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keyword:Kou-Han Tseng10 result(s)

Press Releases
Apple Surpassed ASUS, Recording 9.6% Market Share in 2017 Global Notebook Market, Says TrendForce


Display / Consumer Electronics

Market research firm TrendForce reports that the global notebook shipments for 2017 registered 1647 million units, a year-on-year increase of 21%, higher than previous expectation of 07% “The global notebook market has benefited from biddings for notebook contracts in North America and regional economic recovery,” says Kou-Han Tseng, TrendForce notebook analyst In 2H17, the market leader HP showed a considerable growth, driving the overall performance of notebook shipments beyond previous expectation For 2018, the market share of the top six brands is expected to rise to 891%, squeezing the room for other brands to develop On the other hand, Xiaomi and Huawei recorded growth in Chinese market, but the results of their overseas deployment are not clear yet American laptop brands show strong momentum; Apple and HP recorded double-digit growth in 2017 HP has demonstrated its ambition since the second quarter and recorded new highs of shipments in 2H17 Its annual shipments hit a new milestone of 40 million units, a substantial increase of 105% over 2016 With a market share of 243%, HP has retained first place in the shipment ranking Lenovo’s laptop shipments witnessed a year-on-year drop of 49% It enhanced its sales in Asia and Europe, but still cannot make up the shipment decrease in 1H17 This has an impact on the brand’s performance, making its market share down to 202%, ranking the second Getting contract bids for notebooks of North America government and growth in its Chromebook shipments allowed Dell to increase its annual global shipments by 05% It remained third place in the global ranking with a market share of 152% The updated MacBook Pro in 2Q17 helped Apple expand shipments by 18% for the whole year, the highest growth rate among all the notebook brands The market share of Apple reached 96%, 13 percentage points up from 2016, which allowed Apple surpass ASUS and rank fourth ASUS has adjusted its product strategy in recent years and shrink the production of models with low profits Hence, the brand’s shipments are influenced and its market share dropped to 95%, ranking the fifth Acer continues to expand aggressively in the Chromebook market, and its notebook shipments growth in North American market raised its annual shipments by 06% Its market share recorded 8%

Press Releases
TrendForce Reports a 0.7% YoY Growth beyond Expectation for 2017 Notebook Shipments; Apple Exceeded ASUS to Rank No. 4


Consumer Electronics / Display

Market research firm TrendForce reports that the global notebook shipments for this third quarter registered a remarkable quarterly increase of 68% and a year-on-year increase of 09%, reaching 4269 million units The overall performance of notebook shipments brought by peak season exceeded the previous expectations The global notebook shipments for 2017 are estimated to reach 1624 million units, and the annual shipments performance will change from decline to growth with a growth rate of 07% since the first half of 2017 has recorded a heightened basis period, while the market leaders HP and Lenovo have showed a considerable growth in the second half of the year, pointed out Kou-Han Tseng, TrendForce’s notebook analyst HP posted a new high in its quarterly shipments which increased by 176%, and Lenovo tried hard to catch up HP recorded strong performance in this third quarter, reaching a single-season shipment of 11 million units for the first time with a quarterly increase of 176% It is expected to have another 03% sequential growth in the fourth quarter Till the end of this year, HP is expected to achieve the annual goal of 40 million units, which will secure its first place in 2017 global notebook shipments ranking Lenovo has recovered from the gloom in the first half of the year, and has caught up in the second half In addition to actively promoting existing models in the market, Lenovo also enhanced its regional sales thanks to the gradual recovery of the European economy It recorded 858 million units for the third quarter shipments with a quarterly growth 65% In the fourth quarter, it is estimated to have another 1 ~ 3% growth As for Dell, it continued the second-quarter shipments of commercial notebooks, and reached 665 million units in the third quarter shipments with a quarter-on-quarter increase of 14%, maintaining its third place in ranking MacBook Pro continued strong shipments with new products, Apple exceeded ASUS to rank the fourth Apple continued the strong shipments of 12-inch products in the second quarter, and focused on the new models of MacBook Pro in the third quarter, recording the third quarter shipments of 443 million units and an increase of 113% It exceeded ASUS to rank the fourth in this third quarter ASUS and Acer ranked fifth and sixth, with the shipments of 382 million and 331 million units respectively With the growing popularity of light gaming notebooks, ASUS and Acer will continue to work on this market in the fourth quarter In addition, Acer is expected to benefit from the recovered demand in Europe, so the shipments of these two brands are estimated to grow in the fourth quarter by 65% and 02 % respectively

