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반도체-삼성전자-하이닉스-마이크론

2019년3분기에는 태블릿PC 판매량이 19.3% 증가할 것.

2019.08.02

https://www.digitimes.com/news/a20190801PD205.html

 

After falling 8.7% on quarter and 11.9% on year to 32.66 million units in the second quarter of 2019,

global tablet PC shipments are expected to surge 19.3% sequentially in the third quarter,

thanks to the peak-season effect, the launch of new iPads, and Huawei gradually resuming normal tablet shipments, according to Digitimes Research.

2분기 글로벌 태브릿 출하량은 전분기대비 8.7% 감소하고 전년 동기 대비로는 11.9% 감소한

32.66백만대였고, 3분기에는 계절적 호황과 신규 아이패드 모델 발매, 화웨이의 정상적인 태블릿 판매 재개등으로

2분기대비 19.3% 증가할 것으로 예상된다고 디지타임즈는 보도했다.

 

The second-quarter shipment contraction was attributed to the absence of new iPad models as sales stimulus,

the US trade ban undermining Huawei's shipments, and weak demand for white-box tablets.

2분기의 출하량 감소는 아이패드 신규 모델이 없었고, 미국의 화웨이 제재 조치와 노브래드 태블릿에 대한

약한 수요등에 기인했다.

 

In terms of second-quarter shipments by brand vendors, Apple firmly ranked first, Samsung and Amazon regained second and third places, respectively, and Huawei retreated to fourth. Lenovo returned to fifth place after ramping up shipments in the quarter.

2분기 브랜드사별로 보면, 애플이 굳건히 1위자리를 차지했고, 삼성과 아마존이 2,3위를 차지했다.

화웨이는 4위로 쳐졌고, 레노보가 5위자리를 차지했다.

 

In the third quarter, Lenovo will advance to third place replacing Amazon, which may drop to fourth place as a result of weak shipment momentum following its mid-July Prime Day promotions. Huawei is expected to fall further to the fifth despite gradual shipment pickup.

3분기에는 레노바가 3위로 올라서고 아마존은 7월중순 프라임데이 프로모션후에 판매가 줄어들 것으로

4위가 예상되고 화웨이는 점차적으로 출하량이 증가할 것이지만 5위가 예상된다.

 

As to sizes, 10.x-inch tablets will continue to dominate the market. Apple is set to release 10.2-inch new iPads in late third quarter. Overall, tablets sized over 10 inches will surge to over 70% of global shipments in the fourth quarter.

In-cell touch display will gradually replace GFF (glass-film-film) touch screen among non-Apple tablet products, with the former's shipment ratio to surge to 36% in the fourth quarter.

 

As a chip supplier for Amazon, MediaTek returned to the 2nd spot in terms of tablet processor shipments in the second quarter thanks to Amazon's shipment ramp-up. But the Taiwanese chipmaker is expected to fall to third place in the third quarter on weakened shipments at Amazon, with Qualcomm to rebound to the second spot.