Report increases 2011 total China PC market shipments forecast from 95 million to over 100 million units, increases mobile PC shipment forecast from 40.8 million to 47.4 million units due to strong growth
Kendall Sinclair
SANTA CLARA, California
,
November 14, 2011
(press release)
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According to the latest research from the DisplaySearch Quarterly China PC Shipment and Forecast Report, the company has increased its 2011 forecast for total China PC market shipments, which includes desktop PCs, all-in-one (AIO) PCs and mobile PCs (notebooks, mini-notes and tablets) from 95 million to more than 100 million units, accounting for a 25% Y/Y increase.
Brand Desktop Mobile PCs Q2 11 Total Q2'11 1 Lenovo 2,853 3,090 5,943 23.6% 2 AOC 2,142 2,142 8.5% 3 Acer Group 1,292 712 2,004 8.0% 4 Dell 801 1,156 1,957 7.8% 5 Apple 95 1,662 1,756 7.0% 6 Samsung 1,143 373 1,516 6.0% 7 Asus 167 1,207 1,374 5.5% 8 HP 788 476 1,263 5.0% 9 Philips 996 996 4.0% 10 LGE 560 2 562 2.2% 11 Great Wall 486 486 1.9% 12 Haier 261 162 422 1.7% 13 Tongfang 343 343 1.4% 14 ViewSonic 304 6 310 1.2% 15 Toshiba 284 284 1.1%
“Despite weak global demand, PC market growth in China continues to outpace the rest of the world,” noted Robin Wu, DisplaySearch China PC/IT analyst. “The rapid development in the region as part of the country’s strategy to develop western China over the past 10 years ultimately resulted in the China PC market growth exceeding expectations.”
As a result of the strong growth, DisplaySearch has increased its 2011 shipment forecast of Desktop PCs from 51.6 million units to 52.4 million units, AIO PCs from 2.5 million to 3.8 million units and mobile PC from 40.8 million to 47.4 million units.
Q2’11 Tablet PC Shipments Reach 2.4M; 2011 Forecast Upgraded to 10M Units
DisplaySearch previously forecast 2011 tablet PC shipments at 3.4 million units; however, Q2’11 has far exceeded this estimate, reaching 2.4 million units. The growth was attributed to aggressive pricing strategies by brands, including Lenovo. DisplaySearch has raised its 2011 tablet PC shipment forecast to 10 million units, accounting for a 10% share of the total China PC market. Apple continues to lead in tablet PC brands in China, while other brands like Lenovo, Acer and Samsung are also increasing their efforts. Lenovo’s successful strategy to sell its 7” A1 Lepad for $155 (CNY1,000) could increase price competition and ultimately increase shipments further.
DIY Market Approach Accounts for Majority of China PC Market
The do-it-yourself (DIY) market, which consists of self-built PCs that have a monitor included as part of a complete solution, still accounts for a significant share of the overall China PC market. 2011 shipments are expected to exceed 20 million units. Great Wall, a local brand, is experiencing strong growth in both the AIO PC and DIY PC segments. The company’s parts-in-one (PIO) concept (an AIO DIY solution) could provide additional growth opportunities for the PC market in this region.
Lenovo Leads China PC Market, While AOC Continues to Capture Market Share
Lenovo’s leading position in the China PC market is strengthened by its efforts in the LCD monitor, desktop PC and mobile PC segments with a 23.6% share of the total China PC market. AOC’s share was 8.5%. The combined market share of Lenovo + AOC reached 32.1% in Q2’11 compared to 27.6% in Q1’11, and Lenovo’s shares in all market segments grew in Q2’11.
“Lenovo and AOC are known in the China PC market for their initiatives in managing sales channels, which is crucial when market demand is in a relatively weak phase. Their sales channels’ brands can always reach end customers faster and more sufficiently than their competitors,” Wu said.
“In the shadow of a weak global economy, a high Consumer Price Index and inflation, China PC market growth is also facing difficulty in the consumer market. This is causing leading brands like Lenovo and AOC, who have good control of sales channels, to grow at a faster pace than other players in the market and grab more market shares,” Wu added.
Table 1: China PC Market Share by Manufacturer
Monitors
Total PC Share
The DisplaySearch Quarterly China PC Shipment and Forecast Report represents the first collective look at the entire personal computer market in mainland China, including tablet PCs, desktop PCs, all-in-one PCs, notebook PCs, and mini-notes. It provides the most comprehensive survey of domestic PC brands and associated products, such as desktop monitors, indicating an accurate picture of the China PC market (due to the popularity of building DIY systems in China). It highlights the unique nature of the domestic China PC business and offers comparisons with other regions of the PC market.
For more information on this report, please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, or contact@displaysearch.com or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan.
About DisplaySearch
Since 1996, DisplaySearch has been recognized as a leading global market research and consulting firm specializing in the display supply chain, as well as the emerging photovoltaic/solar cell industries. DisplaySearch provides trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge. In collaboration with The NPD Group, its parent company, DisplaySearch uniquely offers a true end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information on DisplaySearch analysts, reports and industry events, visit us at http://www.displaysearch.com/. Read our blog at http://www.displaysearchblog.com/ and follow us on Twitter at @DisplaySearch.
About The NPD Group, Inc.
The NPD Group is the leading provider of reliable and comprehensive consumer and retail information for a wide range of industries. Today, more than 1,800 manufacturers, retailers, and service companies rely on NPD to help them drive critical business decisions at the global, national, and local market levels. NPD helps our clients to identify new business opportunities and guide product development, marketing, sales, merchandising, and other functions. Information is available for the following industry sectors: automotive, beauty, commercial technology, consumer technology, entertainment, fashion, food and beverage, foodservice, home, office supplies, software, sports, toys, and wireless. For more information, contact us or visit http://www.npd.com/ and http://www.npdgroupblog.com/. Follow us on Twitter at @npdtech and @npdgroup.
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