MIC ENGLISH

2015 Worldwide Supply Chain Analysis: Notebook PC, Tablet, LCD TV and LCD TV Panel

December 15, 2015

99 Page, BOOK

US$4,000 (Single User License)

Abstract

Global notebook PC market has been challenged since 2012, and the prevalence of smart handheld devices continues to put a dent in the notebook PC market in 2015. Meanwhile, after four years of rapid growth, development of the worldwide tablet market slowed down in 2014, with mature markets of the United States and Western Europe reaching a saturation point. By contrast, LCD TV shipments managed to grow slightly in 2014, thanks to the 2014 FIFA World Cup. This book presents an overview of component supply chains of notebook PC, tablet, LCD TV and LCD TV panel, examines product development trends, and analyzes the strategies of branded vendors as well as contract makers.

Table of Contents
1. Notebook PC 8
1.1 Development of the Worldwide Notebook PC Market 8
1.2 Development of the Taiwanese Notebook PC Industry 13
1.3 Notebook PC Product Mix 16
1.3.1 CPU 16
1.3.2 Display 17
1.3.3 Storage Devices 18
1.4 Notebook PC Key Components 20
1.4.1 CPU 20
1.4.2 Display 23
1.4.3 Storage Devices 25
1.5 Taiwanese Contract Manufacturers 26
1.5.1 Contract Manufacturers' Shipment Share to Branded Vendors 26
1.5.2 Development Trends of Notebook PC Industry 27
2. Tablet 35
2.1 Worldwide Tablet Market 35
2.1.1 Tablet Brands' Performance 36
2.1.2 Regional Market 37
2.2 Taiwanese Tablet Production and Shipments 38
2.3 Product Mix 40
2.3.1 Display Size 40
2.3.2 ASP 41
2.4 Key Components 43
2.4.1 Panel 43
2.4.2 OS 44
2.4.3 AP 45
2.5 Production and Component Supply 46
2.5.1 OEM/ODM 46
2.5.2 Panel 47
2.5.3 AP 48
2.6 Contract Manufacturers 48
2.6.1 Quanta 49
2.6.2 Compal 49
2.6.3 Foxconn 50
2.6.4 Pegatron 50
2.6.5 Wistron 50
2.6.6 Inventec 50
2.7 Branded Vendors 50
2.7.1 Apple 50
2.7.2 Asus 51
2.7.3 Google 51
2.7.4 Amazon 51
2.7.5 Acer 52
2.8 MIC Perspective 52
2.8.1 Limited Innovation in Product Design 52
2.8.2 Reconstruction of the Industry Anticipated 52
2.8.3 Tablet Sales Eroded by Large-sized Smartphones 53
2.8.4 ASP Declines Slow Down 53
3. LCD TV 54
3.1 Worldwide LCD TV Market 54
3.1.1 Market Size 54
3.1.2 Regional Markets 56
3.1.3 Key Players' Market Share 57
3.2 Taiwanese LCD TV Industry 59
3.2.1 Shipment Volume 59
3.2.2 Shipment Value 60
3.3 Product Mix 61
3.3.1 Panel Size 61
3.3.2 3D TV 63
3.3.3 Smart TV 64
3.3.4 UHD TV 65
3.4 Supply Chain 67
3.4.1 Contract Manufacturing 67
3.4.2 Panels 68
3.4.3 Core Chip 70
3.5 Development of Major Brands 72
3.5.1 Korean Brands 72
3.5.2 Japanese Brands 73
3.5.3 Chinese Brands 74
3.6 MIC Perspective 77
3.6.1 Challenges of Maintaining Profits 77
3.6.2 Driving Profits with Smart TV Services and Enhanced Online Sales Channels 77
3.6.3 Continued Growth in Chinese Brands' International Presence 78
4. LCD TV Panel 79
4.1 Worldwide LCD TV Panel Shipments 79
4.1.1 Production Volume 79
4.1.2 Shipment Value and ASP 81
4.1.3 Shipment Area 83
4.2 LCD TV Panel Product Portfolios 84
4.2.1 Distribution of Panel Size 84
4.2.2 Average Panel Size 86
4.2.3 Resolution 88
4.3 Development of Driver ICs 90
4.3.1 Vendors and Products 90
4.3.2 Shipment Performance 91
4.3.3 LCD TV Panel Supply Chain 92
4.4. Key Players' Production Capacity Plans 94
4.4.1 BOE 95
4.4.2 CSOT 96
4.4.3 CEC-Panda 97
4.5 MIC Perspective 98
4.5.1 Continued Focus on Larger-sized Panels and UHD Resolution 98
4.5.2 Driver IC Vendors Aggressively Seek Partnerships in China 98
4.5.3 Rising Threats from China with Increased In-house Panel Supply 99
Appendix 100
Glossary of Terms 100
List of Companies 102

