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keyword:Kou-Han Tseng10 result(s)

Press Releases
Global Notebook Shipments to Increase Slightly by 3.9% QoQ in 3Q18, Lower than Expected due to Intel CPU Shortage, Says TrendForce


Consumer Electronics / Display / Semiconductors

According to the latest report by TrendForce, the global notebook shipments for 3Q18 are estimated to increase slightly by 39% QoQ, reaching 4268 million units Compared with the previous forecast of 5~6% growth, this projection has been adjusted 2% downward due to the shortage of Intel CPU "Although notebook manufacturers are now at the end of their preparation for the year-end holiday season, they are still active in production planning in order to achieve the shipment goal this year", says Kou-Han Tseng, TrendForce notebook analyst However, 4Q18 shipments are estimated to drop by 19% YoY as the below-expected supply continues, with almost no inventory of CPU, and the shortage of mainstream CPU is expected to retain in 1H19 In addition, with the China-US trade dispute simmering, there are concerns about the trade tariffs on goods imported to the US from China It is said that notebooks may be included in the new tariff list, but it is still not clear whether the list will come into effect However, notebook brands and ODMs have been considering strategies to cope with the situation Relocating the production facilities appear to be a feasible solution so far, but it will result in higher costs, re-verifying of products and factories, as well as longer lead time Another solution will be starting notebook production in advance, which may increase the inventory level, but could lower the risks compared with the former solution Dell registered double-digit growth; Asus and Apple recorded steeper YoY decline in shipments In terms of the shipment ranking, HP stays in the lead in 3Q18, with 108 million units shipped For the whole year of 2018, the shipment is expected to rise 5% YoY to arrive at around 42 million units, better than the average shipment level in the industry Lenovo remains the second largest notebook manufacturer in 3Q18, shipping 844 million notebooks (excluding shipments from brands that Lenovo acquired) The shipments dropped 16% YoY due to the slowdown in Chinese domestic market Dell ranked the third with shipments of 718 million units, an increase of 8% YoY Due to rising commercial notebook sales, Dell’s shipments for the whole year are projected to increase by over 12% YoY, the highest among the top six notebook makers The company’s annual shipments are expected to reach 28 million units Asus, ranking the fourth, shipped 358 million units While the whole notebook market gains growth momentum from the commercial segment, Asus chooses to focus on niche products with better profitability As the result, Asus has seen YoY declines in shipments for eight consecutive quarters For this year, the YoY decline in Asus’s annual shipments may become steeper, exceeding 10% Apple and Acer showed similar performances in Q3, shipping 336 million and 335 million units respectively Compared with their performances in the same period of last year, however, Apple post significant declines but Acer registered growth Apple this year adopted a new processor in its high-end MacBook Pro with OLED Bar, but the performance improvements hardly attract more customers due to the series’ high price tags Moreover, the launch of new MacBook Air was delayed to Q4, and Apple’ Q3 shipments turned out to fall by 243% YoY as the result As for Acer, who focuses on both profitability and shipment volume, its Q3 shipments grew by 14% YoY Particularly, its Chromebook series became an impetus for the shipment growth, while its niche gaming notebooks also registered outstanding performance

Press Releases
Global Tablet Shipments to Decline 4.3% in 2018; Huawei to Become 3rd Largest Manufacturer Surpassing Amazon, Says TrendForce


Display / Consumer Electronics

The global tablet shipments are expected to decline 43% YoY in 2018 to 1455 million units, as the shipments of entry-level devices are on pace to grow weaker due to the rise of smart speakers and unfavorable currency exchange rates, according to TrendForce “With the launch of new devices in the coming era of 5G, the tablet category will still help the brands build a strategic future, retaining their customer bases and becoming more influential in the global IoT network,” says Kou-Han Tseng, TrendForce notebook analyst Therefore, major brands will not give up their tablet product lines, even at the expense of downsizing their entry-level product ranges Particularly, Google continues the ambitions about its tablet business and Huawei expands fast in this segment, whose growth momentum jointly remains key to the overall performance of the tablet market For 2019, TrendForce forecasts the global tablet shipments at 1396 million units, a YoY decline of 4% Huawei’s tablet shipments rise by over 30%, Apple’s growth momentum grows conservative Amid the overall decline of tablet sales worldwide, brands tend to offer lower prices to retain customers and invest less in new tablet development In contrast, Huawei appears to be rather positive in developing new mobile devices, including both smartphones and tablets Huawei’s shipments of tablets for 2018 are expected to rise by over 30% to more than 14 million units, with a market share of 98%, 26 percentage points up from last year The impressive shipments will also enable Huawei to become the 3rd largest tablet manufacturer this year, surpassing Amazon Amazon’s growth momentum for tablet grows conservative as the brand shifts some focus to its smart speaker business The company expects a fall in its annual tablet shipments for 2018, although it has been adjusting its product portfolio faster and increasing the share of its 8-inch and larger products After three years of strong growth, Amazon is expected to record a more conservative shipment of 134 million units this year, a YoY decline of 1% The leading tablet maker Apple has revealed its new 11-inch and 129-inch iPad Pro models ahead of the coming holiday sales in Europe and the US However, its launch not long after new iPhones and the premium price tags, 25% higher than its ancestors, may prevent the new iPad series from achieving mass market success As the result, TrendForce expects the iPad shipment to fall by 2% YoY, recording 43 million units for 2018

