Global and China Laptop and Tablet PC Industry Report, 2011-2012

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Mar 15, 2012, 05:52 ET

NEW YORK, March 15, 2012 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:

Global and China Laptop and Tablet PC Industry Report, 2011-2012

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In 2011, laptop computer vendors encountered two major difficulties. First, Eurozone debt crisis deteriorated, while Europe is one of major laptop computer markets; second, the Thailand flood in October hit the HDD disk industry severely and impacted laptop computer shipment in best-season Q4 since nearly half of the hard disks worldwide were produced there. As a result, the laptop shipment registered 195 million units in 2011, just up 1.6% from 2010.

94% of global laptop computers are assembled by Taiwanese vendors, mostly ODMs instead of OEMs. Majority of vendors just define the product positioning, rather than design. ODMs assume not only design and production but component procurement. So, laptop ODM is not the field for which ordinary EMS manufacturers are competent, and only a few ones can do that.

In 2011, laptops witnessed two biggest changes. Above all, the traditional EMS corporations-- Flextronics quitted the laptop contract manufacture. Flextronics tapped into the field in 2009, but within two years, it only received HP's orders, and HP's order price was much lower than that of other vendors. Therefore, most of ODMs are reluctant to deal with HP's orders. Though Flextronics received orders, it suffered huge losses.

Hon Hai, quite similar to Flextronics, persevered in developing the laptop contract manufacture, but it strictly controlled the contract scale. Many believe Hon Hai will retreat from the laptop contract manufacture sooner or later. The withdrawal of EMS players brought a reprieve to laptop ODMs who competed fiercely for meager profit.

Second, the laptop production transferred to western China. Although all laptop ODMs are from Taiwan, their production bases are located in Mainland China. According to the data of the Ministry of Industry and Information Technology (MIIT), China's laptop output was 244 million in 2011, of which 230 million ones were exported. Herein, laptops cover Tablet PCs and Kindle Fire e-book readers.

In 2010, laptop manufacturers accessed to Chongqing successively. Their production bases put into production in 2011 when 25,478,200 computers were produced in Chongqing (an 11.9-fold rise), including 24,073,900 laptops (up 25.4-fold). However, Chengdu became the iPad production base, with the output of close to 20 million units in 2011.

Traditional laptop production bases are located in Shanghai and Kunshan. In 2011, 89.54 million laptops were produced in Shanghai and 89.07 million ones in Jiangsu Kunshan. The laptop production transferred to western China because of the rising labor costs in the Yangtze River Delta. For production staff and management personnel, the wages rose year by year, which made laptop ODMs with the gross margin of 3-4% be overwhelmed.

In western provinces of China, the labor costs are lower, but the logistics costs are higher. Moreover, the western labor costs are growing rapidly. Therefore, Chongqing is the second base at most; the Yangtze River Delta is still the first base. The future production base of Taiwanese laptop ODMs may be Viet Nam. The laptop supporting industrial chain in the Yangtze River Delta is the most perfect, and the logistics costs are the lowest, so the region will still be the main production base in the upcoming 2-3 years.

In 2011, Tablet PCs made great strides. Apple's iPad shipment reached 47.6 million, a substantial rise of 2.2 times. In fact, the biggest difference between Tablet PC and laptop lies in processors and screens. It is hard to make product differentiation in processors, while it is easier to differentiate screens, especially touch screens.

OGS (One Glass Solution) is most discussed and recognized as the development direction of touch screens. OGS has three kinds. To keep the independent industry chain, touch screen manufacturers integrate upstream tempered glass cover lens to propose TOL (Touch On Lens) solutions. Panel makers prefer in-house touch process, so they propose On-cell solutions and In-cell solutions. Under the guide of Apple, On-Cell and In-Cell solutions have grown mature.

The monopoly of Samsung in AMOLED forces Apple to seek cooperation with the panel makers such as Sharp and TMD, and Apple projects huge capital in R&D of screen and touch technology. It is very possible that Apple will accept On-Cell and In-Cell solutions of panel makers. Most people believe that In-Cell solutions will be adopted. At present, only TPK and Wintek supply touch screens for iPad, neither of which are panel manufacturers; if In-Cell solutions are employed, both of them will lose the business opportunities valued at USD8 billion, but it is out of the question. It is still unknown that whether TOL or In-Cell will win.

iPad 3 will be launched in March 2012. To reduce its over-reliance on Hon Hai, Apple has cooperated with Pegatron and it also considers the cooperation with Quanta Computer that is the largest laptop ODM.

