Fiercely competitive Tablet market will alter the panel supply chain in 2013, due to the increased tablet adoption, Apple's strong dominance, and the emergence of new players like Google and Microsoft, according to market research firm NPD Displaysearch.
Since the financial crisis, various industries suffer weak development situation. However, there is no denying smartphone and Tablet PC has always maintained the rapid growth. It is expected to by 2017 worldwide tablets will ship 330 million units, which attracts more vendors into the tablet field.
"With the changes taking place in the mobile PC segment, existing supply chain relationships could be disrupted due to competitive conflicts," noted Jeff Lin, Value Chain Analyst at NPD DisplaySearch. "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."
In addition, given to the growing fierce patent lawsuit between Apple and Samsung, Apple is gradually decreasing rely on Samsung, and gives more orders to another South Korea panel manufacturer –LG Electronics, which is said to ship one third mobile PC panel to Apple; adding that Apple dominate more than 80% tablet market, so the AUO, Century in China, Innolux in Taiwan, as well as Panasonic LCD in Japan will also benefit from Apple's strong demand for panel.
Lin also added, "The shift to touch notebooks and ultra-slim devices will be key areas of focus for Apple's mobile PC competitors in 2013. While capturing a larger portion of these market segments will be challenging, competitors will require solid commitments from their supply chain vendors (panel suppliers and OEMs) to ensure capacity and fool-proof, cost-down solutions. For example, HP, Lenovo, Samsung, and Acer have slashed prices on their ultra-slim notebooks in the hopes of combating the competition."
EBN Dialogue enables and encourages you to participate in live chats with notable leaders and luminaries. Not only editors and journalists, but the entire EBN community is able to comment and ask questions. Listed below are upcoming and archived chats.
Thailand Stages a Comeback Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Microsoft Surface: Potential Winners & Losers What are the implications for the electronics industry supply chain of Microsoft Corp.'s decision to launch its own tablet PC? Join industry veteran and EE Times' systems and OEM expert Rick Merritt on Tuesday, July 3, at 12:00 pm EDT for a Live Chat on this subject.
Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Peter Drucker famously said "Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window." Yet in the razor's-edge world of electronics—with a lean supply chain and just-in-time demands—the need to know the future is vital.
While no one really can accurately predict the future, we can take guidance from another Drucker saying which is the best way to predict the future is to create it.
You've heard the saying "the No. 1 supply chain risk is your people." That hasn't always been the case. But today's complex global supply chain requires a new type of multitalented employee. It's one who understands, finance, marketing, economics, is savvy with technology, graceful with relationships and can think analytically.
Where are these people? Are universities properly preparing the next generation supply chain professionals? How do train your existing workforce for these new, demanding positions?
Brian Fuller, editor-in-chief of EBN, will lead a 60-minute Avnet Velocity panel discussion that will ask and answer these and other questions swirling around today's supply-chain talent challenges.