Apple Dominance, Tablet Demand Shift Supply Chain: NPD
The shift to touch notebooks and ultra-slim devices will be key areas of focus for Apple's mobile PC competitors in 2013.The competitive landscape in the mobile PC market—which includes tablets, notebooks, netbooks and hybrid devices—is rapidly changing thanks to increased tablet adoption, Apple's strong dominance and the emergence of new players like Google and Microsoft, according to a Dec. 12 NPD DisplaySearch report. This change is forcing display manufacturers, original equipment manufacturers (OEMs) and others in the supply chain to modify their business strategies and allocation plans to leverage their strengths and maintain market share. "With the changes taking place in the mobile PC segment, existing supply chain relationships could be disrupted due to competitive conflicts," Jeff Lin, a value chain analyst for NPD DisplaySearch, said in a statement. "For example, Samsung Display plans to improve its mobile PC customer portfolio by reducing its share in Apple and increasing support to captive brands and other external customers, like Amazon and Barnes & Noble." The Quarterly Mobile PC Value Chain Report also maps the relationships between mobile PC brands, OEMs and panel suppliers, and provides information on historical shipments and annual business plans. Apple was the dominant leader in the mobile PC market, with its tablet PC shipments accounting for 84 percent of total mobile PC shipments for the quarter, primarily made by Taiwanese manufacturer Foxconn.
Technology giant Hewlett-Packard (HP) ranked second in the mobile PC category, which includes notebooks, tablets, and ultra-slim PCs. Quanta captured the largest portion of HP's overall production (about 33 percent), and LG Display led in mobile PC panel shipments during the same period.