Category Archives: FPDs and TFTs

Total shipments of mobile phone displays, including thin-film transistor liquid crystal display (TFT LCD) and active matrix organic light-emitting diode (AMOLED) panels, reached 2.01 billion units in 2017, up 3 percent from 2016, according to preliminary estimate from business information provider IHS Markit (Nasdaq: INFO).

In the growing mobile phone display market, shipments of low-temperature-poly-silicon (LTPS) TFT LCD panels, which realize high-resolution images, increased by 21 percent to 620 million units in 2017 compared to the previous year. Shipments of amorphous silicon (a-Si) TFT LCD mobile phone panels declined 4 percent to 979 million units during the same period. Even though shipments of AMOLED panels jumped in the second half of 2017 thanks to the launch of the iPhone X, combined with the weak demand in the first half, its shipments were up just 3 percent to 402 million units in 2017.

In the smartphone-use LTPS TFT LCD market, Tianma, a leading small and medium panel supplier in China, has shown significant growth, expanding its shipments to Chinese smartphone set brands, such as Huawei and Xiaomi. In 2017, Tianma shipped 105 million LTPS TFT LCD panels for smartphones, almost double its shipments in 2016, with a market share of 17 percent, up 6 percentage points from 2016. It ranked the second largest LTPS TFT LCD supplier for smartphones in 2017, taking over LG Display with 16 percent, down 4 percentage points, and Sharp with 13 percent, down 1 percentage point. In 2017, Japan Display continued its market leader position but shed its share by 10 percentage points to 26 percent in 2017, according to the latest Smartphone Display Intelligent Service report by IHS Markit.

02.08.18_smartphone_panel_shipment_share

“LTPS TFT is a key technology to produce high-resolution displays for smartphones, and experience is required to optimize highly complex LTPS manufacturing process in each production fab. In terms of experience, Japanese and South Korean panel makers have a competitive advantage compared to Chinese makers,” said Hiroshi Hayase, senior director at IHS Markit. “However, Chinese LCD makers, such as Tianma and BOE, are catching up LTPS technology fast enough to support high demand from Chinese smartphone set makers.”

The Smartphone Display Intelligent Service by IHS Markit contains quarterly updates of smartphone display shipments and revenue by application, size, resolution and technology. It also provides supply chain information between display and set makers, as well as monthly smartphone display shipment and pricing information.

This year again, the Las Vegas Consumer Electronics Show, 2018 edition allowed us to discover the latest innovations in numerous fields including the microLED displays sector. “The Wall”, a 146” microLED TV powered by Samsung, has been probably the most impressive announcement. The Korea-based LED maker Lumens also proposed a 139” display, with smaller 0.8 mm pitch. In both cases, technology developed by these leaders is not strictly microLED related but confirms the attractiveness of microLEDs solutions. Yole Développement’s (Yole) analyst, Dr. Eric Virey attended the show and proposed a snapshot on i-micronews.com.

“Initial success in smartwatches could accelerate technology and supply chain maturation, making microLED competitive against OLED in high end TVs, tablets and laptops”, explains Dr. Eric Virey from Yole. “In Yole’s most optimistic scenario, the market for microLED displays could reach up to 330 million units by 2025 (1) .”

The microLED display sector has been deeply analyzed by Yole and KnowMade, both parts of Yole Group of Companies. The partners propose today a detailed patent analysis titled: Microled Displays: Intellectual Property Landscape. Under this new report, they identified key patents, technology nodes and players related to microLED technologies for display applications. This latest analysis confirms the growing interest around the microLED technologies.
Which companies own the patents? What are their major thrust areas and portfolio strength? Yole Group of Companies invites you to discover the latest insights of this dynamic industry.

Yole Group of Companies confirms the buzz: as of today close to 1,500 patents relevant to the microLED display field have been filed by 125 companies and organizations. Among these are multiple startups, display makers, OEMs , semiconductor companies, LED makers, and research institutions.

“The overall corpus is relatively young, with an average age of 3.2 years across all families”, asserts Dr. Nicolas Baron, CEO & Founder, KnowMade. The first patents were filed in 2000 – 2001, but the bulk of the activity started after 2012. Thus, only a minority of patents have been granted so far.