Press Releases
TrendForce Reports Global Notebook Shipments Grew by 10.2% QoQ in 2Q18; Apple Retreated to Sixth Place in Market Share Ranking


Semiconductors / Display / Consumer Electronics

The worldwide notebook shipments in 2Q18 grew above expectations by 102% QoQ and 28% YoY to 4108 million units, according to the global market research firm TrendForce Looking ahead to 3Q18, the traditional sales season and orders related to commercial tenders will drive demand growth in the notebook market with total shipments estimated to advance by 5-6% QoQ However, the third-quarter notebook shipments will also be affected by issues with the supply of key components Kou-Han Tseng, TrendForce notebook analyst, points that the tight supply problem has shifted from passive components to CPUs “Shipments of Intel’s new CPU may be delayed to the end of the third quarter, and inventories of older CPUs have been much depleted by the earlier stock-up activities,” said Tseng “Alerts about the low level of CPU inventory have already been made this August” Hence, TrendForce from a conservative stance has revised the projection of this year’s total notebook shipments and now forecasts a YoY decline of 02% Although the shipment outlook for 3Q18 is positive growth like the previous quarter due to the rise in demand, the supply of CPU remains a hidden concern Market share of US brands continues to expand and Dell posts huge results ahead of its listing at the year’s end HP again topped the shipment/market share ranking of notebook brands for 2Q18 The brand has benefited from the strong demand in the commercial tender market as well as growth in shipments of its Chromebooks and consumer notebooks HP’s shipments rose by 197% QoQ to 1077 million units, accounting for 262% of the global market Lenovo stayed at second place in the ranking because of its solid performance in the year’s first half While the brand’s shipments grew by 38% QoQ to 82 million units in 2Q18, large gains by US competitors caused its market share to drop from 212% in 1Q18 to 20% in 2Q18 Dell’s notebook shipments surged by around 30% QoQ to 805 million units in 2Q18 This impressive result is consistent with the rumors that Dell is working hard to raise its business revenues ahead of its return to public trading at the end of this year Despite the headwinds of the off season, Dell was able to raise its notebook shipments with the demand from the commercial tender market and expand its global market share to 196% in 2Q18, an increase of three percentage points from 166% in 1Q18 Firmly holding on to third place in the ranking, the brand now trails closely behind Lenovo Acer jumped to fourth place in the ranking whereas Apple fell to sixth There was a significant reshuffling of the ranking from the fourth to sixth place Acer climbed from sixth to fourth with its market share rising to 8% Acer’s gain was attributed to the additional shipments that were originally set for the first quarter but then delayed and later delivered in the second quarter ASUS fell to fifth in 2Q18 with its market share at 74% ASUS’s performance in the notebook market in 2Q18 was negatively affected by the leftover inventory from the previous quarter Apple also retreated to sixth with its market share sliding to 65% The second quarter was the transition period when Apple was preparing for the releases of the upcoming new MacBook devices for the year TrendForce therefore expects MacBook shipments to again post a large QoQ increase in 3Q18, as Apple already released a new MacBook Pro at the start of the quarter and will release a new MacBook Air at the end of the quarter

Press Releases
Global Notebook Shipments for 1Q18 Declined by 1.4% Year-on-Year; Market Headwinds May Continue to Influence the Shipments for the Rest of Year, Says TrendForce