Press Releases
TrendForce Says Global Tablet Market Is at the Point of Recovery; Total Annual Shipments to Rise by 0.3% for 2018 After Four Years of Decline


Consumer Electronics

The tablet market has undergone four consecutive years of downward correction from 2014 to 2017 and is showing signs of bottoming out Latest analysis from TrendForce estimates that the global tablet shipments for 2017 will total around 1489 million units, registering a more moderate drop of 54% compared with the 2016 result Looking ahead to 2018, major tablet brands are expected to see their shipment declines ease At the same time, Amazon, Huawei and other relatively new market entrants will continue in their rise In sum, global shipments are projected to recover next year, rising by 03% annually to around 1493 million units “Amazon, Huawei and other more recent market entrants are going to be the main contributors to tablet shipment growth next year,” said Kou-Han Tseng, TrendForce notebook analyst “Amazon and Huawei want to maintain their 2018 target shipment growths at double digits Also, Microsoft is planning to launch new Surface devices during the first half of 2018 Google too may return to the tablet market with offerings targeting the education segment The arrival of new products from a growing number of brands will again spur tablet sales” Amazon and Huawei have been the most aggressive competitors and their shipments will continue to grow in 2018 Huawei’s impressive performance in the tablet market in the recent years is attributed to its flexibility in working with channel vendors on promotions At the same time, Huawei has a large tablet portfolio with product lines targeting various groups of consumers and satisfying their diverse needs Huawei’s total annual shipments are projected to top 10 million units this year and surpass Lenovo’s Huawei is also expected to widen its lead over Lenovo in 2018 as the company continues its aggressive expansion into the tablet market with 50% shipment increase targeted for next year When Amazon first entered the tablet market, the company intended to sweep the market with low-price products Over the years, Amazon has also greatly expanded its other service platforms and related ecosystems Therefore, Amazon now pushes its branded tablets as primary devices for its members to access the company’s services Furthermore, Amazon’s own branded smartphones (ie the Fire Phone series) have made very limited progress on the market, so the company has to raise the market penetration of its tablets to satisfy its members’ demand for resources in its ecosystems TrendForce’s research indicates that Amazon will again achieve a new record high for shipments of its Kindle Fire tablets this year, with the estimated total between 12 million and 13 million units For 2018, Amazon is forecast to again grow its shipments by 5% to 10% The 97-inch economically priced iPad produces sweet results for Apple; next-year iPad shipments expected to remain high As for iPad devices, the sales of the economically priced 97-inch model that was released this second quarter has been strong enough to allow Apple to retain its first place in the annual shipment ranking for 2017 Going forward, TrendForce expects Apple to be able to maintain comparable level of shipments in 2018 even if the company decides not to introduce a new size for the iPad series Going forward, Apple plans to actively expand iPad’s presence in the education market Furthermore, the 97-inch model could remain as a major shipment contributor in the coming year because Apple's attractive pricing for this model may trigger a wave of replacement for older iPads that cannot support iOS11

Press Releases
TrendForce Reports YoY Gain of 3.6% for 2Q17 Notebook Shipments; Apple With a QoQ 17.1% Growth Edged Closer to ASUS in Ranking