Pioneers include Sony, Sharp, MIT, and others, although the bulk of the initial developments were conducted by a variety of research institutions including Kansas State University, University of Hong Kong, Strathclyde University & Tyndall Institute (which spun-off mLED, InfiniLED, and X-Celeprint), University of Illinois, and startup companies like Luxvue and, later on, Playnitride and Mikro Mesa.

Yole Group of Companies’ study also reveals a number of companies that have not yet been identified as players in the microLED display field. Moreover, this study confirms the commitment of many more companies, which are not typically associated with display technology. Intel and Goertek are part of them. On the flip side, various companies known to be active in the field (i.e. Huawei) have yet to see any of their patent in the field published.

Overall, the activity is still led mostly by startups (including those such as Luxvue or eLux) acquired by larger organization) and research institutions. With the exception of Sharp and Sony, display makers and LED makers are relative latecomers. Many companies started ramping up their microLED research and development activities after Apple showed faith in microLED with its acquisition of Luxvue. As of December 2017, Apple appears to have the most complete IP portfolio, covering almost all key technology nodes. However, many of its patents pertain to the technological ecosystem developed around the company’s MEMS transfer technology. Other companies like Sony, with a smaller portfolio but which had a head start, might own more fundamental design patents with strong blocking power.

What is the status of the microLED display supply chain? Enabling large-scale microLED display manufacturing requires bringing together three major disparate technologies and supply chain bricks: LED manufacturing, backplane manufacturing, and microchip mass transfer & assembly.

“The supply chain is complex and lengthy compared to typical displays,” comments Dr. Eric Virey from Yole. “Every process is critical and it’s a challenge to effectively manage every aspect. No one company appears positioned to master and execute across a supply chain that will likely be more horizontal, compared to other established display technologies.”

The IP landscape reflects these challenges through the variety of players involved, but requirements differ from one application to another. For low-volume, high added-value applications like microdisplays for augmented/mixed reality for the enterprise, military, and medical markets, one can envision a well-funded startup with good technology efficiently managing the supply chain. However, consumer applications such as TVs and smartphones will require significant investments to unlock large scale manufacturing.

Though only a few companies have a broad IP portfolio covering all major technology nodes (transfer chip structure, display architecture, etc.), enough players have patents across many technology bricks to guarantee that complex licensing and legal battles will arise once microLED displays enter volume manufacturing and reach the market. Small companies with strong positions in various technology bricks will attempt to obtain licensing fees from larger players involved in manufacturing. Large corporations will try to block each other and prevent their competitors from entering the market. To prepare for such events, some latecomers appear to be filing large quantities of patents, sometimes with little substance.

3D-Micromac AG, a supplier of laser micromachining and roll-to-roll laser systems for the photovoltaic, medical device and electronics markets, in cooperation with the Taiwan Flat Panel Display Materials and Device Association (TDMDA) and MOS Technology, will host the 6th International Laser and Coating Symposium (ILaCoS) on February 1, 2018 in Hsinchu, Taiwan.

This year’s theme, “The Future of Display Industry”, will bring together experts in the field of laser microprocessing and display fabrication to discuss the latest scientific developments, business opportunities and future manufacturing needs for advanced displays. Distinguished speakers from the Industrial Technology Research Institute (ITRI), Fraunhofer, IHS Technology and other organizations will present on a variety of topics encompassing new and emerging display technologies such as:

  • MicroLED displays
  • Organic light emitting diode (OLED) displays
  • Multifunction displays
  • Flexible displays

“Virtual and augmented reality, autonomous vehicles, and green energy initiatives in the home, office and automobile are having an enormous impact on the display market and driving the development of new display technologies,” according to Uwe Wagner, chief technology officer of 3D-Micromac. “Upcoming display technologies require new manufacturing methods. As the semiconductor, light emitting diode (LED) and display markets continue to converge, microelectronics know-how is needed to realize the next generation of displays. Taiwan is among the most important regions for display manufacturing, while Europe offers a wide range of production and machine manufacturing know-how. The ILaCoS symposium provides a forum that brings both sides together to share their expertise and foster new partnerships in the rapidly evolving display market.”

“TDMDA is anon-profit industry association whose objective is to support the formation of technical R&D alliances among the up, mid, and down-stream manufacturersto meet the new challenges of the display technologies,” stated Dr. Janglin (John) Chen, chairman of TDMDA. “With hosting ILaCoS 2018, TDMDA provides a platform of technology and business opportunity to Taiwanese display manufacturers that enables them to bring the latest process technologies to the Taiwanese market. We sincerely welcome you to join us at this event and help make it a true success.”

