The "Global Quarterly Tablet PC Tracking" report released by IDC shows that in the third quarter of 2016, tablet PC manufacturers shipped 43 million units, a year-on-year decrease of 14.7%. Although there was a double-digit decline year-on-year, shipments increased by 9.8% compared to the second quarter. Major tablet PC manufacturers are preparing for the holiday season.
IDC said that recently low-priced tablets, such as products priced below US$200, are becoming popular. These products are seen as alternatives to Apple iPad or Microsoft Surface. IDC senior research analyst Jitesh Ubrani (Jitesh Ubrani) said: "Unfortunately, many low-cost deformable devices also bring a cheap experience." In the long run, this will make users think that it is feasible. Deformation equipment is "lost when used up" and cannot be an alternative to PC.
IDC said that the Amazon Member Day event in July this year promoted sales of Amazon Fire tablets. This product is positioned at the low end, and a 30% discount is also provided during the promotion period. Therefore, in the third quarter, Amazon's tablet sales increased by 319% year-on-year to 3.1 million units.
IDC Tablet PC Research Director Jean Phillipe Bouchard (Jean Phillipe Bouchard) said: “In addition to different end-user experiences for low-end and high-end tablets, we have also seen a'structural movement' in the market, that is, low price positioning. End-to-end devices have become part of the platform strategy. For example, Amazon is offering Alexa in Fire tablets, and higher-priced productivity tools are turning tablets into real computing devices and alternative notebooks. This will drive average selling prices. rise."
Strong demand for call tablets, chip maker Intel leaves the market
The latest report released by Strategy Analytics Mobile Components Research Service "Q2 2016 Tablet PC Application Processor Market Share: Tablet Application Processor Revenue Decreased by 32%" shows that in the first half of 2016, the global tablet PC application processor market dropped by 34 compared to the same period last year. % To 889 million US dollars.
Strategy Analytics research pointed out that Apple, Qualcomm, Intel, MediaTek and Samsung LSI ranked the top five in the tablet application processor market in the first half of 2016. Apple ranked first with a revenue share of 35%; Qualcomm followed closely with a revenue share of 18%, and Intel, which had a revenue share of 13%, ranked third.
Sravan Kundojjala, deputy director of mobile component technical services at Strategy Analytics, said, “The tablet application processor market continued to shrink in the first half of 2016, and all major tablet application processor vendors were deeply affected. We estimate that ARM-based tablets The market share of application processors increased from 83% in the first half of 2015 to 89% in the first half of 2016. In the first half of 2016, Intel’s tablet application processor shipments were halved due to Intel’s focus on its business Moving from Atom-based low-end Android tablets to Core-based tablets; Windows tablets account for the majority of Intel tablet application processor shipments.
Stuart Robinson, Executive Director of Mobile Components Technology Services at Strategy Analytics, said, “Our research shows that in the first half of 2016, baseband-integrated application processors accounted for one-third of the total tablet application processor shipments; Qualcomm, MediaTek and Spreadtrum accounts for 80% of all integrated baseband tablet processor shipments; in addition, Intel’s recent decision to weaken integrated application processors will benefit these three manufacturers in the next few quarters."
Allwinner PK Rockchip, leading a position
Chinese IC design companies Allwinner Technology (aligned with Qualcomm) and Rockchip Microelectronics (aligned with Intel), which account for one-third of global tablet PC chip shipments, also face two different fates.
After the IPO of Allwinner Technology, its business diversification no longer relies on the tablet chip market, and the profit trend is gradually enlarged. According to the financial report for the first three quarters announced by All Chi, the growth rate was 30-50% year-on-year. Mainly through multiple business lines such as personal, home, in-vehicle, VR, etc., it has frequently used multiple business lines such as the Internet of Vehicles, VR, service robots and other industrial hot spots to reverse the losing trend of the tablet market and return to medium-to-high growth.
Success is flat, and failure is flat. Rockchip, which is preparing for an IPO, has both declined in revenue and net profit in the past three years. From 2013 to 2015, Rockchip’s operating income was about 1.449 billion yuan, 1.021 billion yuan, and 1.016 billion yuan, respectively. In terms of net profit, they were 168 million yuan, 55,162,400 yuan and 25,287,400 yuan, compared with 2013, the decline is very serious.
Due to Rockchip’s excessive reliance on tablet PC chips, the downstream demand in this market has slowed sharply, competition has intensified, and the single market has fallen sharply. In terms of intensity, it is obviously weaker than Allwinner Technology, which leverages the capital market.
Spring River Plumbing Duck Prophet, in fact, since last year and the year before, some white-brand tablet solution providers and large IDH/ODM manufacturers have turned to other smart hardware to develop new products, including smart driving recorders, smart micro-projectors, projection tablets, and cameras. Wearable devices, children's watch escort robots, drones, VR/AR, home security, smart homes and other extensive IoT markets. However, despite the continued decline of tablet PCs, due to the large stock in the market, shipments are still considerable, and the remaining manufacturers' competitive pressure is gradually reduced. Once they bottom out, they will be the first to benefit.
