Tablet panel shipments rebound in July
CNATAIPEI -- Global shipments of LCD panels used in tablet computers showed signs of recovery in July after three consecutive months of decline, according to a report by market advisory firm NPD DisplaySearch.
October 1, 2013, 12:09 am TWN
The Sept. 27 report found that 23 million tablet panels were shipped in July, an 8-percent increase from the previous month, primarily driven by 7-inch panels, which accounted for 49 percent of all shipments.
The rise of private-label white-box tablets has resulted in some well-known tablet brands lowering their prices, the report said, adding that some branded tablet makers also plan to promote several new models in the second half of 2013 to take advantage of the holiday season.
For example, Microsoft Corp. has cut the price of its 10.6-inch Surface RT by 60 percent to US$199, and the second-generation Nexus 7 co-branded by Google Inc. and Taiwan's Asustek Computer Inc. has been discounted 20 percent, the report said.
“It's 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 market,” said Deborah Yang, research director of monitors and TVs for NPD DisplaySearch.
“Even so, white-box tablet players are now facing inventory supply chain issues that have plagued the industry in recent months, which could hamper their future growth,” she wrote in the report.
Yang noted that Apple Inc. is still the largest single consumer of tablet panels, with a 24 percent share in July, followed by Samsung Electronics Co. at 18 percent.
Meanwhile, panel demand from Lenovo Group Ltd. of China and Google also surged, accounting for 5 percent and 4 percent of the market, respectively, the analyst said.
Lacking a new product launch in March to help spur shipments, Apple's iPad saw a lower-than-predicted shipment total of 14.6 million units in the second quarter of the year, down from 17 million units in the same period of 2012, according to data from tech-tracking firm International Data Corp. (IDC).
That still put Apple ahead of all tablet vendors in the April-June quarter, despite its market share declining to 32.4 percent from 60.3 percent a year earlier.
Second-place Samsung shipped 8.1 million units for an 18 percent market share during the second quarter, and third-place Asustek shipped 2 million units for a 4.5 percent share, IDC said.