The historic flood of merger and acquisition agreements that swept through the semiconductor industry in 2015 and 2016 slowed significantly in 2017, but the total value of M&A deals reached in the year was still more than twice the annual average in the first half of this decade, according to IC Insights’ new 2018 McClean Report, which becomes available this month.  Subscribers to The McClean Report can attend one of the upcoming half-day seminars (January 23 in Scottsdale, AZ; January 25 in Sunnyvale, CA; and January 30 in Boston, MA) that discuss the highlights of the report free of charge.

In 2017, about two dozen acquisition agreements were reached for semiconductor companies, business units, product lines, and related assets with a combined value of $27.7 billion compared to the record-high $107.3 billion set in 2015 and the $99.8 billion total in 2016 (Figure 1).  Prior to the explosion of semiconductor acquisitions that erupted several years ago, M&A agreements in the chip industry had a total annual average value of about $12.6 billion between 2010 and 2015.

Figure 1

Figure 1

Two large acquisition agreements accounted for 87% of the M&A total in 2017, and without them, the year would have been subpar in terms of the typical annual value of announced transactions.  The falloff in the value of semiconductor acquisition agreements in 2017 suggests that the feverish pace of M&A deals is finally cooling off.  M&A mania erupted in 2015 when semiconductor acquisitions accelerated because a growing number of companies began buying other chip businesses to offset slow growth rates in major end-use applications (such as smartphones, PCs, and tablets) and to expand their reach into huge new market opportunities, like the Internet of Things (IoT), wearable systems, and highly “intelligent” embedded electronics, including the growing amount of automated driver-assist capabilities in new cars and fully autonomous vehicles in the not-so-distant future.

With the number of acquisition targets shrinking and the task of merging operations together growing, industry consolidation through M&A transactions decelerated in 2017.  Regulatory reviews of planned mergers by government agencies in Europe, the U.S., and China have also slowed the pace of large semiconductor acquisitions.

One of the big differences between semiconductor M&A in 2017 and the two prior years was that far fewer megadeals were announced.  In 2017, only two acquisition agreements exceeded $1 billion in value (the $18 billion deal for Toshiba’s memory business and Marvell’s planned $6 billion purchase of Cavium).  Ten semiconductor acquisition agreements in 2015 exceeded $1 billion and seven in 2016 were valued over $1 billion.  The two large acquisition agreements in 2017 pushed the average value of semiconductor M&A pacts to $1.3 billion.  Without those megadeals, the average would have been just $185 million last year. The average value of 22 semiconductor acquisition agreements struck in 2015 was $4.9 billion.  In 2016, the average for 29 M&A agreements was $3.4 billion, based on data compiled by IC Insights.

Demand for liquid crystal display (LCD) panels from South Korean and Chinese TV makers was strong in the fourth quarter of 2017, but implementation of their panel purchasing strategies for the first quarter of 2018 may result in a correction as demand expectations change. While some TV brands are expected to maintain their panel purchasing plans, others are forecast to reduce demand in the first quarter as it is a traditionally slow season and some demand was pulled into the last quarter, according to IHS Markit (Nasdaq: INFO).

According to the latest TV Display & OEM Intelligence Service report by IHS Markit, South Korean TV makers are expected to reduce LCD panel purchasing volumes by 3 percent in the first quarter of 2018 compared to the previous quarter, or to increase by 1 percent compared to the same period last year.

“There is risk of a correction in demand as their panel purchasing plans get underway given that a sufficient supply chain buffer is already factored in for the first quarter. These manufacturers will likely continue to use their plans as a negotiating tactic for more competitive prices,” said Deborah Yang, director of display supply chain at IHS Markit. “This has been one of the most critical swing factors for the LCD panel supply and demand.”

China’s top six TV makers — ChangHong, Haier, Hisense, Konka, Skyworth and TCL — are forecast to cut their LCD panel purchasing volumes by 30 percent in the first quarter of 2018 over quarter, and 5 percent over year.

“It is estimated that the Chinese brands carried relatively higher level of inventories as of the end of December 2017 as they have been preparing for the upcoming promotional seasons in early January and the Chinese New Year holidays in February. Given this, they are in no rush to secure more panel supplies in the first quarter, and may want to negotiate for lower prices,” Yang said.

