The following is the It is predicted that the panel demand for tablet computers is expected to decline to 2020 levels From Omdia recommended by recordtrend.com. And this article belongs to the classification: tablet PC.
main points
Due to the declining demand in the computer market and the increasing inventory pressure, notebook computer manufacturer customers have reduced panel orders from 1q22. Even though the panel demand for tablet computers still has a quarter on quarter (QoQ) growth of 2% compared with 4q21, its quarterly shipment of 60.8 million is still 10million lower than the historical average of 2020-2021, which represents the weakening of demand since 2022.
Considering the traditional slow sales season and the priority of inventory digestion, the prediction of the new tablet computer model plan in 2022 is relatively conservative; Even the start-up plan has been pushed back from 2q22 (usually every year) to the middle or third quarter of 2022.
According to the 2022 new model plan of major Tablet PC brands, tablet PC products with LTPS panels will be more inclined to 11, 11.45 and 12.4 inch sizes. New 11 inch and 11.2 inch OLED panel tablet models are also planned.
The panel demand for tablet computers in 2022 is expected to decline to 2020 levels
Figure 1: Tablet PC panel shipments and forecasts
Note: it is predicted that the shipment volume of tablet PC panels with 7 inches and above will change in 2022.
Due to the declining demand in the computer market and the increasing inventory pressure, notebook computer manufacturer customers have reduced panel orders from 1q22. Even if the demand still has a 2% quarter on quarter (QoQ) growth compared with 4q21, its quarterly shipment of 60.8 million is still 10million lower than the historical average of 2020-2021, which represents the weakening of demand since 2022.
Quarterly shipments of tablet computers from 2q22 to 4q22 are expected to reach only 58 to 60 million units, indicating that the demand of brand and non brand notebook computer customers tends to be conservative. Therefore, the forecast of panel shipments for tablet computers in 2022 was lowered to 240million pieces, a year-on-year (YoY) decrease of 14% compared with 2021. After three consecutive years of growth in 2019, it is expected that the shipment volume in 2022 will return to the level in 2020.
Corresponding to the weak demand, there are fewer tablet computer products in 2022
Considering the traditional slow sales season and the priority of inventory digestion, the prediction of the new tablet computer model plan in 2022 is relatively conservative; Even the start-up plan has been pushed back from 2q22 (usually every year) to the middle or third quarter of 2022.
Samsung started the production of 10.51 inch panels in 4q21. Qunchuang optoelectronics and Hanyu Caijing provide panels for this tablet computer. This is an upgraded alternative to the 10.36 inch model. Samsung initially planned to add two suppliers, BOE and Huike, for the 10.51 inch tablet computer of 1q22, but the plan is still pending.
Amazon did not choose its current two suppliers, BOE and Hanyu Caijing, but chose Huike as the supplier of 8-inch display panels in May 2022. Therefore, the volume share of 8-inch panels will change after 2h22 Huike’s participation. Huike will also start mass production of 10.1-inch panels for Amazon in 3q22.
Affected by the slowing demand, Lenovo finally launched a new 11 inch tablet computer in March 2022, which was originally planned to be launched in 4q21. Qunchuang supplied the display panel of this 11 inch tablet computer. Lenovo is looking for another panel supplier for its 11 inch tablet in 2022, and is currently in contact with Huike.
Table 1: current tablet models and panel suppliers in 2022
notes
Explanation: the tablet product plan may still change.
According to the 2022 new model plans of major Tablet PC brands, most of them plan to launch LTPS panel Tablet PC products of 11 inches and above, especially 11, 11.45 and 12.4 inches. At the same time, new 11 inch and 11.2 inch OLED panel tablet models are also planned. Compared with the endless emergence of new tablets with LTPS and OLED panels, few manufacturers have plans to launch a-Si and oxide technology panel products at present. At present, only Lenovo and Xiaomi’s 10.6-inch products use a-Si panels on the market.
Among many manufacturers that plan to launch new tablet computers in 2022, Lenovo looks the most radical. Its new 2h22 products will also focus on the fields of 11 inches and above using OLED LTPS technology. Huawei and Xiaomi also plan to launch new tablets of 11 inches and above in 3q22.
As the demand in the middle and low-end market has declined, all major Tablet PC brands are trying to launch into the high-end market in 2022. Therefore, the main features of the new 2h22 tablet will be its size of 11 inches and above, oled/ltps technology, resolution of 2.5k, and stylus function. But most brands are also worried that if the macroeconomic downturn continues, the sales of high-end tablet computers will not be ideal this year.
Table 2: new tablet models and panel suppliers in 2022
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