Search Results
keyword：Anita Wang，
63 result(s)
2023/01/05
According to TrendForce’s latest analysis of the market for LCD monitors, device shipments are estimated to reach around 135 million units for 2022, showing a YoY drop of 7% Even though shipments on the whole were relatively stable during 1H22, the demand from the commercial segment of the LCD monitor market slowed down significantly in 2H22 as enterprises were scaling back their budgets Furthermore, the effects of the ongoing inflation and rising interest rates became more prominent over time, and the demand for consumer electronics fell considerably as a result This development thus impacted the consumer segment of the LCD monitor market during 2H22 Regarding 2023, the pandemic-related demand has subsided, and there are still a lot of uncertainties with respect to the course of the global economy and politics Given this situation, TrendForce projects that LCD monitor shipments will return to the pre-pandemic level, coming to around 127 million units and registering a YoY decline of about 58%
HP Returned to Second Place in Global Ranking of LCD Monitor Brands by Shipments for 2022 Owing to Release of Deferred Demand from Commercial Segment
TrendForce states that LCD monitor shipments on the whole were relatively stable during 1H22 In 2Q22, the demand for LCD monitors did experience a freeze because of the Russia-Ukraine military conflict The ongoing global inflation was exacerbated by this geopolitical event, thereby compelling consumers to allocate a greater share of their budgets to daily necessities and reduce their spending on consumer electronics However, commercial customers in Europe and North America still had some leftover portions of earlier orders that were originally scheduled to be fulfilled in 2021 The release of this deferred demand not only helped prop up LCD monitor shipments for the entire 2022 but also enabled HP to climb back to second place in the global ranking of LCD monitor brands by annual shipments
Consumer Monitor Brands Have Raised Shipment Target for 2023, Whereas Commercial Monitor Brands Hold Conservative View
The annual total shipments of the global top 10 LCD monitor brands are forecasted rise by about 1% YoY for 2023 This projection is based on the top 10 brands’ respective shipment targets for the year Now, with the arrival of 2023, orders from commercial customers are showing a substantial shrinkage Therefore, Dell and HP have lowered their annual shipment targets The target that Dell has set for 2023 is 114% lower than its shipment result for 2022 As for HP, the target it has set for 2023 is 31% lower than its shipment result for 2022 Turning to Chinese commercial monitor brand Lenovo, its target for 2023 is almost on par with its shipment result for 2022
Conversely, consumer monitor brands have significantly raised their annual shipment targets for 2023 because most of them posted a weak shipment result for 2022 Nevertheless, the scale of the entire LCD monitor market is expected to keep shrinking during 2023, so raising shipments is going to be a fairly challenging endeavor TrendForce believes that maintaining profitability by upgrading specifications may be more important for monitor brands than simply increasing unit shipments For instance, monitor brands could introduce more high-end OLED monitors, or they could follow the two major brands Dell and Acer in replacing the existing 60Hz or 75Hz products with 100Hz ones These are some of the specification upgrades that could help retain a healthy profit margin
For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2022/09/29
According to the latest TrendForce research, shipments of gaming monitors are in decline for the first time since the product category was launched to market, with 2022 estimates lowered to 205 million units, a 10% drop YoY The primary reasons for this downgrade are intensifying inflation in Europe and spiking interest rates in North America which have upset and displaced demand for consumer electronics products In addition, delays in launching high-end graphics cards has also led some e-sports consumers to consider postponing purchases
According to TrendForce, judging from the market share of flat and curved gaming monitors, curved gaming surfaces accounted for approximately 41% of the market in 2021 In 2022, this share will increase to 44% and is expected to have a chance to reach 46% in 2023 In addition to an increased supply of curved monitor panels and their high price-performance ratio, growth in the market share of Ultra-Wide products is also one of the reasons for the rise of curved products
In terms of gaming monitor panel types, VA accounted for approximately 48% of shipments in 2021, IPS was next at 43%, and TN captured 9% In 2022, the market share of TN will continue to shrink and it is estimated at only 4%, while VA will have the opportunity to soar to 52% as long as panel pricing is competitive It is worth mentioning, after Samsung Display (SDC) launched QD-OLED and LG Display (LGD) launched White OLED e-sports monitor panels, OLED e-sports products began to emerge in 2022 and its market share is expected to reach 04% this year In addition, monitor brands have successively joined in the launch of OLED products and the market share of this category is expected to reach 2% in 2023
Looking forward to the gaming monitor market in 2023, if the types of panels supplied and models launched by brands continue to diversify while the overall LCD monitor market shrinks as expected, there will still be opportunities to maintain shipment growth TrendForce believes that the M-type product strategy will help the gaming monitor market to grow against trend First of all, low-end gaming products will be made more affordable by lowering specifications and costs, narrowing the price differential between these products and general-use monitors In addition, a 100Hz product line can be added to replace the preceding 75Hz e-sports market The high-end market continues to develop e-sports products featuring new technology such as QD-OLED, OLED, and Mini LED, while simultaneously enhancing consumers’ user experience to focus consumers on e-sports products when purchasing monitors and promote e-sports monitor market share
For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2022/07/21
