2013 is undoubtedly a sluggish year for the NB industry. According to the survey by WitsView, the display division of the global intelligence provider TrendForce, the global NB shipment for entire 2013 is around 167 million units, dipping 10% YoY, as the impacts brought by the touch function test the compatibility between software and hardware as well as consumers’ using habit, in addition to the global economic downturn. 2014 is projected to see constant NB shipment declines, but the decrease can narrow to 1-2%. WitsView analyst Caroline Chen emphasizes on several points to be observed as below:
Based on the survey on the global large-sized TFT-LCD capacity by WitsView, the display division of the global intelligence provider TrendForce, as there is no large global capacity expansion in 2013 and the demand for IT products is weak, panel makers shift some of the Gen5 and Gen6 capacities to high-end products, including wide viewing angle and LTPS, and to the productions of mid-and small- sized panels and touch sensors.
According to WitsView, the display division of the global intelligence provider TrendForce, panel makers seek to optimize the utilization and lift value added on products in 2013 as they try to stop losses. Despite China’s subsidy policy and the continuously growing panel sizes in the current year cease makers’ long-term losses, the three G8.5 fabs belonging to SDC, BOE, and LGD in China getting operational in 2014 will aggravate the TFT-LCD capacity expansion race among makers.
According to WitsView, the display division of the global intelligence provider TrendForce, the 2013 global LCD TV shipment declines 1.7% to 203.1 million units due to the sluggish global economic recovery and China’s ending subsidy policy. The 2014 worldwide LCD TV shipment is likely to reach 209.1 million units, rising 3% YoY (table 1). WitsView points out five bright spots in the 2014 LCD TV market, including 1.Contineously growing TV sizes; 2.Penetration rates as high as 99-100% for LED LCD TVs and 65-70% for D-LED TVs; 3. Ultra high-resolution 4K2K TVs strongly promoted by brands; 4.Curve TVs targeting at top-class consumers; 5. Integration of smart-family system centered on smart TVs lifting the 2014 smart LCD TV penetration rate to 36%.
Based on the projection by WitsView, the display division of the global intelligence provider TrendForce, the tablet shipment is projected 229 million units for entire 2014, seeing an annual growth dipping to around 20%. As the expectation that Windows 8 encourages tablets’ commercial application in 2014 is shattered, the dominant Android damps the possibility the OS lifts the sales momentum. Besides, the hardware also is pressured by prices, making the spec launched by brands to gain little traction among consumers.