According to Xu Meiwen, senior research manager of IDC's global hardware assembly research team, the global flat panel manufacturing industry continued its shipment growth momentum in the previous quarter in the fourth quarter of 2017, driven by factors such as operating system upgrades and product price reductions. Before the quarter grows.
From the standpoint of individual manufacturers, Hon Hai is the world leader in both flat and detachable flats. The market share in the fourth quarter of 2017 was 25% and 43% respectively. Hon Hai’s main customers include Apple Amazon et al. As for Heshuo in the detachable tablet, ranking the second in the world, the market share in the fourth quarter of 2017 was 19%. The main customers of Heshuo are Microsoft and so on.
In terms of volume of shipments, in the fourth quarter of 2017, mainland manufacturers benefited from orders from big manufacturers such as Lenovo and Huawei, coupled with factors such as stabilization of shipments of white-brand manufacturers, and total shipments accounted for global average flat panel manufacturing. About 50% of the volume; Taiwan's ordinary flat panel manufacturing industry continues to maintain about 30% of the world's total flat panel manufacturing volume.
In terms of detachable flat panels, Taiwan's detachable flat panel manufacturing industry shipments, driven by growth in shipments of major brands of Apple computers, increased the proportion of total shipments in the world in the fourth quarter of 2017 from the previous quarter. Up to 65%; mainland manufacturers shipped shipments of branded orders in the third quarter of 2017. The total number of detachable flats fell slightly in the fourth quarter, and the proportion of shipments accounted for about 25% of global manufacturing volume. .
Looking forward to the first quarter of 2018, IDC estimates that in the absence of growth momentum in the global flat panel manufacturing industry, shipments will decline significantly due to seasonal factors. As of the year 2018, global flat panel industry development, except for expected manufacturing The total volume will continue to decline due to the impact of smart phones, and the total volume of shipments will decline, which will prompt manufacturers to switch to the niche market.
In terms of industry concentration, it is expected that the concentration of the 2018 flat panel industry will continue to increase, and shipment growth will be more concentrated in the top five manufacturers.
In terms of product specifications and selling prices, IDC expects that 2018 will continue the bipolar development trend in 2017, and that high-end products will continue to adopt larger screen-to-width ratio display screens and adopt the technical specifications of emerging mobile phone products; Will still win with low cost and price.