DisplaySearch Indicates Record High of 89% of Notebooks from Taiwanese OEM in Q3’07

Sort Date: 12062007

AUSTIN, TEXAS, December 6, 2007—DisplaySearch, the worldwide leader in display market research, has released its Q3’07 Quarterly Notebook PC Value Chain Report, which states that 89% of the 29 million notebook PCs shipped in Q3’07 were made by Taiwanese OEMs. This sets a new record high, up from 85% in Q2’07, 80% in Q1’07 and 87% in Q4’06. Many notebook PC brands outsourced 100% of their core notebook PC barebones assembly to subcontract manufacturers, including HP, Dell, Apple and Acer Gateway. Some brands like Toshiba, Sony and Fujitsu insist on maintaining some in-house assembly. Among Taiwanese OEMs, Quanta is the leading manufacturer with a 34% market share on a unit basis, followed by 24% at Compal, and 13% at Wistron. LCD panels are consigned by notebook PC brands and then shipped to the OEM for assembly. HP is the top notebook LCD panel customer for Samsung, LPL and AUO.

Highlights of the Q3’07 Quarterly Notebook PC Value Chain Report include

  • 31.9 million notebook LCD modules were shipped from TFT LCD makers, while notebook PC manufacturers shipped 29 million units. These variances were mainly due to supply chain, assembly lead time, buffer stocks and channel inventory.
  • As shown in Table 1, Quanta led the Notebook PC subcontract manufacturing market with a 34% share in Q3’07, followed by Compal, Wistron, Inventec and ASUSTeK.
  • The main customers for Quanta are HP, Dell, Acer and Apple, and the main customers for Compal are Dell, HP, Toshiba and Acer. The main customers of Inventec are HP and Toshiba. HP, Acer and Lenovo are the main customers of Wistron. And the main OEM customers of ASUSTeK are Toshiba and Dell.
  • The top seven notebook PC module suppliers are listed in Table 2, along with their top customers by volume. In Q3’07, HP was the top customer of LG.Philips LCD, Samsung and AUO. Sony, Toshiba and Lenovo are the main customers of TMDisplay. Sony and Dell were the two major notebook LCD customers of CPT. In addition, each of the top five suppliers looked to their top five customers for at least 50% of their volume, with the exception of CMO.

Table 1: Top Five Notebook PC OEM Set Manufacturers by Share in Q2’07 and Q3’07


Rank

Notebook PC Subcontract Manufacturers

Q2’07 Share

Q3’07 Share

1

Quanta

36%

34%

2

Compal

27%

24%

3

Wistron

12%

13%

4

Inventec

8%

9 %

5

ASUSTeK

6%

8%

 

Others

11%

13%

 

Total

100%

100%

Table 2: Top Customers’ Share of Notebook LCD Module Makers’ Shipments in Q3’07 (Unit Basis)


Rank

LCD TV Module Makers

Top Five Customers

Top Customers’ Unit Share

1

LPL

HP, Dell, Lenovo, Toshiba, Apple

68%

2

Samsung

HP, Dell, Lenovo, Acer, Toshiba

73%

3

AUO

HP, Acer, Dell, ASUS, Lenovo

78%

4

CMO

ASUS, Acer, HP, Apple, Fujitsu & Fujitsu-Siemens

67%

5

CPT

Sony, Dell, Fujitsu & Fujitsu-Siemens, Samsung, Compal

80%

6

TMDisplay

Sony, Toshiba, Fujitsu & Fujitsu-Siemens, Lenovo, HP

54%

7

Sharp

Dell, HP, Sony, Others

100%

According to Brian Chen, research director of DisplaySearch and the author of the Quarterly Notebook PC Value Chain Report, "DisplaySearch’s in-depth Quarterly Notebook PC Value Chain Report has quickly become an indispensable research tool for the TFT LCD industry. It’s a comprehensive reference on the supply chain relationships between notebook module makers, notebook OEM manufacturers and notebook PC brands."

The Quarterly Notebook PC Value Chain Report is delivered quarterly in Excel format. For more information, contact DisplaySearch sales at 512.687.1511 or via email at sales@displaysearch.com.

About DisplaySearch
DisplaySearch, an NPD Group company, has a core team of 57 employees located in Europe, North America and Asia who produce a valued suite of FPD-related market forecasts, technology assessments, surveys, studies and analyses. The company also organizes influential events worldwide. Headquartered in Austin, Texas, DisplaySearch has regional operations in Chicago, Houston, Kyoto, London, San Diego, San Jose, Seoul, Shenzhen, Taipei and Tokyo, and the company is on the web at http://www.displaysearch.com/.

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