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keyword:Caroline Chen28 result(s)

Press Releases
TrendForce: Competition to Intensify in Flagging Mobile PC Market in 2015

2014/11/27

Consumer Electronics

Notebook computer shipments will grow 06% in 2015 to 1746 million units, while tablet computer shipments will decline 35% to 1856 million units, according to TrendForce, a Taiwan-based market intelligence firm Notebook manufacturers largely vied for market share this year by slashing prices, said Caroline Chen, a notebook analyst at TrendForce Business procurement of notebooks was also stable in 2014 as companies upgraded their laptops, she said In 2015, TrendForce expects a more diverse array of products will enter the notebook market along with a new operating system Facing intense competition from smartphones – phablets, in particular – and low-priced notebooks, tablets could eventually be forced out of the market unless manufacturers develop a new business model for them  Tablets performed poorly in 2014 while notebooks did increasingly well, said Chen These products are interchangeable because of their similar features, Chen said Overall, 366 million mobile PCs (notebook computers and tablets) were shipped in 2014, which was similar to the previous year, according to TrendForce’s research “This means that some users who had switched over to tablets returned to notebooks,” Chen said “We expect overall demand to stagnate in the mobile PC market over the next few years as high competition among brands, operating systems and products forces some manufacturers to exit the market”  3 key trends in the mobile PC market in 2015:  2-in-1 PCs have the greatest growth potential, Touchscreen notebooks will stagnate  While the 2-in-1 PC is not a new product, prices have come down to reasonable levels and specifications are improving, which will help shipments grow fast in 2015 Typically, 2-in-1 PCs are 10-13 inches in size In this segment, the key products are Microsoft’s Surface Pro 3 and the 129-inch iPad Max, which is expected to launch next year New sizes such as 11 inch, 12 inch and 131 inch and new panels with 3:2 and 4:3 aspect ratio are also important to the development of the 2-in-1 PC market In 2014, 2-in-1 PCs accounted for 4-5% of the overall notebook, but that figure is expected to rise to 8-10% in 2015  Windows 10 has returned to desktop design, which means a return of the keyboard and mouse for regular Clamshell NB users Once the desktop user environment returns, the chance for the users to use touch-screen controls will be even lower TrendForce forecasts that the penetration for the Clamshell NB will be only 9% in 2014 and will not increase further in 2015  Microsoft, Google and Intel subsidies affect the market  Google’s low-cost Chromebook notebook computer performed well this year, benefiting from its cloud storage capacity and strong data security capabilities But Chromebook sales were affected by Microsoft’s subsidized low-cost Windows notebooks In 2014, Google sold about 65 million Chromebooks and the device’s market penetration reached 4% But if Chromebook uses the 2-in-1 PC concept, it will be difficult for Google to keep the device’s price low, Chen said TrendForce forecasts Chomebook sales will increase slightly to 8 million units in 2015  This year, Microsoft and Intel both launched subsidy plans for their notebooks and tablets, which had reduced their revenues “Because they lower manufacturers’ costs, subsidies indirectly benefit consumers, but it will be better if Microsoft and Intel can find more substantial ways to develop the market, such as by utilizing the 2-in-1 concept or cloud computing,” Chen said  For tablets, developing new applications is key  In 2014, major tablet manufacturers like Apple and Samsung saw shipments decline and even stagnate That shows that incentives are low for customers to purchase new tablets, Chen said She cautioned against use low prices as a way to refocus consumers’ attention on tablets “In the short run, low prices can boost sales, but the ultimate result may be negative,” she said “In the case of a price war, smaller brands may be forced to exit the market and product differentiation vanishes,” she said Still, low-priced tablets have the potential to be used in some niche markets such as early childhood education or the food and beverage industry, Chen said In this type of scenario, content service will be the key for tablets to remain relevant in the future, she added Lastly, as the red-hot 2-in-1 PC market grows fast, it will take market share away from tablets  It will be imperative for tablet manufacturers to find a way out of that conundrum, Chen said    For more detailed information on tablet and notebook reports, please refer to the "03 Quarterly Downstream Industry Market Update", "16 WitsView Monthly Mobile PC ODM Shipment Tracker” and "T5 WitsView Monthly Tablet Panel and Touch Module Price Book” 