Semiconductors / Display / Consumer Electronics

Global market research firm TrendForce reports that the global notebook shipments for 1Q18 registered 3727 million units, a quarterly decline of 157% and a year-on-year decline of 14%, influenced by the traditional off-season “Notebook components, including passive components, PC DRAM, batteries, MOSFET and display driver IC, have experienced supply issues in 1H18 due to the price upswing”, says Kou-Han Tseng, TrendForce notebook analyst The market saw no shortage of relevant components in the first quarter, when the notebook shipments were low However, the supply issues have emerged in the second quarter, when the demand picked up Particularly, passive component MLCC has witnessed the serious supply issue, so notebook vendors have paid higher prices for this component or agreed on a postponed delivery time of it TrendForce expects that the supply issues of components will continue all the way to the second half of this year Together with Microsoft's rising OS license fees for high-end UHD products, and uncertainties for Intel in shipping Cannon Lake and Whiskey Lake in the third quarter as previously scheduled, the notebook shipments for the whole year may be lower than expected TrendForce therefore revised the shipment forecast for 2018, with the annual decline revised to 07%, slightly up from previous forecast of 05% Dell and HP demonstrated strong momentum in the first quarter, while Lenovo’s performance will be the focus of 2Q18 American notebook brands showed strong performance in 1Q18 Dell and HP have actively shipped their products to overseas markets, in addition to North America They recorded shipments of 619 million units and 9 million units in 1Q18, a year-on-year growth of 145% and 44% respectively On the other hand, Apple will boost the shipments in the second half of this year, shipping only 289 million units in the first quarter, a year-on-year decline of 151% In terms of Chinese brands, Lenovo has been influenced by the organizational changes in recent years With dampened momentum, Lenovo shipped only 79 million units in the first quarter, a year-on-year decrease of 16% However, as the company’s organizational changes settle down in the second quarter, if Lenovo can boost the shipment performance in the next few quarters, it would drive the overall shipments of Chinese brands Taiwan-based brands recorded weaker shipment performance in the first quarter since the brands have been making adjustments in their product mixes The brands have been increasing the share of gaming products, which squeezed the share of entry-level ones As the result, the brands have improved the shipments of niche products, but recorded lower shipment for their entry-level models together with the influence of off-season These two factors have brought significant impacts on the shipment performance of Asus and Acer, which shipped only 331 million units and 278 million units respectively in 1Q18, a year-on-year decrease of 93% and 165%

Press Releases
TrendForce Reports a 35% Quarterly Decline for 1Q18 Tablet Shipments; Education Market Is About to Take Off in 2Q18


Display / Consumer Electronics

Market research firm TrendForce reports that the global tablet shipments for 1Q18 recorded only 3129 million units, a steep quarterly decline of 350% due to the traditional off season When it comes to the second quarter, the tablet shipments are expected to grow by 114% quarterly driven by the education market The year-on-year shipments growth may return to a positive figure of 15% in 2Q18 “Tablets are no longer the focus of market, but have become low pricing products, helping vendors increase market shares,” says Kou-Han Tseng, TrendForce notebook analyst, “but the education market has gained much attention recently” Apple in 1Q18 launched the 97-inch tablets, priced at $329, and offered an education discount of $299 Chrome OS tablets for education were released in early 2Q18 while Microsoft tablet products are also expected to come out at the end of 2Q18 After the entry of this new player, all three major OS system developers will present themselves in the market, bringing new growth momentum to tablet shipments in 2Q18 Chinese brands showed stable shipping performance in 1Q18, while Huawei is gaining market share steadily In 1Q18, Apple took the first place with 911 million units of iPad devices shipped, bringing its market share up to 291%, 12 percentage points up from 1Q17 The shipments of iPads are expected to increase by 12% quarterly in 2Q18 driven by the release of new 97-inch iPads Samsung, ranking the second, shipped 537 million units of tablet in 1Q18, a quarterly decline of 237% Although Samsung actively develops the commercial segment of tablet market and high-end AMOLED tablets, it remains difficult for the company to boost the sales of premium products As a result, Samsung's market share fell to 171% in the first quarter, down from 191% in 1Q17 Huawei had a remarkable performance with 253 million units of tablets shipped in 1Q18, ranking the third In order to enhance the sales of its consumer products, Huawei has cooperated with telecom companies to promote its premium models It has also targeted emerging markets with its entry-level products, boosting its market share to 81% Amazon shipped 245 million tablets in the first quarter, a quarterly decline of 565%, ranking the fourth This year, its Kindle Fire products will develop towards a larger size In addition to shipping standard 7-inch models, the 8-inch and even 101-inch models will be the main driving force for shipment growth this year Lenovo shipped 201 million units in the first quarter, a quarterly 227% decline, ranking the fifth Lenovo has been aggressively expanding in the Europe and the emerging markets, thus recording 2 million shipments even in the off-season Its market share came to 64%, roughly the same as in 1Q17

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