Table of Contents

1.1 Laptop Market Size and Brands

1.2 Tablet PC Market

2 Chinese Laptop Market 2.1 Market Size2.2 Market2.2.1 Brands2.2.2 Brand Awareness, 20112.2.3 Prices, 2011 2.3 Industry2.4 Export

3 Overview of Laptop Industry

3.1 Design and Assemble Process

3.2 Industry Chain

3.3 Cost Analysis

4 Laptop CPU Vendors4.1 Intel4.2 AMD

5 Laptop ODMs

5.1 Industry Status

5.2 Quanta Computer

5.3 Compal

5.4 Wistron

5.5 Inventec

5.6 Pegatron

5.7 ECS

5.8 Hon Hai

5.9 Clevo

5.10 MSI

6 WLAN Modules6.1 Introduction6.2 Arcadyan Technology6.3 CAMEO6.4 Gemtek

7 Laptop Battery Manufacturers

7.1 Simplo

7.2 Dynapack

7.3 Clexpert

8 Case and Structure Manufacturers8.1 Market Trends8.2 Industry Pattern8.3 Relation between Suppliers and Vendors 8.4 Juteng 8.5 Huan Hsin 8.6 Catcher 8.7 Waffer 8.8 Shengmei 8.9 Zhan Yun 8.10 Gallant Precision 8.11 Dragon Technology

9 Laptop Display Manufacturers

9.1 Status Quo and Future

9.2 Samsung

9.3 LG Display

9.4 AUO

9.5 Chimei-Innolux

9.6 Hannstar LCD

10 HDD Manufacturers10.1 Industry Overview10.2 Industry Pattern10.3 Dynamics10.4 Seagate10.4 Western Digital

11 Cooling Module Manufacturers

11.1 Overview

11.2 Auras Technology

11.3 Chaun Choung Technology

11.4 Asia Vital Components

11.5 Foxconn Technology

12 Laptop CDD Manufacturers 12.1 Industry Overview12.2 Liteon Technology 12.3 Quanta Storage

13 Laptop PCB Manufacturers

13.1 Hannstar Broad PCB

13.2 Gold Circuit Electronics

13.3 Tripod Technology

14 Tablet PC14.1 Overview14.2 Dismantling of iPad2 14.3 iPad2 Material Costs14.4 Dismantling of Samsung Galaxy Tab 14.5 Samsung Galaxy Tab BOM

