Riding the success of it's iPad tablet, Apple has leapfrogged ahead of Hewlett-Packard in both mobile PC shipments (10.2 million) and mobile market share (17.2 percent), according to data by DisplaySearch. Apple now sits on top, ahead of not only HP (15.6 percent), but also Acer (14 percent), Dell (9.9 percent), and Toshiba (8.6 percent). Note that Apple's 10.2 million shipment number includes both iPad and notebook sales.
Hardware makers who thought the netbook market would prove a short-lived fad ended up kicking themselves in the backside for not striking when the coals were hot. But on the bright side, they've been given a mulligan. The most talked about tech item is now the tablet PC, and according to market research firm DisplaySearch, this segment will show an explosive 200 percent growth rate this year. For those who haven't jumped on the tablet bandwagon, now's the time to do so.
LED-backlit televisions are all the rage, but plasma displays aren't dead, folks. Far from it, in fact. According to DisplaySearch, who always has a finger on the display industry's pulse, plasma TV panels finished off a "great year" by hitting a record high in the fourth quarter of 2010. What the bezel?
DisplaySearch just released its "Quarterly Mobile Phone Shipment and Forecast Report," and in it the market research firm notes that next generation smartphones are pushing demand for larger screens and higher resolutions to an all-time high.
"The strong mobile phone results in Q2’10 demonstrate the popularity of smart phones, which require higher resolution and larger displays to enable applications such as social networking, navigation, and web surfing," noted Calvin Hsieh, Mobile Phone Research Director of DisplaySearch. "This successful performance drove mobile phone main display revenues for the quarter."
The bulk of the mobile phone market still belongs to QVGA (240x320), which is estimated to grow to a share of 24.4 percent by the end of the year. However, WVGA (480x800 and 480x864) was up a whopping 121 percent year-or-year and up 62 percent from one quarter ago.
For whatever reason, TV makers are apparently confuzzled about the general lack of interest among consumers in paying a premium for 3D television sets, only to unbox them and be disappointed by a lack of 3D content. And that's on top of the nuisance of wearing a pair of 3D glasses. Yet according to market research firm DisplaySearch, the 3D TV segment isn't growing as fast as TV makers expected. Gee, imagine that!
It's not all bad news on the manufacturing front, however. DisplaySearch also says 3D TVs are on pace to reach mainstream status by 2014, at which point the 3D TV market will grow from 3.2 million units shipped (2010) to over 90 million.
"While TV manufacturers have bold plans and a lot of new products, consumers remain cautious," said Paul Gray, Director of TV Electronics Research. "Consumers have been told that 3D TV is the future, but there still remains a huge price jump and little 3D content to watch."
North America remains a particularly tough market to crack, as those in the good ol' U.S. of A. are more than willing to wait for price drops.
"North American consumers in particular appear to be playing a waiting game," noted Paul Gagnon, Director of North America TV Research. "Set makers have trained consumers to expect rapid price falls for new technology, and consumers seem happy to wait a little."
This, DisplaySearch says, is the reason why 3D shipments in the U.S. won't even breach 1.6 million units this year.
A new report (PDF) by market firm DisplaySearch suggests that even though 3D is making a strong push to penetrate the notebook market, consumers are a little reluctant to buy into the hype.
"Is the market ready to accept 3D in a notebook PC? If the sales this year are any indication, then it seems that consumers are, so far, hesitant to embrace 3D notebook PCs," DisplaySearch said in its report. "Since the beginning of the year, less than 100,000 3D-equipped notebook PCs have been sold in a market of more than 100 million notebooks. That is less than one-tenth of one percent of the total notebook PC market."
In another recent study -- this one conducted by Nielsen -- consumers who viewed 3D content became less interested in purchasing a 3D TV. Factor in higher costs and concerns over having to wear 3D glasses, it could be awhile before 3D truly enters the mainstream.
Do you think 3D is here to stay, or just a passing fad?
Chalk it up to successful marketing or a genuine desire to consume 3D content in the home, goofy looking glasses be damned, but according to DisplaySearch, 2010 will come to an end having seen 3.4 million shipments of 3D TVs. And that's just the beginning. By 2014, that number will skyrocket to 42.9 million, more than a 12-fold increase.
