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Q1'08 ノートPCセット⇔パネルメーカ 出荷ランキング・調達実績を発表 |
ディスプレイサーチ 日本事務所は ノートPCブランド⇔ノートPC OEMメーカ⇔ノートPC用TFT LCDパネルメーカの最新調達相関データを掲載したQuarterly Notebook PC Value Chain Report （Q1'08実績版）を発刊しました。本記事では調査データの一部をご紹介します。
■掲載レポート■
Quarterly Notebook PC Value Chain Report （Q1'08実績版）
【調査対象メーカ】
ノートPC ブランド： 国内外13社
Toshiba, Lenovo, HP, Dell, Fujitsu/Fujitsu-Siemens, NEC, Apple, Sony, Acer, Panasonic, MSI, Samsung, ASUS, Others
ノートPC OEMメーカ： 国内外23社
Toshiba, Lenovo, Fujitsu/FSC, Sony, Dell, HP, NEC, ASUS, Samsung, Apple, Acer, Quanta, Wistron, Inventec, FIC, Compal, Arima, Mitac, MSI, ECS, Clevo, Pegatron, Foxconn, Others
ノートPC用TFT LCDパネルメーカ： 国内外9社
TMDisplay, Sharp, BOE, LG Display, Samsung, AU Optronics, Chi Mei, Infovision, CPT
【掲載内容】
ノートPCブランド⇔ノートPC OEMメーカ⇔ノートPC用TFT LCDパネルメーカ の調達数相関 （Q1'08実績）
※インチ区分： 10.4"/11.3", 12.x", 13.x", 14.x", 15", 15.4"W-16"W, 17"以上
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DisplaySearch, the worldwide leader in display market research, has released its Q1’08 Quarterly Notebook PC Value Chain Report, which shows the detailed relationships between notebook PC LCD panel makers, notebook PC brands and notebook PC OEMs (Original Equipment Manufacturers). LCD panels are consigned by notebook PC brands and then shipped to the notebook PC OEMs for assembly. In Q1’08, Quanta was the top notebook PC OEM maker, and HP was the top notebook LCD panel customer of Samsung, LGD and AUO.
In Q1’08, 32.9 million notebook PC LCD modules were shipped from TFT LCD panel makers, while notebook PC manufacturers shipped 31.1 million units. These variances were mainly due to supply chain, assembly lead time, buffer stocks and channel inventory.
Japan-based notebook PC brands like Lenovo, NEC, Toshiba, Sony and Fujitsu still maintained some in-house notebook PC assembly, and their in-house ratio was approximately 14.5% in Q1’08.
Among Taiwanese notebook PC OEMs, Quanta was the leading manufacturer with a 31% market share on a unit basis, followed by Compal at 24%, and Wistron with 16% share, as shown in Table 1.
The main customers for Quanta, in order of descending volume, were HP, Dell, Apple, Acer and Lenovo. The main customers for Compal were HP, Dell, Acer and Toshiba. The main customers of Inventec were HP and Toshiba. HP, Acer and Dell were the main customers of Wistron. The main OEM customers of Pegatron were ASUS and Toshiba in Q1’08.
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Table 1: Top 5 Notebook PC OEM Manufacturers by Share (Unit Basis)
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Rank |
Notebook PC Subcontract Manufacturers |
Q1’08 Share |
Major Customers
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1 |
Quanta |
31% |
HP, Dell, Apple, Acer, Lenovo |
2 |
Compal |
24% |
HP, Dell, Acer, Toshiba, Lenovo |
3 |
Wistron |
16% |
Acer, Dell, HP, Lenovo, FSC |
4 |
Inventec |
11% |
HP, Toshiba, FSC, Acer |
5 |
Pegatron |
8% |
ASUS, Toshiba, Dell |
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Others |
9% |
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Total |
100% |
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Table 2: Top Customers’ Share of Notebook PC LCD Panel Makers’ Shipments in Q1’08
(Unit Basis)
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Rank |
LCD Panel Makers |
Top 5 Customers |
Top Customers’
Unit Share |
1 |
LG Display |
HP, Dell, Acer, Toshiba, Apple |
74% |
2 |
Samsung |
HP, Dell, Acer, Toshiba, Lenovo |
75% |
3 |
AUO |
HP, Acer, Dell, ASUS, Lenovo |
78% |
4 |
CMO |
Acer, HP, ASUS, Dell, Fujitsu & Fujitsu-Siemens |
61% |
5 |
CPT |
Sony, Fujitsu & Fujitsu-Siemens, Dell, ECS, Samsung |
78% |
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The top 5 notebook PC module suppliers are listed in Table 2, along with their top customers by volume. In Q1’08, HP was the top customer of LGD, Samsung and AUO. Sony, FSC and Dell were the major notebook PC LCD customers of CPT. In addition, each of the top 5 suppliers looked to their top 5 customers for at least 60% of their volume.
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