011718_Chinas_top_tier_brands_TV_panel_purchases

011718_SK_brands_TV_panel_purchases

“Due to a coming slow season, the bargaining power seems to be with TV makers. However, uncertainties about a stable supply of feature-rich premium and larger panels will have the top-tier TV brands concerned,” Yang said. Chinese panel makers, she said, have yet to prove that they will actually start mass-producing 65-inch LCD panels from the world’s first Gen 10.5 fabs in the first quarter.

“The top-tier TV brands will want to make sure they can secure sufficient panel supplies of 65-inch and larger panels,” Yang said. “At the same time, they also seek to attain better bargains on large and ultra-large panels in 2018 and beyond.”

Panel makers, however, have not agreed to offer more price concessions. Some panel makers are scheduled to remodel fabs in the first quarter and this will eventually cause an unstable supply of LCD TV panels, particularly for larger sizes. “All this points to the likelihood that the TV panel market will see chaotic swings in demand in the first quarter of 2018,” Yang said.

As the demand for super-large TV displays grow, the need for higher resolution is set to increase, seeing the first uses of 8K display in 2018, according to IHS Markit (Nasdaq: INFO).

While ultra-high definition (UHD) panels are estimated to account for more than 98 percent of the 60-inch and larger display market in 2017, most TV panel suppliers are planning to mass produce 8K displays in 2018. The 7680 x 4320 pixel resolution display is expected to make up about 1 percent of the 60-inch and larger display market this year and 9 percent in 2020, according to the Display Long-term Demand Forecast Tracker report by IHS Markit.

60-inch_and_larger_TV_panel_shipment_forecast_by_resolution

“As UHD has rapidly replaced full HD in the super large-sized TV display market, panel makers are willing to supply differentiated products with higher resolution and improve profit margin with premium products,” said Ricky Park, director at IHS Markit. “Year 2018 will become the first year of the 8K resolution TV display.”

Innolux started developing 8K panels in 2017 and produced its first ever 8K LCD TV display (60Hz, 65-inch) in the fourth quarter of 2017. The display will be supplied to Sharp TV and Chinese brands in the beginning. Meanwhile, Sharp has also mass produced its first 8K LCD TV display at 70-inch in the last quarter of 2017 to support the Sharp TV brand in China.

Looking at the 8K display roadmap in 2018, it appears that Samsung Electronics and Sony are driving the market at this time. They plan to release their flagship 8K TV models in 2018. Samsung and Sony will consume almost all 120Hz 8K panels from Innolux, AUO and Samsung Display, with sizes varying from 65 to 75 and 85 inches.

BOE and CEC-Panda are now planning to develop 8K LCD TV panels in the second half of 2018 and taking on a differentiation strategy, LG Display will likely focus on developing OLED 8K panel in the future. LG Display unveiled the world’s first 88-inch 8K OLED TV display at CES 2018.

Based on current plans, panel makers in the early stages of development will mostly develop 60Hz 8K displays based on a-Si technology, and those in the next stages are also likely to develop 120Hz 8K displays based on oxide technology. The latter has advantages, such as better aperture ratio and lower power consumption.

A discovery by an international team of researchers from Princeton University, the Georgia Institute of Technology and Humboldt University in Berlin points the way to more widespread use of an advanced technology generally known as organic electronics.

The research, published in the journal Nature Materials, focused on organic semiconductors, a class of materials prized for their applications in emerging technologies such as flexible electronics, solar energy conversion, and high-quality color displays for smartphones and televisions. In the short term, the advancement could particularly help with organic light-emitting diodes that operate at high energy to emit colors such as green and blue.

Researchers used ultraviolet light to excite molecules in a semiconductor, triggering reactions that split up and activated a dopant. Credit: Princeton University / Jing Wang and Xin Lin

Researchers used ultraviolet light to excite molecules in a semiconductor, triggering reactions that split up and activated a dopant. Credit: Princeton University / Jing Wang and Xin Lin

“Organic semiconductors are ideal materials for the fabrication of mechanically flexible devices with energy-saving, low-temperature processes,” said Xin Lin, a doctoral student and a member of the Princeton research team. “One of their major disadvantages has been their relatively poor electrical conductivity. In some applications, this can lead to difficulties and inefficient devices. We are working to improve the electrical properties of organic semiconductors.”