"TV manufacturers have managed to launch products very rapidly. We have seen a full range of 3D TVs in sizes from 40 inches to 63 inches already available, and without a doubt, there will be another wave of new products at the IFA show in Berlin in September," noted Paul Gray, DisplaySearch Director of TV Electronics Research.
DisplaySearch feels pretty confident this is much bigger than a passing fad and predicts that the 3D TV market penetration will grow from 5 percent of total flat panel TVs in 2010 to 37 percent in 2014. That's more than a third of all flat panel TV shipments.
"Based on early indications, the launch of 3D TVs is similar to Samsung's rollout of LED LCD TVs at the beginning of 2009, albeit at a slightly slower pace," said Paul Gagnon, Director of North America TV Research at DisplaySearch. "This would be in line with our forecast of just over 2 million 3D TVs shipped in North America for 2010.
Despite all this, DisplaySearch points out that the electronics industry is outpacing content availability, which so far is limited to a handful of movies and sports events on pay TV.
It's turning out to be a banner year for TV makers, who according to market research firm DisplaySearch, will ship more than 242 million TV sets globally in 2010. That number marks a 15 percent on-year growth rate, made even more significant when you consider shipments only grew by 2 percent in 2009.
Not surprisingly, LCD displays are performing exceptionally well with a 29 percent growth rate to 188 million units, but don't go counting out plasma and CRT TVs just yet. DisplaySearch says both have a better outlook in 2010 than previously expected. Plasma TV shipments, for example, rose 24 percent on-year in the first quarter of 2010, driven by demand for high value-per-inch.
On the LCD side, LED-backlit displays are quickly gaining ground. While only 3.9 million LED-backlit LCD TVs were shipped around the globe in the 2009, DisplaySearch expects that number to jump to 37 million units in 2010.
"Most of the top LCD TV brands are strongly emphasizing LED technology in an attempt to offset declining profits and prices fo CCFL-backlit models," said Hisakazu Torii, VP of TV market research for DisplaySearch. "This has led to a shortage of critical LED backlight components, and the lofty goals for LED market share in 2010 have been tempered somewhat by the reality of supply constraints."
By the end of the year, DisplaySearch reckons LED-backlit displays will account for 20 percent of total LCD shipments.
Total touch screen shipments increases 29 percents year-over-year in 2009 to settle in at 606 million units, according to market research firm DisplaySearch, which just released its Touch Panel Market Analysis report.
"Touch screen penetration has been rapidly increasing in mobile phone, PMP/MP3, portable navigation, and other applications. Over the next several years, touch screens will undergo strong growth in large-size applications such as all-in-one PCs, Mini-note/slate PCs, and education/training,” noted Jennifer Colegrove, PhD, Director of Display Technologies at DisplaySearch.
Apple's iPhone and iPod touch played a big role in popularizing capacitive touch technology, and with the iPad joining the fray, DisplaySearch projects that capacitive touch screens will for the first time pass resistive touch technology to become the leading touch technology in 2010, as measured in revenues.
The emerging tablet market looks to play a big role in pushing touch screen technology, but in the meantime, mobile phones still lead the charge. According to DisplaySearch, mobile phones are the biggest application for touch screens in terms of unit shipments and now account for over a quarter of the overall market penetration.
It's too early to say the OLED revolution has begun, but it's probably a safe bet that you'll see a lot more OLED products in 2010, at least if the end of 2009 is any indication. According to research firm DisplaySearch, worldwide OLED revenues "shattered its previous record" climbing to $252 million in Q3 2009, up 31 percent from the previous quarter.
DisplaySearch attributes much of the growth to Samusng, who the firm says maintained its strong lead in OLED shipments and captured 73 percent of the AMOLED revenue market share.
"While the mobile phone industry continues to suffer as a result of the economy, Samsung’s marketing initiatives have propelled high-end AMOLED mobile phone demand to new heights," noted Hiroshi Hayase, DisplaySearch Director of Small/Medium Displays. "The company is forecast to maintain its lead in mobile displays in 2010."
Not doing so hot is PMOLED, which DisplaySearch says didn't grow from 2008 to 2008, largely the result of the shift from clam-shell type phones that use PMOLED to higher-end smartphones that use OLED.