Limited Supply of Touch Screens and Ultra-Thin Panels to Impact Ultra-Slim PC Availability, According to NPD DisplaySearch
SANTA CLARA, CALIF., February 6, 2013— Limited commitments by touch screen suppliers and ultra-slim panel makers is putting a squeeze on the ultra-slim PC* market, according to the Quarterly Mobile PC Shipment and Forecast Report from NPD DisplaySearch. A touch interface and sleek design are key selling points for the emerging ultra-slim PC category, which has started slowly.
"The high-end specifications for touch on Windows 8 PCs, and the unproven consumer demand for touch on notebooks has touch screen suppliers leery of shifting capacity from the high volume smartphone and tablet PC markets to notebook PCs," said Richard Shim, senior analyst with NPD DisplaySearch.
The notebook PC industry is also facing limited supplies of the ultra-slim panels used to optimally manufacture ultra-slim PCs. The use of ultra-slim panels is one of the major methods used to reduce z-height, or thickness, which is the primary characteristic in meeting the requirements necessary to be labeled as ultra-slim PCs.
"The challenge from a production standpoint is that manufacturing ultra-slim glass (0.4mm and thinner) is not only difficult, but handling and transporting such fragile glass requires special equipment," said Shim. "Only two panel suppliers, AUO and Innolux, are taking on the extra expense of using ultra-slim glass to offer panels in any significant volumes."
The ultra-slim PC market is expected to reach 44.2 million unit shipments worldwide in 2013, making up 21.4% of the notebook PC market. Touch screen availability is expected to increase and PC brands are looking into alternatives to ultra-slim panels to reduce thickness. Touch screen penetration in notebooks is expected to reach 13.1 percent, resulting in 27.2 million notebooks with touch capabilities in 2013, but that will gradually increase to 57 percent, or 106.6 million units, by 2017.
Figure 1. Worldwide Ultra-Slim PC Shipment Forecast (2012-2017)
The ultra-slim PC category is projected to grow steadily between 2014 and 2015, and eventually establish a standardized high-end notebook PC market. Ultra-slim PCs are not expected to significantly boost PC shipment growth overall but will create a more consistently defined high-end of the market, which will help to drive volumes and potentially lower costs. Ultimately, this will make such premium notebooks accessible to a larger segment of the market.
NPD DisplaySearch's Quarterly Mobile PC Shipment and Forecast Report is tracking and forecasting ultra-slim PC shipments as well as shipments of notebook PCs with touch capabilities.
*Ultra-slim PC is the term NPD DisplaySearch is using to define x86-based notebooks with screen sizes between 10 and 17 inches. To be considered an ultra-slim PC, a notebook with a screen size less than 14 inches diagonally must be thinner than 18mm and for a notebook with screen sizes greater than 14 inches diagonally it must be thinner than 21mm.
The DisplaySearch Quarterly Mobile PC Shipment and Forecast Report covers the entire range of mobile PC products shipped worldwide and regionally. With analysis of global and regional brands, the Quarterly Mobile PC Shipment and Forecast Report provides an objective, expert view of the market with insight into historical shipments, revenues, forecasts and more. For more information about the report, please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail firstname.lastname@example.org or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan or more information.
About NPD DisplaySearch
Since 1996, NPD DisplaySearch has been recognized as a leading global market research and consulting firm specializing in the display supply chain, as well as the emerging photovoltaic/solar cell industries. NPD DisplaySearch provides trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge. In collaboration with The NPD Group, its parent company, DisplaySearch uniquely offers a true end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information on DisplaySearch analysts, reports and industry events, visit us at http://www.displaysearch.com/. Read our blog at http://www.displaysearchblog.com/ and follow us on Twitter at @DisplaySearch.
About The NPD Group, Inc.
The NPD Group provides global information and advisory services to drive better business decisions. By combining unique data assets with unmatched industry expertise, we help our clients track their markets, understand consumers, and drive profitable growth. Sectors covered include automotive, beauty, entertainment, fashion, food / foodservice, home, office supplies, sports, technology, toys, video games, and wireless. For more information, visit npd.com and npdgroupblog.com. Follow us on Twitter: @npdtech and @npdgroup.