List of Figures

Figure 1: Worldwide Notebook PC Market Volume, 2012 - 2019 9
Figure 2: Worldwide Notebook PC Market Value, 2012 - 2019 10
Figure 3: Worldwide Notebook PC Shipment Share by Region, 2012 - 2014 11
Figure 4: Worldwide Notebook PC Shipment Share by Brand, 2012 - 2015 12
Figure 5: Shipment Volume of Taiwanese Notebook PC Industry, 4Q 2012 – 2Q 2015 14
Figure 6: Shipment Value of Taiwanese Notebook PC Industry, 4Q 2012 – 2Q 2015 15
Figure 7: Worldwide Notebook PC Shipment Share by Processor, 2012 - 2014 17
Figure 8: Worldwide Notebook PC Shipment Share by Panel Size, 2012 - 2014 18
Figure 9: Worldwide Notebook PC Shipment Share by Storage Device, 2012 - 2014 20
Figure 10: Major Vendors' Shipment Share of Notebook PC Processors, 2012 – 2014 22
Figure 11: Major Vendors' Shipment Share of Notebook PC Display Panels, 2012 – 2014 24
Figure 12: Major Vendors' Shipment Share of Notebook PC HDDs, 2012 - 2014 26
Figure 13: Shipment Volume of Taiwanese Notebook PC Contract Manufacturers, 1Q13 – 4Q14 29
Figure 14: Worldwide Tablet Shipment Volume, 2010 - 2016 35
Figure 15: Worldwide Tablet Shipment Volume by Brand, 2010 - 2014 36
Figure 16: Worldwide Tablet Market Share by Brand, 2010 - 2014 37
Figure 17: Worldwide Tablet Shipment Share by Region, 2012 - 2014 38
Figure 18: Taiwanese Tablet Shipment Performance, 2010 - 2016 39
Figure 19: Taiwanese Tablet Shipment Volume, 1Q 2012 – 4Q 2014 40
Figure 20: Worldwide Tablet Shipment Volume by Display Size, 2012 - 2014 41
Figure 21: Worldwide vs. Taiwanese Tablet ASP, 2012 – 2014 42
Figure 22: Worldwide Tablet Panel Shipment Share by Size, 1Q 2013 – 4Q 2014 43
Figure 23: Worldwide Tablet Shipment Share by OS, 2011 - 2015 44
Figure 24: Worldwide Tablet AP Shipment Share by Vendor, 2011 – 2014 45
Figure 25: Tablet Brands and Their Panel Suppliers 47
Figure 26: Worldwide LCD TV Shipment Volume, 2012 – 2019 55
Figure 27: Worldwide LCD TV Shipment Value and ASP, 2012 - 2015 56
Figure 28: Worldwide LCD TV Market Share by Region, 2012 - 2014 57
Figure 29: Taiwanese LCD TV Industry Shipment Volume, 2012 - 2015 60
Figure 30: Taiwanese LCD TV Industry Shipment Value and ASP, 2012 - 2015 61
Figure 31: Worldwide LCD TV Shipment Share by Size, 2012 - 2015 62
Figure 32: 3D TV Share of Worldwide LCD TV Shipments, 2012 - 2015 64
Figure 33: Smart TV Share of Worldwide LCD TV Shipments, 2012 - 2015 65
Figure 34: UHD TV Share of Worldwide LCD TV Shipments, 2013 - 2015 66
Figure 35: Worldwide LCD TV Panel Shipment Volume, 2011 - 2015 80
Figure 36: Worldwide LCD TV Panel Shipment Share by Country, 2011 - 2015 81
Figure 37: Worldwide LCD TV Panel Shipment Value and ASP by Country, 2011 - 2015 82
Figure 38: Worldwide LCD TV Panel Shipment Area by Country, 2010 - 2015 84
Figure 39: Worldwide LCD TV Panel Shipment Share by Size, 2010 - 2015 85
Figure 40: Average LCD TV Panel Sizes by Country, 2010 - 2014 87
Figure 41: Worldwide Panel Vendors' Average LCD TV Panel Sizes, 2010 - 2014 88
Figure 42: Worldwide LCD TV Panel Shipment Share by Resolution, 2011 - 2015 89
Figure 43: Comparison of RGB and RGBW Panels by Sub-pixel Arrangement, Resolution, and Sub-pixel Numbe 90
Figure 44: Worldwide Market Share by Panel Vendor, 2014 94

