Taipei, Wednesday, April 1, 2015 14:14 (GMT+8)
partly cloudy
Taipei
30°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
  • Rooftop PV systems are stage for Taiwan solar cell makers: Q&A with Win Win Precision chairman David Chen

    Green energy | 12min ago

  • Solargiga PV module shipments grow 78.8% in 2014

    Green energy | 3h ago

  • PCL Technologies expects steady growth in shipments of LTE, 10Gbps SFP+ optical transceiver modules

    Mobile + telecom | 3h 3min ago

  • Worldwide natural gas vehicle sales to total 37.2 million from 2014-2024, says Navigant

    Green energy | 3h 18min ago

  • 220 GaN MOCVD reactors to be installed in 2015, says IHS

    LED | 3h 20min ago

  • ASE to deal out cash dividend for 2014

    Bits + chips | 3h 22min ago

  • Philips to sell majority interest in combined LED components and automotive lighting business to GO Scale Capital

    LED | 3h 24min ago

  • IC demand from China picking up, say Taiwan firms

    Bits + chips | Mar 31, 22:04

  • HTC to unveil new HTC One family products in April in Beijing

    Mobile + telecom - Newswatch | Mar 31, 22:02

  • China market: Xiaomi unveils 5 new products

    IT + CE | Mar 31, 21:56

  • E Ink reports 2014 revenues

    Displays | Mar 31, 21:53

  • VIS signs OTP IP license agreement with Attopsemi

    Bits + chips | Mar 31, 21:52

  • Taiwan plastic chassis makers reducing capacities

    IT + CE | Mar 31, 21:07

  • LG Chem to invest US$100 million to expand China polarizer facilities, says report

    Displays | Mar 31, 20:43

  • Getac Technology expects 2015 ruggedized device shipments to grow at least 15%

    IT + CE | Mar 31, 20:41

  • Wistron invests in Arbor Technology

    Before Going to Press | Mar 31, 21:43

  • Neo Solar Power installs double-glass N-type BiFi PV modules in Japan

    Before Going to Press | Mar 31, 20:28

  • Foxconn scores points in automating production in eastern China

    Before Going to Press | Mar 31, 20:24

  • Foxconn to not engage in production, marketing of electric vehicles

    Before Going to Press | Mar 31, 20:23

  • Genesis Photonics develops automotive flip-chip high-power LED lighting solution

    Before Going to Press | Mar 31, 20:22

  • Novatek obtains TV chip orders from Japan- and Korea-based brand vendors

    Before Going to Press | Mar 31, 20:19

  • Micron raises NAND flash quotes

    Before Going to Press | Mar 31, 20:19

  • Philips to sell majority interest in combined LED components and automotive lighting business to GO Scale Capital

    Before Going to Press | Mar 31, 20:17

  • Samsung expected to delay a second round of investment for expanding flexible display

    Before Going to Press | Mar 31, 20:17

  • Digitimes Research: Lenovo to fall short of 10 million smartphone shipments in 1Q15

    Before Going to Press | Mar 31, 20:16

Pause
 | 
View more

High-brightness LED market trends and forecast, 2015

RESEARCH EXTRAS | Mar 16, 17:50

Digitimes Research forecasts that in 2015, the global high-brightness (HB) LED industry will have annual growth of 7.5% in terms of output, reaching US$13.7 billion. The total number of LEDs used will reach 186 billion units, representing annual growth of 32.6%,...

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...

Taiwan large-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | 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 DISPLAY SYSTEM | 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 LCD PANEL | 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 AP market forecast and vendor analysis
Wireless broadband developments in Southeast Asia markets
Greater China touch panel shipment forecast through 2015
  • 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.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.