Display / Consumer Electronics

Market research firm TrendForce reports that the global notebook shipments for this second quarter registered a sequential quarterly increase of 57% and a year-on-year increase of 36%, totaling 3996 million units Biddings for notebook contracts in North America and market arrivals of new product models were the main driving forces behind the second-quarter shipments As for the entire first half of 2017, the strong demand from North America contributed to a global shipment result that exceeded the market expectations There are worries in the market that the strong shipment result for this year’s first half reflects demand being pulling ahead, so shipments in the second half might be comparatively weak “Nonetheless, the third-quarter notebook shipments are projected to increase by another 3% to 5% versus the prior quarter,” pointed out Kou-Han Tseng, TrendForce’s notebook analyst HP raised its annual notebook shipment target by nearly 10% in the second quarter and is expected to step up efforts from the third quarter Lenovo will also be focusing on the year’s second half as to compensate for not having a clear notebook sales strategy during the first half TrendForce furthermore has revised its estimation of shipments for this entire year The annual decline that was initially projected in the range from 2% to 4% has been narrowed to within 2% as per the latest analysis HP consecutively won first place in the global shipment ranking; Dell posted the largest sequential increase of 213% HP has retained first place in the shipment ranking for five consecutive quarters In the second quarter, HP capitalized on getting contract bids for notebooks in North America and tapped into the demand related to back-to-school sales HP widened its lead over second-place Lenovo by growing its shipments by 85% from the first quarter to reach a total of 935 million units Lenovo shipped just 805 million units in the second quarter, representing a year-on-year drop of 24% The notebook market was relatively much slower in the Asia-Pacific region, and this has an impact on the brand’s performance Dell took third place in the global ranking with its second-quarter shipments increased by 213% compared with the first quarter and by 74% versus the same quarter a year ago Successes in responding to North American tenders and growth in its Chromebook shipments allowed Dell to securely hold on to the third spot Apple with a sequential growth of 171% narrowed its distance with ASUS while Acer stayed in sixth place ASUS’s strategy in the recent years has been about selling higher-priced premium notebooks rather than increasing shipments Hence, the brand focuses on promoting high-end notebooks featuring displays with resolutions at FHD and higher Currently, the shipment share of FHD and higher resolution notebooks for ASUS is above 40%, which is higher than HP’s and Lenovo’s Owing to the releases of new products, ASUS’s notebook shipments for the second quarter grew 93% sequentially to 399 million units, allowing the brand to retain fourth place in the ranking Apple trailed closely behind ASUS at fifth place in the second-quarter ranking The updated 12-inch MacBook helped expanded MacBook shipments by 171% from the first quarter to 398 million units TrendForce also anticipates a double-digit sequential growth for third-quarter MacBook shipments as Apple will focus on the MacBook Pro series during the year’s second half While Acer continues to expand aggressively in the Chromebook market, it is facing a growing number of competitors In the second quarters, new Chromebook models from US brands took market shares away from Acer, causing its notebook shipments to drop by 35% from the first quarter to 322 million units Acer remained sixth place in the global ranking

Press Releases
TrendForce Says Production Capacity for Large-Size LCD Panels Continues to Expand in Second Half of 2017; Supply to Become Important Factor in Fourth Quarter


Display / Consumer Electronics

The overall production capacity for large-size LCD panels rose above the expected level in the first half of 2017 despite seasonal headwinds, according to research by WitsView, a division of TrendForce Panel suppliers actually found their processing lines fully loaded and were compelled to make some of their newly added production capacity available ahead of schedule WitsView estimates that the global production capacity for large-size LCD panels in terms of total glass input area will increase by 58% annually in 2017 to reach 2183 million square meters This figure is 03 percentage point above an earlier estimate Supply will become an important factor in determining the course of the panel market during second half of 2017, especially in the fourth quarter “This year’s increase of monthly large-size panel capacity is estimated at about 295K sheets per month (K = 1,000),” said Kou-Han Tseng, assistant research manager of WitsView “And with some this additional capacity being made available in advance, the large-size panel capacity for the first half of 2017 is estimated to have reached 100K sheets per month, higher than the earlier estimate of 85K” More than 60% of this year’s newly added production capacity will become available later in the second half of 2017 Hence, the large-size panel capacity will increase by about 105K and 90K sheets per month in the third and fourth quarter, respectively The additional 295K sheets per month that the panel industry will be taking on this year are going to be used mainly for the manufacturing of TV panels of different sizes including the 43-, 50-, 55- and 65-inch segments WitsView’s analysis indicates that the growing production capacity will have the greatest impact on the 43- and 65-inch segments, which have been regarded as niche markets with regard to supply Global monthly shipments of 43-inch TV panels were around 25 million units at the beginning of 2017 and then rose further this second quarter when BOE Technology’s new fab in the Chinese city of Fuzhou came into operation Average monthly volume for the 43-inch is projected to reach 3 million units by the end of 2017, a 20% increase compared with the start of the year Due to the loosening of supply, quotes for this size segment have also gone soft from May onward As for 65-inch TV panels, their prices have been on a sharp upswing since the start of 2017, spurring Taiwanese and South Korean panel makers to raise production for this size segment As new production capacity becomes available in the year’s second half, the average monthly shipments worldwide for 65-inch panels are projected to grow by more than 30%, from just 750K units in the first quarter to about one million units at the end of the year With the expansion in supply, the 65-inch segment will face pressure to correct prices downward during the latter six-month period

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