ディスプレイサーチ 日本事務所は ノートPCブランドおよび同用途TFT LCDパネルメーカの最新出荷データを掲載したQuarterly Notebook PC Shipment and Forecast Report （Q2'08版）を発刊しました。本記事では5月下旬に完成した「Q1'08出荷実績-速報版」（ピボット機能付エクセルデータベース）に基づき、ノートPCブランド出荷データの一部をご紹介します。

■掲載レポート■
Quarterly Notebook PC Shipment and Forecast Report （Q2'08版）

【掲載ブランド】
ノートPCブランドメーカ ： 国内外21社
ACER, ALIENWARE, APPLE, ASUS, AVERATEC, DELL, ELECTROVAYA, FUJITSU/FUJITSU_SIEMENS, GATEWAY, HP, LENOVO, LGE, MOTION COMPUTING, NEC, PACEBLADE, PACKARD BELL, PANASONIC, SAMSUNG, SHARP, SONY, TOSHIBA, Others

【掲載内容】
ノートPC ： 地域別、ブランド別、タイプ（Desktop Replacement,Portable,Ultraportable）別、サイズ/解像度別 の出荷台数
同用途TFT LCDパネル ： サイズ/解像度別 の出荷枚数・金額・平均価格
※Q1'08までの出荷実績値＋Q4'11までの予測値

DisplaySearch, the worldwide leader in display market research and consulting, revealed in its recent release of the Quarterly Notebook PC Shipment and Forecast Report that the notebook PC market shrank 6% Q/Q but was up 35% Y/Y in Q1'08 to 31 million units. HP remained #1 in the notebook PC market for the seventh consecutive quarter, maintaining a lead of almost 2 million units over #2 Dell.

HP’s share of the market was over 20% for the sixth consecutive quarter. As a result of an increased focus on retail sales and a substantial focus on growing their business in China, Dell grew to 15% share, a mark they last held in Q4’06. However, Dell’s lead over Acer is small, and with Acer’s acquisitions of Gateway and Packard Bell, we can expect to see them put renewed effort on growing those brands.

There has also been a significant shift among the smaller brands. Apple, after four quarters as the #8 notebook brand, surged to #7 in Q1’08, while Asus grew to #8. Most of the other top ten brands have maintained their ranking over the past several quarters, with the exception of Sony. As recently as Q3’07, Sony was #6; however they slid to #7 in Q4’07 and now to #9 in Q1’08.

Although Sony’s notebook shipment volumes have increased by more than 40% Y/Y in North America, DisplaySearch analysis indicates that their volumes have declined by 27% in EMEA and more than 40% in APAC and Japan. By contrast, Acer, Dell and HP have all grown by 50% or more in EMEA and APAC.

※ブランド別・タイプ別・地域別・サイズ/解像度別の実数値、及び同用途TFT LCDパネルの出荷動向など、より詳細データを当該レポートにてご確認ください。ご購入者様には担当アナリストから最新市況・メーカ別動向などのさらなる補足説明もいたします。サンプルご希望はこちらまで

Note: Acer’s Q1’08 Y/Y growth compares Acer’s volume with Q1’07 volumes from Acer, Gateway and Packard Bell.

The most popular panel size and resolution continues to be 15.4" 1280 × 800, which accounted for almost 50% of all notebook PCs shipped in the quarter. In a distant second position was 14.1"
1280 × 800 with 22% share.

There are significant regional differences in notebook panel size. In Greater China and the Asia Pacific countries, 14.1” notebook PCs have twice as much share (45% or more). By contrast, 15.4”
1280 × 800-equipped notebooks have approximately 60% share in the EMEA and Latin America regions. Many brands have recognized this trend and have regional sales product strategies based on panel size preference.

"Historically, notebook volumes decline Q/Q in the first quarter of the year, and Q1’08 was no exception. However, not all brands followed this trend in 2008. Dell, perhaps as a result of an increased focus on retail and Greater China, as well as Toshiba, avoided this trend. Also of particular note were Apple’s 7% and Samsung’s 15% Q/Q growth. Apple’s entry-level notebook starts at more than $1,000, while Samsung, at present, only sells notebooks in APAC, EMEA and greater China," said John Jacobs, Director of Notebook Market Research at DisplaySearch.

Looking at 2008, DisplaySearch expects notebook PC shipments to continue to grow, with total notebook PC shipments exceeding 135M units for the year.

※ブランド別・タイプ別・地域別・サイズ/解像度別の実数値、及び同用途TFT LCDパネルの出荷動向など、より詳細データを当該レポートにてご確認ください。ご購入者様には担当アナリストから最新市況・メーカ別動向などのさらなる補足説明もいたします。サンプルご希望はこちらまで