Electronic Components Weekly Data Tracking: Emerging Consumer Electronics Topics

Technical Trends 1. As visual perception has become the mainstay of the development of mobile devices, after the introduction of high-resolution panels, full-fitting will become the key to the next phase.

WitsView estimates that the proportion of full-fit applications for tablet PCs and NBs for 12 years will be 9% and 16%, respectively; it is expected to increase dramatically to 38% and 45% in 13 years, respectively.

2. Google launched fiber-optic network service GoogleFiber and Internet TV service Google Fiber TV. On the one hand, it promoted a significant increase in network bandwidth and lowered the price of the Internet. On the other hand, the overall content of the program highlighted the characteristics of the integration of intelligent terminals.

3. The AMOLED small-size application has a high degree of maturity. The 4" cost is 1.3 times that of the LCD. Samsung's cost is close. The large-size device is not yet mature, and the 55" cost is 10 times that of the LCD.

Core Company Dynamics The global top 5 NB brand shipments declined by 13% month-on-month in 4.7 months; DIGITIMES expects Apple's Q3 to ship a new high for the new model shipments, up 41.2% quarter-to-quarter.

5.DIGITMES expects shipments of the 12H2 iPad to increase by 9% year-on-year to 29 million units, and Non-iPad shipments will increase 47% year-on-year to 20.18 million units. Shipments for the whole year were revised down from 95.1 million units in November 11 to 88.69 million units, down 6.7%.

6.Shenghua and Hexin signed a cooperation agreement. In the future, they will cooperate closely in terms of production capacity, technology, patents and market. Shenghua will use the sensor capacity of Hexin's 5.3 generation line to jointly develop the OGS market and capture the large size of NB. Business.

Industry data tracking 7.IDC statistics, 12Q2 global mobile phone shipments 406 million units, an increase of 1.0%; smart phones shipped 154 million units, an increase of 42.1%, penetration rate of 37.9%. Global tablet shipments reached 24.99 million units, an increase of 66.2% year-on-year, and an increase of 33.7% from the previous quarter.

8.MIC estimates that the penetration rate of Ultrabook shipments in the second half of the year will be about 13%, and the proportion of shipments will increase to 35% in 16 years. The product will develop to a larger size of 14-15.6 inches.

In the first half of 9.8, the price of mobile phone panels fell slightly, while the other panels remained flat.

10. A total of 11 major market adjustment agencies forecast the growth rate of global semiconductor revenue in 12 years, and 8 forecast growth rates are concentrated at 2%-5%. Maintain the judgment of a steady rise in the economy.