List of Tables

Table 1: Branded Vendors and Their Contract Manufacturing Partners in 2014 27
Table 2: Tablet Brands and Their Taiwanese Contract Manufacturers 46
Table 3: Taiwanese Tablet Contract Manufacturers and Their AP Suppliers 48
Table 4: Taiwanese Contract Manufacturers' Shipments 49
Table 5: Top Ten LCD TV Brands' Worldwide Market Share, 2013 - 2014 58
Table 6: LCD TV Brands' Share of Outsourced Production in 2014 68
Table 7: LCDT TV Brands' External Panel Supply Sources in 2014 69
Table 8: LCD TV Brand's External SoC Supply Sources in 2014 71
Table 9: Korean Brands' Development in 2014 72
Table 10: Japanese Brands' Development in 2014 74
Table 11: Development of China's Top 3 TV Brands in 2014 75
Table 12: Key Driver IC Suppliers and their Customer Portfolios 92
Table 13: Planned Production Capacity of BOE's Fabs 95
Table 14: Planned Production Capacity of CSOT's Fabs 96
Table 15: Planned Production Capacity of CEC-Panda's Fabs 97

Companies covered
3M, 3NOD, Acer, Allwinner Technology, Amazon, AMD, Amtran, Apple, ARM, ASUS, ATI, Audi, AUO, Best Buy, BitLand Information Technology, BOE, BYD, CEC, CEC Panda, Century Display, Changhong, China BAK Battery, China Century Technology, Chipone, Clevo, Colorful Group, Compal, CPT, CSOT, CUBE, Dell, Desay Battery, Dongbu, ECS, Electronics Technology, Foxconn, Funai, GoerTek, Google, Goworld, Guangzhou-Kaide, Haier, Hampoo, Hannstar, Hasee, HIMX, Hisense, Hisilicon, Hitachi, HP, HTC, Huawei, Hunan Broadcasting System, InfoVision, Innolux, Intel, Inventec, iQiyi, IVO, Jorgantronics Electronic, JPD, Keen High Technologies, Konka, Lenovo, LeTV, LG Electronics, LG Display, Lusem, Luxshare-ICT, MagnaChip, Marvell, Mediatek, Microsoft, Mstar, Nanosys, Novatek, Nvidia, Oceansun Battery, O-film Tech, Onda, Opera, Panasonic, Pegatron, Philips, PPTV, Qualcomm, Quanta, Ramos, Raydium Semiconductor, Realtek, Rockchips Electronics, Roku, Samsung, Samsung Display, Sanyo, Schenker, SDC, Seagate, Sharp, Shenzhen Deren Electronic, Shenzhen MTC, Sigma Design, Skyworth, Sony, Sunwoda, TCL, Tencent, TI, Tianjin Lishen, Tianma, Tmall, Toshiba, TP Vision, TPV, UMC, Vizio, Weibu, Western Digital, Wisky Technology, Wistron, Xiamen Overseas Chinese Electronic, Xiangde Electronic Technology, Xiaomi, Youku Tudou

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