Semiconductors, typically made of silicon, are the foundation of modern electronics because engineers can take advantage of their unique properties to control electrical currents. Among many applications, semiconductor devices are used for computing, signal amplification, and switching. They are used in energy-saving devices such as light-emitting diodes and devices that convert energy such as solar cells.

Essential to these functionalities is a process called doping, in which the semiconductor’s chemical makeup is modified by adding a small amount of chemicals or impurities. By carefully choosing the type and amount of dopant, researchers can alter semiconductors’ electronic structure and electrical behavior in a variety of ways.

In their Nature Materials paper, the researchers have described a new approach for greatly increasing the conductivity of organic semiconductors, formed of carbon-based molecules rather than silicon atoms. The dopant, a ruthenium-containing compound, was a reducing agent, which means it added electrons to the organic semiconductor as part of the doping process. The addition of the electrons was the key to increasing the semiconductor’s conductivity. The compound belongs to a newly-introduced class of dopants called dimeric organometallic dopants. Unlike many other powerful reducing agents, these dopants are stable when exposed to air but still work as strong electron donors both in solution and solid state.

Georgia Tech’s Seth Marder, a Regents Professor in the School of Chemistry and Biochemistry, and Stephen Barlow, a research scientist in the school, led the development of the new dopant. They called the ruthenium compound a “hyper-reducing dopant.”

They said it was unusual, not only in its combination of electron donation strength and air stability but also in its ability to work with a class of organic semiconductors that have previously been very difficult to dope. In studies conducted at Princeton, the researchers found that the new dopant increased the conductivity of these semiconductors by about a million times.

The ruthenium compound was a dimer, meaning it consisted of two identical molecules, or monomers, connected by a chemical bond.  As is, the compound proved relatively stable and, when added to these difficult-to-dope semiconductors, it did not react and remained in its equilibrium state. That posed a problem because to increase the conductivity of the organic semiconductor, the ruthenium dimer needed to split and release its two identical monomers.

Princeton’s Lin, the study’s lead author, said the researchers looked for different ways to break up the ruthenium dimer and activate the doping. Eventually, he and Berthold Wegner, a visiting graduate student from the group of Norbert Koch at Humboldt University, took a hint from how photosynthetic systems work. They irradiated the system with ultraviolet light, which excited molecules in the semiconductor and initiated the reaction. Under exposure to the light, the dimers were able to dope the semiconductor, leading to a roughly 100,000 times increase in the conductivity.

After that, the researchers made an interesting observation.

“Once the light was turned off, one might naively expect the reverse reaction to occur and the increased conductivity to disappear,” said Georgia Tech’s Marder, who is also associate director of the Center for Organic Photonics and Electronics (COPE) at Georgia Tech. “However, this was not the case.”

The researchers found that the ruthenium monomers remained isolated in the semiconductor, increasing conductivity, even though thermodynamics should have returned the molecules to their original configuration as dimers. Antoine Kahn, a Princeton professor who led the research team, said the physical layout of the molecules inside the doped semiconductor provides a likely answer to this puzzle. The hypothesis is that the monomers are scattered in the semiconductor in such a way that it was very difficult for them to return to their original configuration and re-form the ruthenium dimer. To recombine, he said, the monomers would have to have faced in the correct orientation, but in the mixture, they remained askew. So, even though thermodynamics showed that dimers should reform, most never snapped back together.

“The question is why aren’t these things moving back together into equilibrium,” said Kahn, who is Stephen C. Macaleer ’63 Professor in Engineering and Applied Science. “The answer is they are kinetically trapped.”

In fact, the researchers observed the doped semiconductor for over a year and found very little decrease in the electrical conductivity. Also, by observing the material in light-emitting diodes fabricated by the group of Barry Rand, an assistant professor of electrical engineering at Princeton and the Andlinger Center for Energy and the Environment, the researchers discovered that doping was continuously re-activated by the light produced by the device.

“The light activates the system more, which leads to more light production and more activation until the system is fully activated, said Marder, who is Georgia Power Chair in Energy Efficiency. “This alone is a novel and surprising observation.”