Press Releases
TrendForce: Notebook Shipments Grow 7.2% in Third Quarter

2014/10/29

Display , Consumer Electronics

Global notebook shipments reached 458 million units in the third quarter, an increase of 72% over the quarter ending in June and 42% over the same period last year, according to TrendForce Among the top 7 notebook vendors, shipment growth was an exceptional 86% Despite the strong performance of notebooks in the third quarter, TrendForce is concerned that that momentum will be unsustainable and shipments will decrease 3% to 5% in the fourth quarter  Low pricing played an important role in the growth of notebook shipments in the third quarter, said Caroline Chen, a notebook analyst at TrendForce “Low pricing helped notebook vendors maintain strong shipment growth in the third quarter despite no new Microsoft operating system or Intel processor being launched,” she said HP was the top-performing notebook vendor during the third quarter, with its shipments rising 18% Lenovo also posted outstanding results on the back of heavy discounting Shipments in September rose 40% over August Third quarter shipments rose 14% over the April-June period and 20% over the same period a year earlier Acer also did well in the third quarter, buoyed in part by its restructuring moves Its shipments rose 14% from July-September and 25% over the third quarter of 2013 Apple also used low prices to boost sales It offered $100 discounts on its MacBook computers, attracting new mid and high-end consumers and added iPhone users attracted by the compatibility of their smartphones with Apple notebooks As a result, Apple notebook shipments rose 19% in the third quarter Overall, its prospects for growth in the notebook market look good  If notebook prices continue to drop, tremendous pressure will be exerted on the margins of small vendors, which can only rely on low pricing to compete in the marketplace, Chen said “Big brands are perceived by consumers as being higher quality They also have better customer service and their brand awareness is higher When they also add low pricing to that stable of strengths, it forces smaller vendors to either completely change their business models or exit the market,” she said, adding that the 7 major notebook brands together have an 88% market share Some big companies are leaving the market slowly, like Samsung and Sony Toshiba, meanwhile, is planning to change its product strategy   

Press Releases
TrendForce: Tablet Shipments to See First On-Year Decline in 2014; Notebook Market Expected to Rebound

2014/08/25

Consumer Electronics

When the iPad was launched in 2010, it was an instant hit and spurred a tablet PC craze Such was the popularity of tablets that notebook PC sales stagnated and eventually began to fall as consumers increasingly switched to tablets  Tablets have been revolutionary in the sense that they have created demand for a new product category – one that competes fiercely with netbooks and regular notebook PCs Yet in 2014, their novelty seems to have worn off Prices have bottomed out Low-price notebooks are stealing away tablet market share As a result, branded tablets will experience negative growth for the first time this year, said Caroline Chen, a notebook PC analyst with TrendForce, a Taiwan-based market intelligence firm Chen expects 153 million brand-name tablets will be shipped in 2014, a year-on-year decrease of 18% Notebook shipments, on the other hand, will increase 1% on year to 171 million, she added  With the tablet supply chain mature and shipments growing fast, the retail price of tablets has fallen sharply, Chen said As a result, among all producers besides Apple, there will be a long-term price war in the tablet market, she added Apple will merely release a revised version of its iPad Air in the second half of the year Meanwhile, Samsung, another major player in the market, has only equipped high-end tablets under its own brand with its OLED screens, suggesting that the tablet market is flagging TrendForce data back up that assertion The data show that while tablet shipments will rise in the second half of the year, the main reason that increase appears substantial is that shipments in the first half were so low  At the same time, because of rising demand for tablet PCs and the rapid decline in the retail price of notebooks, the market for netbooks has almost vanished By contrast, demand for notebook PCs has started to rebound “Time has shown that notebooks are irreplaceable,” said Chen “They offer larger screens than tablets as well as a keyboard and mouse, which are all important for those who use their computers primarily for work reasons Tablets remain limited to Internet browsing and entertainment functions”  TrendForce believes notebook shipments will increase in the second half of the year for several reasons First, with the tablet market flagging, they face fewer threats Second, demand for notebooks in the commercial market remains Finally, notebooks are priced very competitively All of these factors will contribute to boost notebook demand, giving brand-name manufacturers such as Hewlett-Packard (HP), Lenovo and others room to grow that side of their businesses As such, TrendForce estimates the global notebook PC market has the potential to expand 4-7% in the second half of the year, making 2014 the year when slowing notebook demand may finally reverse  Figure 1: 2008-2014 Brand-name Tablet PC and Notebook PC Shipments Growth Rate     For more detailed information on tablet and notebook reports, please refer to the "16 WitsView Monthly Mobile PC ODM Shipment Tracker” and "T5 WitsView Monthly Tablet Panel and Touch Module Price Book”

