Tag: market shares

Fourth quarter “promising” for tablet sales

Lenovo shopfrontA market research firm said that 40 million tablets will ship worldwide in this, the fourth quarter of 2015.

ABI Research said last quarter 30.6 million branded tablets shipped, but described this quarter as promising, with units accounting for 29 percent of the total volume in 2015.

Nevertheless, the fourth quarter will be down 19.7 percent compared to the same quarter last year.

Jeff Orr, a research director at ABI, said: “Vendors are hoping to gain back some of their unit and revenue shortfall from earlier in 2015. New tablets from Amazon and others will utilise a low cost approach to achieve this strategy.”

Orr numbers the vendors as Apple, Samsung, Lenovo, Huawei and Asus, in order. But the biggest gains during the quarter were made by Lenovo and Asus.

The biggest vendor losers during the quarter will be Apple and Microsoft – the former fell eight percent during the first nine months of 2015. Microsoft lost over half of its market share in the previous 90 days as it moved from the Surface Pro 3 to the Surface Pro 4.

4K TV sales blooming

old-school-tvShipments of LCD TVs are likely to top 216 million units this year, an annual decline compared to 2014, as we reported earlier this week.

Now, Trendforce, a Taiwanese market research company, predicts that next year won’t see much brightness with sales likely to be about 220 million units in 2016, a slight increase of 1.86 percent compared to 2015.

But Trendforce analysts say 4K TVs will represent 23 percent of the global market next year as prices will be affordable.

Screen sizes, the firm said, with become larger and high resolutions will become prevalent.

Already, TV sets with screen sizes of 50 inch and above represent 19.7 percent of total shipments.

Trendforce research manager Ricky Lin said that the global demand for LCD TVs are close to saturation.

However, Korean companies Samsung and LG Electronics still occupy the number one and number two positions.

Apple to catch up with Samsung

Old Apple logo - Wikimedia CommonsAlthough smartphone shipments are expected to fall by 9.7 percent in 2015, double digit shipments are a thing of the past.

That’s according to Avril Wu, a smartphone analyst at Trendforce.

She said the global market had started to plateau this year. And Apple appears to be catching up with Samsung.

She said: “While Samsung has kept its shipment title through the year, it is struggling against Apple in the high end market and being pushed out of the mid range and low end sectors by Chinese competitors.”

She said that because of this, Samsung’s smartphone business will continue to be squeezed.

“Closely trailing Samsung in global shipments is Apple, which remains as the dominant and most profitable vendor in the high end market, she said.

Chinese brands are expanding overseas to get more market share, and shipments from Chinese brands will stay above the global average.

Global hardcopy peripheral market grows

The global hardcopy peripherals market returned to pre-crisis shipment levels with nearly 31 million units shipped in Q3, IDC said.

Its Worldwide Quarterly Hardcopy Peripherals Tracker, also found that this is the second consecutive quarter of double-digit year-over-year growth in both units shipped and shipment value.

In Q3 of this year, total market shipments improved by 13 percent compared to this time last year while shipment value increased 17 percent to $14.3 billion.

The analyst company said that the growth was “positive” and showed that the market was picking itself up from the decline seen in 2008 and 2009. It put this down to the fact that “consumer confidence” in this market had returned and that businesses were looking once again to invest in their printing and imaging sectors.

The third quarter experienced a higher year-over-year growth for monochrome laser multifunction printers (MFPs) over colour laser MFPs. MFPs took a share of 38 percent compared to the 21 percent share of colour MFPs.

But it seems as though laser MFPs were trumping their colour rivals long before this as IDC said this was the second consecutive quarter where monochrome laser printers outperformed colour laser MFPs by more than 5 percent.

Leading the way was HP, which has dusted itself off from the laser shortage issue and ramped up shipments to more than 3.5 million laser units, resulting in double-digit year-over-year growth across all regions.

Overall inkjet devices continued to lead in the overall hardcopy peripherals market with close to 20 million units shipped. IDC said this showed a 6 percent year-over-year growth.

However, other industries are also growing. The laser market grew 32 percent year-over-year to more than 9.5 million units in the third quarter with HP and Samsung remaining the top two vendors in this space, with a combined share of more than 50 percent.

 Monochrome lasers increased 35 percent year-over-year to more than 8 million units in Q3, resulting in an 84 percent share of the total laser space, while colour laser finished the quarter with a 16 percent market share.

When it came to global sales the US was found to be the second largest region in the overall hardcopy peripherals market with more than 6.8 million units shipped, while the Western Europe region shipments increased 7 percent to more than 6.3 million units.

IDC said Western Europe also maintains its number three spot in the total hardcopy peripherals market, based on shipments.

Central Eastern Europe & Middle East and Africa (CEMA) accounted for a 13 percent share with close to 4 million units, and resulted in a  23 percent year-over-year growth.
It was however, bitter sweet for the Asia/Pacific (excluding Japan) region, which although posted 23 percent year-over-year growth in unit shipments, saw an overall market decline of 26 percent.

However, the region maintains the top spot in the overall market with over 8 million units shipped in Q3. China accounted for the majority of shipments in the region with more than a 42 percent share.

Japan however, came bottom as most vendors decreased shipments to reduce stocks on the market in preparation for new product launches for the year-end sales in the fourth quarter. The region recorded a six percent growth.