The paper was co-authored by Kyung Min Lee, Michael A. Fusella, and Fengyu Zhang, of Princeton, and Karttikay Moudgil of Georgia Tech. Research was funded by the National Science Foundation (grants DMR-1506097, DMR-1305247), the Department of Energy’s Energy Efficiency & Renewable Energy Solid-State Lighting program (award DE-EE0006672) and the DoE’s Office of Basic Energy Sciences, Division of Materials Sciences and Engineering (award DE-SC0012458), the Deutsche Forschungsgemeinschaft (project SFB 951) and the Helmholtz Energy-Alliance Hybrid Photovoltaics project.

Worldwide PC shipments totaled 71.6 million units in the fourth quarter of 2017, a 2 percent decline from the fourth quarter of 2016, according to preliminary results by Gartner, Inc. For the year, 2017 PC shipments surpassed 262.5 million units, a 2.8 percent decline from 2016. It was the 13th consecutive quarter of declining global PC shipments, as well as the sixth year of annual declines. However, Gartner analysts said there were some signs for optimism.

“In the fourth quarter of 2017, there was PC shipment growth in Asia/Pacific, Japan and Latin America. There was only a moderate shipment decline in EMEA,” said Mikako Kitagawa, principal analyst at Gartner. “However, the U.S. market saw a steep decline, which offset the generally positive results in other regions.

“The fourth quarter results confirmed again that PCs are no longer popular holiday gift items. This does not mean that PCs will disappear from households,” Kitagawa said. “Rather, the PC will become a more specialized, purpose-driven device. PC buyers will look for quality and functionality rather than looking for the lowest price, which will increase PC average selling prices (ASPs) and improve profitability in the long run. However, until this point is reached, the market will have to go through the shrinking phase caused by fewer PC users.”

HP Inc. moved into the No. 1 position in the fourth quarter of 2017, as its shipments grew 6.6 percent, and its market share totaled 22.5 percent (see Table 1). The company showed year-over-year growth in all regions, including the challenging U.S. market. For the fourth consecutive quarter, Lenovo experienced a decline in shipments. Lenovo had moderate growth in EMEA and Asia/Pacific, but shipments declined in North America.

Table 1
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 4Q17 (Thousands of Units)

Company

4Q17 Shipments

4Q17 Market Share (%)

4Q16 Shipments

4Q16 Market Share (%)

4Q17-4Q16 Growth (%)

HP Inc.

16,076

22.5

15,084

20.7

6.6

Lenovo

15,742

22.0

15,857

21.7

-0.7

Dell

10,841

15.2

10,767

14.7

0.7

Apple

5,449

7.6

5,374

7.4

1.4

Asus

4,731

6.6

5,336

7.3

-11.3

Acer Group

4,726

6.6

4,998

6.8

-5.4

Others

13,990

19.6

15,599

21.4

-10.3

Total

71,556

100.0

73,015

100.0

-2.0

Notes: Data includes desk-based PCs, notebook PCs and ultramobile premiums (such as Microsoft Surface), but not Chromebooks or iPads. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels.
Source: Gartner (January 2018)

Dell’s shipments grew slightly in the fourth quarter of 2017. Dell did well in EMEA, Asia/Pacific and Latin America, but it had weak results in North America. Generally, Dell has put a higher priority on profitability over market share.

Steep PC shipment decline in the U.S.

In the U.S., PC shipments surpassed 15.2 million units in the fourth quarter of 2017, an 8 percent decline from the fourth quarter of 2016 (see Table 2). Four of the top five vendors experienced a decline in U.S. PC shipments in the fourth quarter of 2017. HP Inc. was the only vendor to increase shipments in the quarter. The decline was attributed to weak consumer demand despite holiday season sales.

“U.S. consumer confidence was high in the fourth quarter of 2017, but that did not influence PC demand. U.S. holiday sales were filled with popular products, such as voice-enabled speakers, and newly released smartphones,” Kitagawa said. “PCs simply could not compete against these gift items during the holiday season. We did see some consistent growth of gaming and high-end PCs.”

Table 2
Preliminary U.S. PC Vendor Unit Shipment Estimates for 4Q17 (Thousands of Units)

Company

4Q17 Shipments

4Q17 Market Share (%)

4Q16 Shipments

4Q16 Market Share (%)

4Q17-4Q16 Growth (%)

HP Inc.

