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weiter5494
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加入日期: Nov 2013
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第三季平板出貨量統計







IHS數據顯示,Apple季減2.3%,Samsung季增23%;Asus跟Lenovo由於低基期,雙雙成就驚人的87%跟94.6%的季成長。

累計前三季共1億4300萬台出貨量,Apple跟Samsung各擁33.5%跟20.1%的市占率,雙A加總約占8%。
IDC數據與IHS的較大差異在Samsung跟Acer各少了30萬台。

The preliminary read from IDC showed Q3 shipments of 47.6 million units, lower than IDC predicted despite 36.7% growth and my own projection for 54% growth, indicating tablet trends may be moderating faster than expected, although we expect Apple’s recent iPad announcements could result in strong 4Q numbers. As smartphones continue to creep up in size, with some offerings having screens as large as 6 inches, we think the tablet market could encounter increasing headwinds, especially in the cellular-capable tablet segment. We believe these tablets could see limited traction as the segment is more expensive for many users and also can be seen as redundant for users already in possession of smartphones. In other words, smartphones could be driving a crowding out effect, whereby users effectively see their smartphone as their tablet.
- Mark Moskowitz, J.P. Morgan hardware analyst

對比前端出貨79.3M(Displaysearch)跟後端銷售48M(IDC、IHS)數據,可見40%落差。
舊 2013-12-05, 10:23 AM #5
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