Santa Clara, CA (PRWEB) September 25, 2013
After three consecutive months of shipment declines in Q213, global LCD tablet PC panel shipments recovered in July. According to the NPD DisplaySearch Monthly Tablet PC Panel Shipment & Value Chain Report, 23 million tablet PC panels were shipped, an 8% increase over June. This growth was primarily driven by 7 panels, which comprised almost half (49%) of all shipments. Low-priced white-box brands accounted for 59% of 7 panels and 43% of all tablet PC panel shipments in July.
The rise of private-label white-box tablet PCs has resulted in some well-known tablet PC brands lowering their prices. For example, Microsoft cut its 10.6 Surface to $ 199 and the Google Nexus 7 II was discounted 20%. Name-brand tablet PC makers also plan to promote several new models in 2H13 for the holidays.
Its been increasingly challenging for Apple, Samsung, and other name brands to gain greater market share because low-priced private-label brands continue to dominate the tablet PC market, said Deborah Yang, Research Director of Monitors and TV for NPD DisplaySearch. Even so, white-box tablet PC players are now facing inventory supply chain issues that have plagued the industry in recent months, which could hamper their future growth.
Apple is still the largest single consumer of tablet PC panels, with a 24% share in July, followed by Samsung at 18%. At the same time, Lenovo and Googles panel demand surged, accounting for 5% and 4% of the market, respectively. Lenovo and Google are becoming increasingly important clients for panel makers, Yang noted.
The rise of white-box brands contributed to the leadership of Chinese panel maker BOE, which made up nearly 30% of the worldwide tablet PC panel shipments in July; however, inventories of white-box tablet PC makers could adversely affect BOE shipments in the coming months. By comparison, Korean LCD panel manufacturers LG Display and Samsung Display are likely to gain share in 2H13 because they are increasing their shipment targets based on growing demand from name-brand clients.
While one can argue that the popularity of white-box tablet PCs might be short-lived, they could also conceivably penetrate not only emerging markets, but also more developed ones, Yang noted. In response to the overall slowing growth in the tablet PC market, eroding prices, and over-built inventory issues, supply-chain management and risk assessment are proving to be a common challenge for all industry participants.
The NPD DisplaySearch Monthly Tablet PC Panel Shipment & Value Chain Report offers a clear understanding of industry relationships, including value chains between panel suppliers and purchasers that drive the tablet PC category. The report includes the most recent months panel shipments, a three-month forecast, wide-viewing-angle technology segmentation, and a tablet PC panel pricing forecast. For more information about this report, please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact(at)displaysearch(dot)com or contact your regional DisplaySearch office in China, Japan, Korea, or Taiwan for more information.
About NPD DisplaySearch
NPD DisplaySearch, part of The NPD Group, provides global market research and consulting specializing in the display supply chain, including trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge. NPD DisplaySearch supply chain expertise complements sell-through information from The NPD Group, thereby providing a true end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information, visit us at http://www.displaysearch.com. Read our blog at http://www.displaysearchblog.com and follow us on Twitter at @DisplaySearch.
About The NPD Group, Inc.
The NPD Group provides global information and advisory services to drive better business decisions. By combining unique data assets with unmatched industry expertise, we help our clients track their markets, understand consumers, and drive profitable growth. Sectors covered include automotive, beauty, consumer electronics, entertainment, fashion, food/foodservice, home, luxury, mobile, office supplies, sports, technology, toys, and video games. For more information, visit http://www.npd.com and npdgroupblog.com. Follow us on Twitter: @npdtech and @npdgroup.