5,130

33.7

5,049

30.5

1.6

Dell

3,691

24.3

4,209

25.4

-12.3

Apple

1,972

13.0

2,003

12.1

-1.6

Lenovo

1,792

11.8

2,344

14.2

-23.6

Acer Group

587

3.9

661

4.0

-11.2

Others

2,042

13.4

2,276

13.8

-10.3

Total

15,214

100.0

16,543

100.0

-8.0

Notes: Data includes desk-based PCs, notebook PCs and ultramobile premiums (such as Microsoft Surface), but not Chromebooks or iPads. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels.
Source: Gartner (January 2018)

PC shipments in EMEA totaled 21.8 million units in the fourth quarter of 2017, a 1.4 percent decline year over year. PC demand in the U.K. was still ailing and unit shipments into Germany were weaker than expected. PC revenue is expected to be up year over year in Western Europe. The rise in ASPs is due to currency fluctuations, the need for vendors to offset rising component costs, and a product-mix shift toward higher-value items, such as gaming systems and high-performing notebooks.

The Asia/Pacific PC market totaled 25 million units in the fourth quarter of 2017, a 0.6 percent increase from the fourth quarter of 2016. The consumer market stabilized with fourth-quarter online promotions in many countries, which drove demand for gaming PCs and thin and light notebooks. China experienced its first positive PC shipment growth since the first quarter of 2012. The success of the 11.11 shopping festival and the continuing demand for PCs in the commercial market drove the China PC market to 1.1 percent growth in the quarter.

PC market consolidation in 2017

For the year, worldwide PC shipments totaled 262.5 million units in 2017, a 2.8 percent decrease from 2016 (see Table 3). As the PC industry continues to consolidate, the top four vendors in 2017 accounted for 64 percent of global PC shipments. In 2011, the top four vendors accounted for 45 percent of PC shipments.

“The top vendors have taken advantage of their volume operations to lower production costs, pushing small to midsize vendors out of the market,” Kitagawa said.

Table 3
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2017 (Thousands of Units)

Company

2017

Shipments

2017 Market

Share (%)

2016

Shipments

2016 Market Share (%)

2017-2016 Growth (%)

HP Inc.

55,162

21.0

52,734

19.5

4.6

Lenovo

54,714

20.8

55,951

20.7

-2.2

Dell

39,871

15.2

39,421

14.6

1.1

Apple

19,299

7.4

18,546

6.9

4.1

Asus

17,967

6.8

20,496

7.6

-12.3

Acer Group

17,088

6.5

18,274

6.8

-6.5

Others

58,435

22.3

64,683

23.9

-9.7

Total

262,537

100.0

270,106

100.0

-2.8

Notes: Data includes desk-based PCs, notebook PCs and ultramobile premiums (such as Microsoft Surface), but not Chromebooks or iPads. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels.
Source: Gartner (January 2018)

These results are preliminary. Final statistics will be available soon to clients of Gartner’s PC Quarterly Statistics Worldwide by Region program. This program offers a comprehensive and timely picture of the worldwide PC market, allowing product planning, distribution, marketing and sales organizations to keep abreast of key issues and their future implications around the globe.

 

With consumer television prices falling, global shipments of organic light-emitting diode (OLED) TVs grew 133 percent year over year, reaching a new monthly record of 270,000 units in November 2017, during the lead-up to the holiday shopping season. This growth comes as falling prices placed 55-inch 4K OLED into the budget range of a greater number of high-end holiday shoppers, according to IHS Markit (Nasdaq: INFO).

Overall global liquid crystal display (LCD) TV shipments in November slightly declined by 1.6 percent month over month, falling to 24.4 million units, as Black Friday demand in the United States declined in 2017 compared to the prior year. Total OLED TV shipments from January through November 2017 surpassed 1.3 million units. Together with December estimates, overall OLED TV shipments are likely to exceed 1.4 million units shipped in 2017.

“In 2017, the landscape for OLED TV brands changed as Sony, Toshiba and other major brands began selling OLED TVs,” said Ken Park, associate director, IHS Markit. “The growing number of available OLED TV choices, especially high-profile Japanese and European brands, has resulted in more competition and pricing promotion activity in the OLED TV market.”

LGE dominated the OLED TV market in 2016, accounting for around 92 percent of all units shipped, while several Chinese brands accounted for most of the remaining shipments. During the weeks surrounding Black Friday 2017, LGE dropped the price of its entry-level B7 series 55-inch and 65-inch 4K OLED TVs by $200, pricing its lowest tier 55B7 model at $1,499.

