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Global Tablet Tracker, 1Q14 DIGITIMES Research Global data tracker Research Analyst: Jim Hsiao

Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

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Page 1: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Global Tablet Tracker, 1Q14

DIGITIMES Research

Global data tracker

Research Analyst: Jim Hsiao

Page 2: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Introduction

Page 3: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Global tablet market analysis

Page 4: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Key factors affecting tablet shipments

in 4Q13 (Supply side)

3

Note: The more stars, the higher the influence.↓indicates negative influence,↑indicates a positive influence.

Page 5: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Key factors affecting tablet shipments

in 4Q13 (Supply side)

Page 6: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Key factors affecting tablet shipments

in 4Q13 (Demand side)

5

Note: The more stars, the higher the influence.↓indicates negative influence,↑indicates a positive influence.

Page 7: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Key factors affecting tablet shipments

in 4Q13 (Demand side)

Page 8: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Key factors affecting tablet shipments in 1Q14

7

Note: The more stars, the higher the influence.↓indicates negative influence,↑indicates a positive influence.

Page 9: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Key factors affecting tablet shipments in 1Q14

Page 10: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Global tablet shipments 1Q13-1Q14 (m units)

9

Page 11: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Global tablet shipments 1Q13-1Q14 (m units)

Page 12: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments by product: iPad, non-iPad branded and

white-box, 1Q13-1Q14 (m units)

Page 13: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments by product: iPad, non-iPad branded

and white-box, 1Q13-1Q14 (m units)

Page 14: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by vendor, 1Q13-1Q14

13

*Note: Google and its brand vendor partners’ jointly developed tablets are included in Google’s shipments

Page 15: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by vendor, 1Q13-1Q14

Page 16: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Branded tablet market

Page 17: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by panel size, 1Q13-1Q14

16

Page 18: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by panel size, 1Q13-1Q14

Page 19: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by touchscreen technology, 1Q13-1Q14

18

Page 20: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by touchscreen technology, 1Q13-1Q14

Page 21: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by OS, 1Q13-1Q14

20

Page 22: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by OS, 1Q13-1Q14

Page 23: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by AP supplier, 1Q13-1Q14

22

Page 24: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment share by AP supplier, 1Q13-1Q14

Page 25: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments of detachable notebooks

by OS, 4Q12-1Q14 (k units)

24

Page 26: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments of detachable notebooks

by OS, 4Q12-1Q14 (k units)

Page 27: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment from Taiwan makers and share of

global shipments, 1Q13-1Q14 (m units)

26

Page 28: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment from Taiwan makers and share of

global shipments, 1Q13-1Q14 (m units)

Page 29: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Taiwan tablet shipment share by maker, 1Q13-1Q14

28

Page 30: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Taiwan tablet shipment share by maker, 1Q13-1Q14

Page 31: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Review of 2013 tablet market

Page 32: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments by product: iPad, non-iPad branded

and white-box, 1Q13-1Q14 (m units)

Page 33: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments by product: iPad, non-iPad branded

and white-box, 1Q13-1Q14 (m units)

Page 34: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments by vendor, 2011-2013 (m units)

33

Page 35: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments by vendor, 2011-2013 (m units)

Page 36: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment from Taiwan makers and share of

global shipments, 1Q13-1Q14 (m units)

35

Page 37: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipment from Taiwan makers and share of

global shipments, 1Q13-1Q14 (m units)

Page 38: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments by Taiwan maker, 2012-2013 (m units)

37

Page 39: Global Tablet Tracker, 1Q14 - digitimes.com · Global tablet market analysis . ... Shipment share by panel size, 1Q13-1Q14 16 . ... Microsoft PowerPoint - Global_tablets_edited-test.pptx

Shipments by Taiwan maker, 2012-2013 (m units)