15 Tablet PC Supply Chain

15.1 iPad Supply Chain

15.2 iPad Suppliers

15.3 Technology Direction of Tablet PC Touch Screen

15.4 TPK

15.5 Wintek

Selected Charts

Shipment of Netbook, iPad and Tablet PC, 2008-2012Laptop Shipment in Chinese Market, 2003-2011Market Shares of Laptop Vendors by Shipment in China, 2009-2011Laptop Development ProcessLaptop Development Process by RegionLaptop Industry ChainCost Structure of High-end Laptop, 2009-2011Cost Structure of Low and Medium-end Laptop, 2009-2011Intel Revenue by Product, 2006-2008Intel Revenue by Product, 2008-2010Intel CPU Technology RoadmapAMD Laptop CPU RoadmapMarket Shares of Major Laptop ODMs Worldwide, 2006Shipment of Major Laptop ODMs by Brand, 2007Market Shares of Major Laptop ODMs, 2008Supply Relationship and Shipment between Laptop Vendors and ODMs, 2010Supply Relationship and Shipment between Laptop Vendors and ODMs, 2011Inventec's Revenue and Gross Margin, 2001-2011Revenue of Arcadyan Technology by Product, 2007-2008Revenue and Shipment of Arcadyan Technology by Application, 2008- H1 2010Clexpert's Revenue and Gross Margin, 2006-2011Laptop Case and Structure Market Size, 2005-2012Laptop (including Tablet PC) Case and Structure Market Breakdown by Manufacturers, 2010-2011HP's Laptop Case and Structure Breakdown by Suppliers, 2010-2011ACER's Laptop Case and Structure Breakdown by Suppliers, 2010-2011DELL's Laptop Case and Structure Breakdown by Suppliers, 2010-2011TOSHIBA's Laptop Case and Structure Breakdown by Suppliers, 2010-2011 ASUS' Laptop Case and Structure Breakdown by Suppliers, 2010-2011LENOVO's Laptop Case and Structure Breakdown by Suppliers, 2010-2011 APPLE's Laptop Case and Structure Breakdown by Suppliers, 2010-2011Revenue Breakdown of Juteng by Client, FY2007 Global Presence of JutengRevenue and Pretax Profit of Huan Hsin, 2003-2011Revenue of Huan Hsin by Product, 2009-Q3 2010Presence of Huan Hsin in Mainland ChinaWaffer's Revenue and Gross Margin, 2004-2011Samsung's Revenue and Operating Margin, 2007-2012 Revenue of Chimei-Innolux by Size, Q3 2009-Q2 2011Revenue and Shipment of Small and Medium-size Panels of Chimei-Innolux, Q3 2009-Q2 2011Capacity of Chimei-Innolux by Production Line, Q2 2010Revenue and Operating Margin of Hannstar LCD, 2003-2011 Global Hard Disk Shipment, 1998-2008Global Hard Disk Shipment, 2009-2014Hard Disk Sizes, 2009-2014 Global Hard Disk Shipment by Region, 2011Market Share of Major Hard Disk Manufacturers by Shipment in the World, Q1 2007-Q2 2010Market Share of Major Hard Disk Manufacturers by Shipment in the World, 2011 Laptop Hard Disk Capacity, 2009-2011Laptop Hard Disk Speed, 2008-2010Seagate's Revenue and Shipment, Q1 FY2010-Q2 2012 Revenue and Average Selling Price of Hard Disk of Western Digital, Q1 FY2010-Q2 2012 Structure and Working Principle of Heat PipesLaptop Cooling ModulesODD Shipment of Liteon Technology and Quanta Storage, Q1 2009 -Q4 2011Associate Companies of Hannstar Broad Revenue and Gross Margin of Hannstar Broad, 2006-2011 Revenue and Gross Margin of Gold Circuit Electronics, 2005-2011 Revenue and Gross Margin of Tripod Technology, 2005-2011 iPad2 Cost Structure Cost Structure of Samsung Galaxy Tab Relationship between TPK Holding and Associate Companies Shareholder Structure of TPK HoldingRevenue and Gross Margin of TPK Holding, 2007-2012Revenue and Operating Margin of TPK Holding, 2007-2012Revenue , Gross Margin and Operating Margin of TPK Holding, Q1 2010-Q4 2011Touch Screen Sales Volume and Gross Margin of TPK Holding, 2007-2010 Customers of TPK Holding, 2008-2009Customers of TPK Holding, 2010Wintek's Revenue and Gross Margin, 2003-2011Wintek's Revenue and Operating Margin, 2003-2011Wintek's Revenue and Growth Rate, Jan. 2010-Jan. 2012Wintek's Revenue by Product, 2006-2011 Wintek's