LGE led overall OLED TV shipment volume in November, with a 31 percent month-over-month increase in shipments. Total year-over-year 55-inch OLED TV shipments rose 123 percent in November, while 65-inch shipments grew 157 percent.

IHSM_Monthly_OLED_TV_Shipments_2017_R

More than 70,000 players in the electronics manufacturing industry are expected to descend upon SEMICON China for technology and innovation insights to accelerate already strong industry growth. March 14-16, 2018, at the Shanghai New International Expo Centre (SNIEC), SEMICON China 2018 will bring together top executives and technologists in six exhibition halls, the most ever in the event’s 30-year history, to find opportunities in key focus areas including Smart Automotive and Smart Manufacturing, Green Tech, Advanced Technology, and Power and Compound Semiconductors.

Concurrent with FPD China, SEMICON China 2018, the largest and most influential gathering of the semiconductor supply chain in China, is now open for visitor registration.

SEMICON China technical forums will address the most pressing industry topics:

  • CSTIC 2018: Staged in conjunction with SEMICON China, this has ranked among the largest and most comprehensive annual semiconductor technology conferences in China since 2000. March 11-12, 2018, CSTIC 2018 will feature nine symposiums covering all aspects of semiconductor technology, with a focus on manufacturing and advanced technology.
  • SIIP: Tech Innovation and Investment Forum: SIIP is a key international platform for semiconductor industry investment in China. Informed by China’s IC policy to fund key semiconductor sectors, leaders of China’s National IC Fund and municipal IC funds will join leaders from global investment institutions to discuss hot opportunities in China semiconductor investment – and applications such as Artificial Intelligence (AI).
  • Win-Win: Build China’s IC Ecosystem: Spurred by a strong market outlook, policy and the national fund, fab construction in China will surge over the next five years, with OSAT (Outsourced Semiconductor Assembly and Test) making strategic investments. Industry leaders will explore how China’s semiconductor manufacturing industry will strengthen its core competency, prioritize resources, revisit its business model, and thrive in the electronics ecosystem.
  • Power and Compound Semiconductor International Forum: Among the largest power and compound semiconductor industry forums in Asia, this two-day event features four sessions: Wide Band Gap Power Electronics, Optoelectronics, Compound Semiconductor in Communications, and Emerging Power Device Technology
  • Smart Automotive Forum – AI Inside: Top automotive, electronic, AI and technology executives will gather to discuss the future of the rapidly disrupting automotive industry.
  • China Memory Strategic Forum: Driven by market needs and policy support, three new Chinese Memory foundries are accelerating memory development. Industry leaders will explore ways multinationals can benefit more from China’s memory market, China can better leverage its technical strength, and Chinese companies can enhance research and development collaboration with global partners.
  • Green High-Tech Facility Forum: With more than 10 fabs now under construction in China,China’s semiconductor industry is entering a stage of rapid growth. Green Tech leaders will discuss how China can improve factory design and construction; optimize energy efficiency of semiconductor manufacturing equipment; enhance machine platform stability, chemicals and gas management, and wastewater treatment; and improve risk management.
  • Smart Manufacturing Forum: The semiconductor industry must be proactive in all aspects of smart manufacturing. This session will address automation, product tractability, cost and cycle time reduction, enhancements in productivity and yield, and efficiency improvements in front- and back-end factories.
  • Semiconductor New Technology Conference: The best way to promote new technology is through direct customer interaction and collaboration. Join this conference to discuss your new IC, new IOT solution, new machine or new material with more 200 customers from around the world.
  • 2018 China Display Conference-Emerging Display Forum: Join this forum, concurrent with FPD China 2018, to exchange ideas on emerging display technologies and future development.
  • MSIG International IOT Conference 2018: MEMS, sensors, IC, NB-IoT, 5G and smart application experts will share their insights on the IoT market and how to maximize the value of IoT applications.

SEMICON China also features three theme pavilions:

  • IC Manufacturing: See products, technologies, and manufacturing solutions focused on serving China’s fabless IC community, from design to final manufacturing.
  • LED and Sapphire: Learn how China has become the world’s largest sapphire manufacturing center.
  • ICMTIA: See the local IC material industry demonstrate its capabilities to support semiconductor industry growth.