 2014, Dell occupied the top spot with 158% of the market share, a significant 2% increase compared to 2013  Monitor brand AOC/Philips, which is owned by TPV, reaped its rewards for efforts in China’s consumer market and Internet cafés AOC/Philips was the runner-up in the 2014 shipment rankings, shadowing Dell with 143% of the market share  Though Samsung has the honor of being the leader of the global monitor market for four consecutive years (2009-2012), its market share began to contract in 2013 as it shifted towards a more profit-driven strategy Samsung saw its market share reduced to 115% in 2013 and 116% in 2014, falling down to number three in worldwide shipments HP, which enjoyed steady demands from the commercial market, ranked fourth with 109% of the market share  Lenovo was also benefitted from the positive commercial market and was able to succeed in the fourth quarter shipment rush It managed to pushed aside LGE and moved into fifth place in the 2014 worldwide shipment rankings, with 97% of the market share  Among Taiwanese monitor vendors, ASUS had an extraordinary year based on its stage-by-stage planning It proactively developed the niche market, continued launching high-end models, and maintained a successful panel purchasing strategy Hence, it was able to have positive growth in shipments in the generally weak market during 2014   

Press Releases
TrendForce: LCD Monitor Shipments to Be Determined by Market Demand in 2015, Will Decrease by 1.3%



Panels were in uncharacteristically short supply in the LCD monitor market in 2014 As a result, panel manufacturers were unable to fully meet market demand TrendForce forecasts that total LCD monitor shipments in 2014 including all-in-one (AIO) PCs will be 150 million units, a year-on-year decrease of 51%  But in 2015, as supply increases, market demand will determine LCD monitor shipments, said Anita Wang, a research manager at WitsView, a division of TrendForce “The overall rate of decline in 2015 should be lower compared to this year,” she said Total LCD monitor shipments, including AIO PCs, are expected to reach 148 million units in 2015, an annual decrease of 13% over 2014 Of those shipments, LCD monitors will comprise 131 million units, a year-on-year decrease of 19% while AIO PCs will account for 17 million, an annual increase of 32%  In 2015, LCD monitor shipments will decline at a lower rate for three main reasons, Wang said Firstly, in 2014, LG and the Chinese brand, BOE, each added Generation 85 production line In 2015, BOE and CEC-Panda, another Chinese brand, will continue to add those production lines, which will increase LCD monitor supply With supply sufficient in 2015, shipments will become demand driven once again Secondly, the increase in panel supply will give brand vendors room to lower panel costs and prepare their promotional strategies for the peak season in the second half of the year Thirdly, because Microsoft stopped supporting Windows XP this year, businesses and government offices in North America are increasingly switching over to new PCs This will continue through the first half of 2015  Rising popularity of wide-viewing angle products will also be important to the development of the LCD monitor market in 2015 In 2014, wide-viewing angle LCD monitor penetration rate is expected to reach 29% WitsView forecasts panel manufacturers will continue adding supply of wide-viewing angle LCD monitor panels in 2015 Given the high consumer acceptance of wide-viewing angle LCD monitors, the penetration rate could reach 40-45% in 2015, Wang said  In 2015, a number of other LCD monitors will be launched Those include smaller sizes like the curved 236”W model and larger sizes like the curved 35”W model “While these products are still priced at a premium and available in low quantities, they can enrich the LCD monitor product lines and also help slow the speed of shipment decline,” Wang said   

Press Releases
TrendForce: LED Monitor Shipments Up 8% in September



LED monitor shipments among the top ten brands grew 8% on month in September, while the top ten SI makers’ shipments increased 58% during the same period, according to WitsView, a division of the Taiwan-based market intelligence firm TrendForce Compared to August, the top ten LED monitor brands all performed better in September, said Anita Wang, a research manager at WitsView “The baseline set for August was relatively lower, so by comparison, September looks better,” she said “Shipments also picked up in September as it was the last month of the third quarter and most vendors wanted to close out the quarter as strongly as possible”Retailers also increased inventory before China’s week-long October holiday and in anticipation of the peak-season fourth quarter in the United States and Europe, Wang added  The top ten SI makers' shipments also increased in September SI makers boosted production ahead of China's October holiday, when factories are closed, and prepared shipments bound for the Europe and the United States early to ensure they would clear customs in time for the holiday season However, since panel supply was tight, vendors’ costs increased As a result, they were unable to offer large discounts Those combined factors caused annual shipment growth in September to fall 59% for the top LED monitor brands and 123% for top SI makers  Currently, some main panel sizes remain in short supply They were intended to be delivered in the third quarter, but postponed until the fourth quarter, causing shipments in the July-September period to expand only 3%, below TrendForce’s predictions, Wang said While panel shortages are easing, it will be up to LED monitor brands to meet consumer demand in the fourth quarter to ensure growth, she added 

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