Leading the way in the overall hardcopy peripherals market was giant HP, which was claimed to have shipped 13.4 million units shipped, resulting in a  44 percent share.

With its laser shortage issue resolved, HP saw 21 percent year-over-year growth globally and double-digit growth across all regions, except for North America.

Trailing in second place was Canon with close to 5.4 million units shipped and a 17 percent market share. The vendor posted a six percent year-over-year growth due to strong performance in the laser segment, which IDC placed at 33 percent. However it showed a weaker performance in the inkjet segment with a one percent growth.

Coming in third was Epson with a 14 percent share and an overall 11 percent growth. Shipments were said to approach 4.4 million units in Q3.

However, although it came out third in the overall inkjet segment with an 18 percent share, Epson only accounted for a one  percent share in the laser segment. Its best performing region was Latin America with an impressive 57 percent year-over-year increase, followed by a 51 percent growth in Canada.

Samsung came in second to last in fourth place with IDC claiming that its market share had remained unchanged at five percent, compared to a year ago. However, it pointed out that the  vendor posted a 21 percent year-over-year shipment growth in this quarter. Samsung experienced the highest year-over-year growth in the Americas with 60 percent share, followed by 30 percent in APeJ and six percent in EMEA. Laser devices accounted for more than 95 percent of Samsung’s total shipments in the quarter.

Bringing up the rear however, was Brother  with an overall  five percent market share and close to 1.6 million units shipped. This was driven by strong year-over-year performance in the emerging markets, including 74 percent growth in Latin America, and 73 percent  in the  Middle East and Africa.

EMC grabs Isilon Systems

EMC has signed on the dotted line to acquire network attached storage company Isilon Systems.

Under terms of the agreement, EMC will pay $33.85 per share in cash in exchange for each share of Isilon for an aggregate purchase price of approximately $2.25 billion, net of Isilon’s existing cash balance.  

According to the announcement the boards of directors for both companies have unanimously approved the terms of the agreement. The deal, which is subject to customary approvals, is expected to be completed late this year. However, EMC has said it is not expected to have a material impact to EMC’s full-year 2010 GAAP.  

Isilon is claimed to be the leader in the fast-growing “Scale-out NAS” segment, which IDC projects will grow on average approximately 36 percent annually reaching an estimated $6 billion dollars in 2014.  

The collaboration will mean EMC will be able to offer low-cost storage infrastructure for managing the massive amount of data produced by a new generation of applications in markets such as life sciences, media and entertainment, such as online streaming, and oil and gas (for example seismic interpretation.)

EMC expects the combined revenue of the two storage offerings to reach a $1 billion run-rate during the second half of 2012.

In connection with this announcement, EMC is has revised all of its previously issued business outlook for 2010. It now expects consolidated revenues of $16.9 billion, $0.91 in consolidated GAAP diluted earnings per share, and $1.25 in consolidated non-GAAP diluted earnings per share, which excludes the impact of restructuring and acquisition-related charges, stock-based compensation expense, and intangible asset amortization.

For 2010, consolidated restructuring and acquisition-related charges, stock-based compensation expense, and intangible asset amortization are expected to be $0.02, $0.23 and $0.09 per diluted share, respectively.

Global silicon shipments to rise

Global silicon shipments in terms of square inches will rise to record levels in 2010.

According to iSuppli shipments of silicon for semiconductor manufacturing in 2010 will grow by 23.6 percent year-over-year, reaching 8.9 billion total square inches. This, the company said is up from 7.2 billion square inches in 2009. And it gets better with the company predicting that by 2014, 12.4 billion total square inches of silicon will be shipped.

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Len Jelinek, director and chief analyst for semiconductor manufacturing and supply at iSuppli, said: “Following the recession of late 2008 and 2009, chip manufacturers spent the first half of 2010 striving to reverse the damage they had suffered.

“Visibility in the second half of 2010 remains limited even as the all-important holiday season inches closer. The good news is that barring any new collapse, silicon suppliers will have sufficient orders on the books to carry them through the third and fourth quarters. And while growth in 2011 won’t match the high expansion rate seen in 2010, iSuppli anticipates that the semiconductor industry will require additional increases in silicon shipments of about 13 percent compared to 2010 shipment rates to meet the projected development.”

 
The company said that the demand for silicon in 12-inch wafers continues to rise at a rate that will outperform the industry average for silicon through 2014. However it warned that in order to maintain growth, silicon suppliers must continue to expand 12-inch wafer manufacturing.

And it gets better after this year with iSuppli saying it expects to see a greater emphasis on shifting to even more 12-inch wafer manufacturing. Mixed signal and other technologies will be moving to 12-inch wafers as a result of older 12-inch tools no longer being cost effective for the manufacturing of leading-edge technology products, the company said.

It’s also a good future for 12-inch wafer manufacturing with the company claiming that over the next five years the availability of additional mature manufacturing capacity and tools will speed up the conversion to 12-inch wafer manufacturing for products such as analogue and mixed signal devices.
 
However it’s bad news for the 18-inch wafer with iSuppli predicting a snails pace for this piece of technology within five years. It said it did not anticipate the technology will commence manufacturing for at least five more years. Even then, the costs may prove to be prohibitive.

It said that while a few companies and consortiums are discussing the idea of manufacturing 18-inch wafers, the dilemma for equipment costs continues to loom as the final hurdle toward adoption.