Customers, 2009-2011 Wintek's Capacitive Touch Screen CapacityWintek's Touch Screen Cover Glass CapacityWintek's ATT StructureWintek's ATT ProcessWintek's ATT and Traditional Capacitance G/G Touch ScreenGlobal Laptop Shipment and Growth Rate, 2007-2013Shipment of Major Laptop Vendors Worldwide, 2010-2011Market Shares of Major Laptop Vendors Worldwide, Q4 2010-Q1 2012 Market Share of Major Laptop Brands in China, 2009-2011 Ranking of Laptop Brands in China by Awareness, Q1-Q4 2011Laptop Prices in China, 2011Laptop (including Tablet PC) Output in China, 2004-2011Laptop Output by Region in China, 2010-2011Laptop Export Volume and Average Price in China, Jan. 2010-Dec. 2011Manufacturers in Laptop Industry ChainIntel's Typical Laptop CPU Prices, 2012CPU Prices of Entry-level Desktops and NetbooksIntel's Top Laptop CPU PricesIntel's Medium-end Laptop CPU PricesIntel's Low-end Laptop CPU PricesIntel's Revenue and Gross Margin, 2004-2011Intel's Revenue and Operating Margin, 2004-2011 Intel's Revenue and Net Profit Margin, 2004-2011Intel's Revenue by Region, 2006- Q4 2011AMD's Revenue and Gross Margin, 2004-2011AMD's Revenue and Operating Margin, 2004-2011AMD's Revenue and Net Profit Margin, 2004-2011AMD's Revenue by Division, 2006-2011AMD's Operating Income by Division, 2006-2011Gross Margin of Major Laptop ODMs Worldwide, 2009-2010Quarterly Shipment of Global Laptop Manufacturers, 2010Quanta's Revenue and Gross Margin, 2001-2011Quanta's Revenue and Growth Rate, Dec 2009-Dec 2011Quanta's Laptop Shipment and Growth Rate, 2004-2011 Quanta's Revenue by Region, 2008-2011Quanta's Revenue by Product, 2007-2011Quanta's Revenue by Customer, 2007-2011Compal's Global Presence Compal's Revenue and Gross Margin, 1999-2011Compal's Revenue and YoY Growth Rate, Dec 2009-Dec 2011 Compal's Laptop Shipment and Growth Rate, 2007-2011Compal's Revenue by Customer, 2007-2012Compal's Output in China, 2009-2011 Wistron's Revenue and Gross Margin, 2003-2011Wistron's Laptop Shipment and Growth Rate, 2004-2011Wistron's Revenue by Product, 2005-2011Wistron's Laptop Shipment by Customer, 2011 Wistron's Laptop Shipment in China, 2009-2011Inventec's Revenue and Growth Rate, Jan. 2010-Jan. 2012 Inventec's Revenue by Product, 2007-2011 Inventec's Laptop Shipment, 1999-2009 Pegatron's Revenue and Operating Margin, 2008-2011Pegatron's Revenue and Growth Rate, Dec. 2009-Dec. 2011 Pegatron's Revenue by Division, 2008-2010Pegatron's Revenue by Product, 2010Pegatron's Revenue by Region, 2008-2010Pegatron's Revenue by Application, Q1 2010-Q3 2011 ECS' Revenue and Operating Margin, 2005-2010ECS' Revenue and YoY Growth Rate, Dec. 2009-Dec. 2011 Honhai's Revenue and Gross Margin, 2004-2011Clevo's Revenue and Gross Margin, 2004-2011Clevo's Revenue YoY Growth Rate, Dec. 2009-Dec. 2011Clevo's ProfileClevo's Laptop Capacity, Output, Sales Volume and Output Value, 2007-2011MSI's Global PresenceMSI's Revenue and Gross Margin, 2005-2011MSI's Revenue and Growth Rate, Dec. 2009-Dec. 2011MSI's Revenue by Product, 2009-2011Revenue and Operating Margin of Arcadyan Technology, 2003-2011 Revenue and YoY Growth Rate of Arcadyan Technology, Dec. 2009-Dec. 2011 Revenue of Arcadyan Technology by Region, 2007-2010CAMEO's Revenue and Operating Margin, 2002-2011CAMEO's Revenue and YoY Growth Rate, Dec. 2009-Dec. 2011 Gemtek's Revenue and Operating Margin, 2004-2011 Gemtek's Revenue and YoY Growth Rate, Dec. 2009-Dec. 2011 Simplo's Revenue and Gross Margin, 2000-2011Simplo's Laptop Battery Shipment and Its Global Market Share, 1999-2011Simplo's Revenue and YoY Growth Rate, Dec. 2009-Dec. 2011Dynapack's Revenue and Gross Margin, 2002-2011Dynapack's Revenue and YoY Growth Rate, Dec. 2009-Dec. 2011 Clexpert's Revenue and YoY Growth Rate, Dec. 2009-Dec. 2011 Juteng's Revenue and EBIT, 