According to TrendForce research, global LCD monitor shipments reached 723 million units in 1H22, a level on par with to the same period in 2021 Certain whole devices orders in 4Q21 were deferred to 1Q22 due to logistics and transportation issues In addition, some brands felt optimistic regarding the outlook for 2022, so they initiated aggressive promotions to stimulate sales in 1Q22 Although the Russian-Ukrainian war and rising inflation have seriously impacted demand in the European consumer market since Q2, demand for business models is still positive, which in turn bridges the gap left by the consumer market
Looking forward to LCD monitor market trends in 2H22, TrendForce indicates, since most orders for business models had been digested by the end of 2Q22, coupled with the sluggishness of new orders, overall business demand momentum has not been as good as in 1H22 Consumer models are affected by rising inflation and interest rate hikes in the United States and market consumption continues in lethargy LCD monitor shipments are expected to decrease by 54% and 24% QoQ in 3Q22 and 4Q22, respectively The proportion of shipments in the first and second half of the year will fall at approximately 517: 483
At present, the shortage of cargo containers and port congestion has eased In 2Q22, the transit time of whole LCD monitor devices from China to North America and Europe decreased by approximately 2 to 3 weeks compared to 1Q22 In addition, as demand continues to weaken, branded manufacturers’ whole device inventory levels have soared The fastest way for brands to reduce on hand inventory is to curtail the purchasing of front-end panels, components, and SI whole devices and introduce aggressive promotions to stimulate sales TrendForce forecasts LCD monitor shipments will reach 1399 million units in 2022, a decrease of 35% YoY However, the shipment strategy branded manufacturers use to control inventory may herald a peakless peak season and a winter of discontent for panel makers and SIs in 2H22
For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2022/03/31
According to the latest TrendForce research, although factors such as panel and component mismatch and supply issues and the fading effects of the stay-at-home economy influenced shipments of e-sports LCD monitors (defined as refresh rates above 100Hz) in 2021, many brands targeted e-sports LCD monitors in 4Q21 with a strategy of aggressively reducing e-sports product pricing to prompt a volume surge and successfully boosted shipments of e-sports LCD monitors to 228 million units in 2021, with an annual growth rate of 24% However, growth momentum will slow in 2022 In addition to long lead times, the most significant variable remains the impact of the Russian-Ukrainian war If the war continues, it will impair European market demand and affect the shipment performance of e-sports-related products In addition, the Russian-Ukrainian war has triggered a surge in the prices of crude oil, metal, and agricultural commodities, spiking previously growing inflationary pressure Thus, TrendForce conservatively estimates shipments of e-sports LCD monitors at 261 million units in 2022, with an annual growth rate of 14%
In terms of product types, the market share of flat-screen e-sport LCD monitors reached 59% in 2021, officially surpassing the 41% of curved monitors Last year, when Samsung Display (SDC) faded out of the supply chain, it caused a shortage in the supply of curved panels, increasing the magnitude of price hikes In addition, the supply of flat IPS e-sports products continued to increase, resulting in a decline in the competitiveness of the curved panel market In 2022, the market share of flat and curved panels will remain unchanged but the supply of curved gaming panels from the two major suppliers, AUO and CSOT, will continue to grow with curved e-sports panel pricing the first to fall The cost-effective advantage of whole curved e-sports devices has reemerged, which will bump the market share of curved e-sports LCD monitors to 43%
In terms of e-sports product resolution, FHD (1920x1080), QHD (2560x1440), UHD (3840x2160), and Ultra-wide (2560x1080/3440x1440/5120x1440, etc), in 2021, FHD captured the highest market share at 629% followed by QHD, Ultra-wide, and UHD TrendForce believes, in addition to continuously improving e-sports product specifications, the simultaneous improvement of resolution will assist monitor brands in maintaining or improving profitability Especially since, starting from 4Q21, the supply of 34-inch (21:9) wide-screen VA products increased significantly This coupled with noticeable panel price reductions, expands profit margin and allows monitor brands more room to operate and is expected to drive wide-screen monitors to compete for a 134% market share in 2022
For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2021/12/29
High contrast and brightness Mini LED products have been developing aggressively, according to TrendForce’s investigations Therefore, several LCD monitor brands have launched high-end LCD monitor products with Mini LED backlighting (Mini LED wafer size is defined as between 75~500µm) In 2021, the price of Mini LED-backlit LCD monitors fell between US$2,300 and US$5,000 For example, a 315-inch Mini LED backlit model is priced approximately 4 to 8 times that of model of the same size featuring a traditional LED backlight This is a product that resides at the top of the pyramid Due to high pricing and its recent introduction, market scale is relatively limited Total shipments of LCD monitors equipped with Mini LED backlights is estimated at 51,000 units in 2021
Looking forward to 2022, QD OLED LCD monitors and OLED LCD monitors will join the ranks of products fighting for a share of the high-end LCD monitor market Mini LED LCD monitor shipments are forecast to reach 65,000 units at most in 2022, or an annual growth rate of 27%
This year, Samsung was ranked first in market share in terms of Mini LED equipped LCD monitor brands Its Mini LED LCD monitor targets e-sports players and emphasizes high cost performance, which Samsung has converted into a 58% market share Dell focuses on professional creators as its main customer base, so its products are designed to meet highly-demanding specifications Dell takes second place with a market share of 29% ASUS also specializes in e-sports and comes in third with approximately 12% of the market
In addition, in terms of the market share of Mini LED backlit LCD monitors based on size, there are currently only three product sizes on the market, 49-inch, 315-inch and 27-inch Samsung has launched an exclusive 49-inch 32:9 model which accounts for the entirety of Samsung’s 58% market share Both Dell and ASUS have launched 315-inch models that account for a 39% market share Lastly, 27-inch models account for only a 3% market share
For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
