The fierce battle between Apple and Samsung in the smart phone segment will spread to the tablet arena in 2014. According WitsView, the display research division of the global intelligence provider TrendForce, the two giant brands show distinct strategies in the tablet business units as Apple retains a conservative defendant measure to secure profits and Samsung sees shipment expansion as top priority with the urge to grow actively. With different strategy execution and effects, the shipment volumes of these two will be approaching with a market share gap narrowing to less than 10% in Q1 this year.
The news that SONY sells its VAIO PC unit is shocking but not surprising. Based on the survey by WitsView, the display division of the global intelligence provider TrendForce, SONY’s NB shipment declined near 35% from 2010 to 2013 with a worldwide market share dipping to below 4% in 2013, indicating its PC unit facing severe obstacles.
Based on the survey by WitsView, the display research division of the global intelligence provider TrendForce, the global top ten LCD monitor brands’ shipment in December 2013 declined sharply 11.8% MoM and grew slightly from the same period last year as LCD monitor brands had distributed goods in advance to retailers in October and November for the year-end holidays and held conservative procurement for the following slow season in the U.S. and Europe. SI makers’ December shipment dipped 5.8% MoM and trimmed 6.9% YoY due to SI makers’ inventory level adjustment for the year-end financial inventory settlement and some panel makers’ delayed panel shipment.
According to the survey on mid-and large-sized panel sizes for Jan. 2014 by WitsView, the display research division of the global market intelligence provider TrendForce, the LCD TV panel prices declined constantly, the 21.5W monitor panel price rise $0.5 on the capacity adjustment, China’s labor shortage, and spec shift, while the 20W, 23.6W, and 24W prices remain flat and other sizes show small drops $0.3-0.5. NB panel prices climb on the panel supply and brands’ active restocking as the 15.6 HD Wedge and Flat surge $0.5, while the 14.0 HD Wedge and Flat and the 17.3HD+ panels stay flat. (Table 1& Table 2)
According to WitsView, the display research division of the global market intelligence provider TrendForce, the global NB shipment in Q4 2013 rose 4.7% to 46 million units after a 10.2% growth in Q3. HP consecutively held the No.1 place with an 8M-unit shipment while Lenovo came to the 2nd place with 7.4 M units. (Acquired brands’ shipments are excluded.)