2004-2011Juteng's Revenue and Operating Income, 2004-2011Juteng's Revenue and Gross Profit, 2005-2011Juteng's Revenue by Customer, 2009-2011Catcher's Revenue and Operating Margin, 2001-2011Catcher's Revenue and Growth Rate, Jan. 2010-Jan. 2012 Catcher's Production BasesWaffer's Revenue and Growth Rate, Jan. 2010-Jan. 2012 Selected Financial Data of Zhan Yun, 2008Laptop (Including Tablet PC) Sizes, 2009-2011Laptop Panel Prices, Jan. 2009-Jan. 2012 Monthly Shipment and Growth Rate of Laptop (Including Tablet PC), Dec. 2010-Dec. 2011Market Share of Major Laptop Panel (Including Tablet PC) Manufacturers by Revenue, 2010-2011 Samsung's Revenue by Product, 2009-2011Revenue, Operating Margin, Shipment and Average Selling Price of Samsung's LCD Division, Q1 2010-Q4 2011Revenue and Gross Margin of LG DISPLAY, 2002-2011Revenue and Operating Margin of LG DISPLAY, 2002-2011Shipment and Average Price of LG DISPLAY, Q4 2010-Q4 2011 Revenue of LG DISPLAY by Application, 2009-2012Revenue of LG DISPLAY by Application, Q4 2010-Q4 2011 Capacity of LG DISPLAY by Production Line, Q4 2009-Q4 2010 Production Lines of LG DISPLAYAUO's Revenue and Operating Margin, 2004-2011AUO's Revenue by Application, Q4 2010-Q4 2011 AUO's Capacity by Production Line, Q4 2011 Revenue, Gross Margin and EBITDA of Chimei-Innolux, Q3 2009-Q2 2011 Revenue of Chimei-Innolux by Application, Q3 2009-Q2 2011 Supporting Enterprises of Chimei-Innolux in Ningbo Beilun Export Processing ZoneShipment of Hannstar's Large and Medium-sized LCD Panels, 2007-2011Seagate's Revenue and Operating Margin, FY2006-2011 Seagate's Revenue by Channel, Q1 FY2010-Q2 2012 Seagate's Revenue by Region, Q1 FY2010-Q2 2012 Seagate's Shipment by Application, Q1 FY2010-Q2 2012 Revenue and Operating Margin of Western Digital, FY2003-2011Hard Disk Shipment and Global Market Share of Western Digital, Q1 FY2010-Q2 FY2012 Revenue and Gross Margin of Western Digital, Q1 FY2010-Q2 FY2012 Revenue and Operating Profit of Western Digital, Q1 FY2010-Q2 FY2012Revenue of Western Digital by Channel, Q1 FY2010-Q2 FY2012Revenue of Western Digital by Region, Q1 FY2010-Q2 FY2012Hard Disk Shipment of Western Digital by Application, Q1 FY2010-Q2 FY2012 Headcount of Western Digital and Proportion of Its Top 10 Customers, Q1 FY2009-Q2 FY2011Revenue and Gross Margin of Auras Technology, 2001-2011Revenue and YoY Growth Rate of Auras Technology, Dec.2009-Dec. 2011Revenue and Gross Margin of Chaun Choung Technology, 2003-2011Revenue and YoY Growth Rate of Chaun Choung Technology, Dec. 2009-Dec. 2011Revenue and Gross Margin of Asia Vital Components, 2002-2011Revenue and YoY Growth Rate of Asia Vital Components, Dec. 2009-Dec. 2011 Revenue of Asia Vital Components by Application, 2008-2012 Revenue and Operating Margin of Foxconn Technology, 2004-2011 Revenue and YoY Growth Rate of Foxconn Technology, Dec. 2009-Dec. 2011ODD Shipment, 2008-2013Market Share of Major ODD Manufacturers Worldwide, 2010-2011 Revenue and Operating Margin of Liteon Technology, 2003-2011Revenue and YoY Growth Rate of Liteon Technology, Dec. 2009-Dec. 2011 Revenue of Liteon Technology by Product, 2009-2011Revenue and Gross Margin of Quanta Storage, 2002-2011Revenue of Quanta Storage by Product, 2008-2011Revenue and YoY Growth Rate of Quanta Storage, Dec. 2009-Dec. 2011Market Share of Major Laptop PCB Manufacturers (by Shipment), 2011Revenue and Growth Rate of Gold Circuit Electronics, Jan. 2010-Jan. 2012 Revenue of Gold Circuit Electronics by Product, 2010-2011Revenue and Growth Rate of Tripod Technology, Jan. 2010-Jan. 2012 Capacity of Tripod Technology, 2006-2011Touch Screen Capacity, Output, Output Value and Sales Volume of TPK Holding, 2008-2010TPK's Revenue by Product, Q1 2010-Q3 2011 TPK's Capacity, 2011HR Structure of TPK Holding, 2008-Mar. 2010