Taipei, Wednesday, March 4, 2015 08:34 (GMT+8)
fog
Taipei
14°C
Trends and shipment forecast for 2H 2012 tablet market
James Wang, DIGITIMES Research, Taipei [Friday 3 August 2012]
Registration required (free) to purchase. Please sign in if you wish to continue.
In the second half of 2012, poor global economic growth is having a more significant impact on the global market for branded tablets than had previously been anticipated. Digitimes Research therefore remains conservative about the prospects for the period, with half-year shipments projected to reach 49.18 million units and whole-year shipments being revised downward to 88.69 million units. Apple, the Google-Asus Nexus 7, Amazon and Microsoft are expected to account for more than 76% of the market and will reach 38.5 million units.
Abstract
Global tablet shipment forecasts for major brands, 1H10-2H12 (m units)

In the second half of 2012, poor global economic growth is having a more significant impact on the global market for branded tablets than had previously been anticipated. Digitimes Research therefore remains conservative about the prospects for the period, with half-year shipments projected to reach 49.18 million units and whole-year shipments being revised downward to 88.69 million units; the ratio of shipments between the first and second halves of the year is estimated to be 45:55.

The ranks of competitors in the tablet market will see enormous changes in 2012. Where the market formerly consisted mainly of mobile phone and PC vendors versus Apple, the situation is evolving so that four major players will fight for the spoils: Amazon, Google, Microsoft and Apple. This battle among industry giants will be the key to the development of the industry over the second half of 2012.

Shipments of 12 million iPad 2 tablets in the first half of 2012 and the launch of the Google-Asus Nexus 7 in the third quarter have had a significant impact on other tablet manufacturers. This will be followed by the launch of Amazon's next-generation 7-inch tablets and the Microsoft Surface, while there is also the possibility that Apple will launch a smaller iPad - likely to be dubbed the iPad Mini - and/or a refreshed version of its main 9.7-inch iPad model, hereafter referred to as the "refreshed iPad".

Digitimes Research forecasts that total shipments for the aforementioned four main players in the second half of 2012 will reach 38.5 million units, with figures for Google based on the part of Nexus 7 shipments which will be sold via Google Play, i.e. excluding the portion of Nexus 7 shipments sold through Asus' sales channels. This figure would exceed total global shipments of branded tablets during the first half of 2012 and account for some 77% of overall shipments in the period.

While Android has overtaken iOS as the largest platform in the smartphone market, it has been far less successful in the tablet sector, with OEM partners dropping out with each successive quarter, and the launch of the Kindle Fire in fourth-quarter 2011 also took a further slice of the potential opportunities for developing low-end tablets running official Android.

Figures from Digitimes Research show that shipments of branded tablets running official Android began to stagnate from the second quarter of 2011, with quarterly shipments failing to break the four-million barrier. Andy Rubin indicated in October 2011 that just six million Android tablets had been activated, highlighting the fact that sales of Android tablets from brand vendors have been far from ideal.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • MWC 2015: Intel launches new mobile SoCs, LTE solution

    IT + CE | 10h 20min ago

  • Foundry houses in China, Taiwan set to compete for specialty process orders

    Bits + chips | 11h 33min ago

  • PCB maker Zhen Ding hits record EPS for 2014

    Bits + chips | 11h 36min ago

  • Taiwan January export order value down on month, up on year, says MOEA

    Bits + chips | 11h 39min ago

  • Global semiconductor industry posts highest-ever January sales, says SIA

    Bits + chips | 11h 42min ago

  • Sysgration lands orders for electric bus-use battery modules from CSR

    IT + CE | 11h 44min ago

  • WPG to acquire Genuine shares

    Bits + chips | 11h 48min ago

  • Ichia reports 40% on-year revenues decline during February

    IT + CE - Stockwatch | 11h 54min ago

  • HTC reports 27% on-year revenues increase for February

    Mobile + telecom - Stockwatch | 12h 4min ago

  • Digitimes Research: Taiwan IC design industry output value to grow 13% in 2015

    Bits + chips | 12h 6min ago

  • ASMedia leads in USB 3.1 controller ICs amid Taiwan IC designers

    Bits + chips | 12h 7min ago

  • Elan to deal out cash dividend of NT$3.60 for 2014

    Before Going to Press | 11h 45min ago

  • Foxconn seeing initial success in robot ODM production

    Before Going to Press | 12h 9min ago

  • Foundry houses in China, Taiwan set to compete for specialty process orders

    Before Going to Press | 12h 18min ago

  • China PV module makers expected to suffer from Japan planned feed-in tariff cut

    Before Going to Press | 12h 20min ago

  • Sharp quitting in-house solar cell production will not impact Taiwan makers

    Before Going to Press | 12h 20min ago

  • Automobiles shipped as of 2020 expected to average over one display

    Before Going to Press | 12h 22min ago

  • Alibaba fined and asked to quit Taiwan market, says report

    Before Going to Press | 12h 23min ago

  • Chunghwa Telecom, HTC sign to continue cooperation in 4G business

    Before Going to Press | 12h 27min ago

  • Delta Electronics steps into developing components used in electric vehicles

    Before Going to Press | 12h 28min ago

  • PCB maker Zhen Ding hits record EPS for 2014

    Before Going to Press | 12h 28min ago

  • MWC 2015: Intel launches new mobile SoCs, LTE solution

    Before Going to Press | Mar 3, 19:57

Pause
 | 
View more

2015 China IC design market forecast

RESEARCH EXTRAS | Jan 23, 10:50

Global economic growth is forecast to reach 3.8% in 2015, up from 3.3% in 2014. From the perspective of the electronics industry though, PC shipments will continue to decline, smartphone shipment growth will drop, and tablet shipments may decline. Despite the...

2015 global AP market forecast and vendor analysis

RESEARCH EXTRAS | Jan 23, 10:46

Digitimes Research estimates that total 2014 AP shipments will reach 1.52 billion units worldwide, up 19.6% from 2013, and in 2015 the global market will see shipments of 1.65 billion units, growing 8.5% on year. The slowdown is mainly due to a shrinking tablet...

Taiwan large-size LCD panels – 4Q 2014

TAIWAN FPD | Feb 17, 11:23

Taiwan-based makers saw their large-size TFT LCD panel shipments increase on year in fourth-quarter 2014, driven largely by demand for TV applications. But they are facing growing competition from China-based and Korea-based makers who are ramping up new production...

Taiwan LCD TVs – 4Q 2014

TAIWAN FPD | Feb 17, 11:07

Taiwan's LCD TV makers saw significant increases in shipments in the fourth quarter of 2014 thanks to strong seasonal demand, as well as Foxconn's shipments to Mexico to fulfill government procurement orders.

Taiwan small- to mid-size LCD panels – 4Q 2014

TAIWAN FPD | Feb 16, 15:11

Major Taiwan-based suppliers of small- to medium-size LCD panels changed their production strategies in fourth-quarter 2014 as the industry entered the slow season amid sluggish demand for smartphone applications and rising competition from China-based rivals...

2015 global notebook demand forecast
Wireless broadband developments in Southeast Asia markets
The transition to 4k TV - UHD TV market forecast, 2014-2017
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.