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Press Releases
Notebook Computer Shipment Expected to Soar Past 180 Million Units in 2020, Setting Highest Record in Eight Years, Says TrendForce

2020/09/10

Consumer Electronics

Demand for notebook computers (NBs) across the globe experienced an explosive growth in 2Q20 due to increased WFH and distance education demand generated by the COVID-19 pandemic, according to TrendForce’s latest investigations Of all product categories within the NB market, Chromebooks are expected to exhibit the highest percentage of YoY shipment growth for 2020 TrendForce currently projects total Chromebook shipment for 2020 to reach 243 million units, a 424% increase YoY As WFH and distance education demand continues to propel the NB market, TrendForce expects total NB shipment to reach 55 million units for 3Q20, a 4% increase QoQ TrendForce indicates that, in addition to educational-use NBs, consumer and gaming NBs have been seeing increasing demand in 3Q20 Furthermore, the tight supply of upstream NB components has become somewhat alleviated compared to previous expectations As the pandemic-induced stay-at-home economy continues to galvanize NB demand in 2H20, various NB manufacturers therefore retain a positive outlook towards their shipment performances in 3Q20 HP remains the shipment leader as demand surges for education and consumer NBs With regards to the shipment performances of various NB manufacturers, HP benefitted from the increased demand for educational-use, consumer, and gaming NBs The company’s NB shipment for 3Q20 is expected to reach 146 million units, a 08% increase QoQ, ensuring its leadership position in the industry On the other hand, although Dell’s strategy historically centered on the mid-range and high-end segments, Dell increased its shipment of entry-level and mid-range NBs in 3Q20 in response to the education demand generated by the pandemic The company’s shipment for 3Q20, expected to reach 82 million units, represents a 14% decrease QoQ because Dell’s strong performance in 2Q20 resulted in a high base period for QoQ comparison Lenovo made an aggressive attempt at capturing shares in the European and North American markets with its competitive prices At the same time, Lenovo also received orders for educational-use NBs from Chinese clients, which contributed to the overall increased demand for its products The company’s shipment for 3Q20 is expected to reach 11 million units, a 285% growth QoQ, but it remains to be seen whether Lenovo’s ODM partners possess enough production capacity to fulfill the massive orders from Lenovo going forward In spite of the growing market demand for NBs, ASUS’ and Acer’s shipment performances are still contingent on the steady supply of upstream components such as panels, as well as on the ability of ODMs to meet the two manufacturers’ demand ASUS’ and Acer’s shipments for 3Q20 are expected to reach about 5 million and 43 million units, with QoQ increases of 24% and 21%, respectively NB brands remain optimistic with regards to the market demand in 4Q20 Although 4Q20 demand may fall short of the two previous quarters, it still represents a massive YoY increase, resulting in a 158% YoY growth in NB shipment for 4Q20 Owing to momentum from the burgeoning stay-at-home economy brought about by the pandemic, NB demand throughout the 2Q20-4Q20 period has exceeded TrendForce’s prior forecasts Total NB shipment for 2020 is projected to reach 18763 million units, a 144% increase YoY and the highest figure since the NB market hit rock bottom in 2012

Press Releases
Resurgence of 16:10 Aspect Ratio Laptop Computers to Occupy 2% Share of Non-Apple Market in 2020, Says TrendForce

2019/11/04

Display / Consumer Electronics

The gradual technical maturation of narrow bezels means a higher screen-to-body ratio and wider, thinner laptops With this change in the physical appearance of laptops, manufacturers are once again looking to incorporate panels with a 16:10 aspect ratio Despite Apple's longstanding adoption of 16:10 and the aspect ratio's once-popularity in Windows laptops, global market intelligence provider TrendForce projects a <2% share of 16:10 screens in the non-Apple laptop market due to adoption rate, impact to consumers, and a need for panel makers to optimize cuts made to the mother glass According to TrendForce, panels with a 16:10 aspect ratio enjoyed a period of widespread use a few years ago, but fabs soon took into account the poor yield when cutting the mother glass into 16:10 panels; this served as the catalyst for the inception of 16:9 panels At the time, 16:9 became the mainstream standard for all non-Apple laptops The usage of 16:10 panels has seen a resurgence in 2019 because of a joint effort by Dell and Sharp to redevelop the format In particular, Sharp's recent injection of 16:10 production capacity into Gen 8 fabs seems to be an effort to increase the brand's market share in the laptop space and explains its willingness to collaborate with Dell, whose first 16:10 laptop was just released in August, with Taiwanese, American, and Chinese manufacturers to follow suit in Q2 2020 Nonetheless, TrendForce maintains a conservative outlook towards the aspect ratio's market share next year with regards to panel maker, laptop maker, and end-user perspectives Bottlenecks Confronting Panel and Laptop Manufacturers Fewer 16:10 panels can be made from the same piece of mother glass because of the increased height of the panels This inefficient yield translates to a lower sales revenue for panel manufacturers One example of this is 133 inch panels Up to 24 such panels, with an aspect ratio of 16:9, can be cut from a single sheet of Gen 5 glass – an 88% yield, but the same mother glass can only produce 20 panels (a 77% yield) if the aspect ratio is changed to 16:10 Despite ongoing discussions between laptop and panel manufacturers regarding the potential use of 16:10 panels, these discussions remain at the technical and suggestion-based stage, as opposed to real cases of mass production Because there exists no industry standard dimensions for panels with 16:10 aspect ratio, different fabs produce different sizes of panels This poses a major point of uncertainty for laptop manufacturers If they design products in accordance with current panel specifications, once fabs change panel dimensions, manufacturers will have to restart the design, molding, and mass production for the relevant components, incurring additional expenses in the process As a result, most laptop manufacturers are in the active monitoring stage at this point The Consumer's Perspective Whether there is a difference between the two aspect ratios for the end user depends in part on the users themselves, but the vast majority of websites and movies are made with 16:9 in mind Whereas Macbooks have always been 16:10 laptops, consumers are unlikely to note the difference in everyday use because of the Macbook's different operating system On the other hand, manufacturers and fabs alike are yet to find a convincing advantage to market 16:10 panels to consumers, further slowing down the development of this aspect ratio

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