Press Releases
TrendForce: Acer surpasses Samsung to hold top spot in Chromebook shipments during 2Q14

2014/07/21

Consumer Electronics , Display

Chromebook shipments reached 18 million in the second quarter of 2014, and Acer held the number one spot in shipments with a 30% market, surpassing Samsung Electronics for the first time, according to WitsView, a subsidiary of Taiwan-based TrendForce  According to WitsView Research Assistant Manager, Caroline hen, Acer and Samsung were neck and neck with one another in terms of shipments during the first half of 2014, both with approximately 900,000 The second half of the year will largely determine which takes the number one spot in Chromebook shipments due to the peak season  Acer’s 30% market share in the second quarter gave the company a 6pp increase over Samsung Hewlett-Packard (HP) meanwhile treaded closely with a 21% share to hold the number three spot Samsung used to be the top competitor in the Chromebook segment since 2013 but saw its spot drop in the second quarter due to high pricing for two new units that were released Meanwhile, other vendors had competitive pricing and released new units as well, which in turn provided consumers with a wider range of choices Most notably that the release of Microsoft’s US$249 unit has also decreased the attractiveness of the overall Chromebook market  Chen added that two major factors for Chromebook sales in the market include pricing and data security for enterprises Chromebook cloud computing storage is easy to manage for enterprise in terms of data security, but its pricing advantages lost out to Microsoft, who is lowering pricing for certain notebooks from US$249 to US$199 to further dominate in the low-priced notebook segment Overall, the penetration rate for Chromebooks in 2014 is expected to reach 3-5%  Graph 1 Chromebook shipment proportion by vendor during 2Q14 

Press Releases
Notebook shipments up 6.4% MoM to 14 million in May 2014

2014/06/24

Display , Consumer Electronics

Notebook shipments reached approximately 14 million in May 2014, up 64% on month and up 9% on year Distributors’ strong stock up demands for new models including low priced US $249 Microsoft notebooks acted as a major growth momentum, according to WitsView, a subsidiary of Taiwan-based market intelligence firm TrendForce Hewlett-Packard (HP) saw strong 50% shipment growth in May as the company performed well in the tenders market Meanwhile, Toshiba’s monthly shipment growth set new record of 18% breaking the 1 million mark Dell and Apple, however, saw their notebook shipments drop 17% and 33% in the same month respectively, mainly because of higher shipment base periods in April 2014 The outlook for June notebook shipment volumes this year is expected to grow 9-11% spurred by summer sales stock up demands, and tightened panel supply in May that have caused delays throughout the entire production line Chen further pointed out that notebook shipments from Jan-May 2014 was up 5% on year to reach 645 million units, as economies across the globe improve and consumers are becoming more aware of the distinction between notebook and tablet capabilities Notebook shipments are expected to grow 9-11% in June, projected WitsView, adding overall shipment decline in 2014 will narrow down to 07% on year to 168 million units The research organization did not rule out the possibility of notebook shipments making a turn around   Photo: Notebook shipment market share by vendor

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