Market researcher Market Intelligence and Consulting Institute (MIC, 產業情報研究所) yesterday forecast global tablet computer shipments would grow at a slower pace next year as major players face a fast-saturating tablet market.
In the meantime, the Taipei-based researcher predicted that the global PC market would see a bigger annual decline in shipments next year than this year because of potentially weak growth in corporate demand.
MIC made the forecast at a Taipei forum, where analysts shared their thoughts about next year’s prospects for such technology industries as tablets, PCs, semiconductors, flat panels and telecommunications.
The government-funded research house said it now expects global shipments of tablets to reach 293 million units next year, up 9.2 percent from this year.
The pace of increase will be slower than this year, during which shipments are likely to grow by 12.4 percent to 268 million units from last year, the researcher said in a statement.
“The global tablet market is showing clear signs of losing steam this year as ‘white-box’ vendors face limited room for further growth and the developed markets are maturing,” MIC said.
White-box products are items that are similar to a brand-name devices, but are offered at a lower price.
The rise of larger smartphones and falling prices of tablets sold by brand-name vendors have slowed down the high growth rate for white-box tablets seen in the past few years.
On the other hand, major tablet brands also face headwinds in future in view of more low-priced products from other smaller and lesser-known vendors, MIC said.
As for PCs, MIC said it now predicts that worldwide shipments would reach 295 million units, down 1.2 percent from the 299 million units estimated for this year.
The shipment forecast for this year represents a minor contraction of 0.1 percent from last year.
“Microsoft Corp’s ending its support for Windows XP and reducing royalties for new software have allowed the global PC market to perform better than expected for this year,” MIC senior manager Charles Chou (周士雄) said in the statement.
However, after this year’s corporate PC refresh cycle, the global PC market is not expected to expand next year; rather, it is likely to contract at a faster pace than this year, Chou said.
Since Apple Inc launched the iPad in 2010, tablets have been eating into PC sales, cutting the profits of long-time PC heavyweights such as Hewlett-Packard Co and Dell Inc, and prompting Microsoft to offer Windows operating systems for tablets and even launch its own Surface tablet to maintain profitability.
However, the increasingly fierce competition between major tablet brand-names and white-box vendors, as well as the fast-saturating tablet market, have led shipments by Taiwanese makers to shrink by 16.9 percent to 95 million units this year from last year, according to MIC.
Nvidia Corp’s demand for advanced packaging from Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) remains strong though the kind of technology it needs is changing, Nvidia CEO Jensen Huang (黃仁勳) said yesterday, after he was asked whether the company was cutting orders. Nvidia’s most advanced artificial intelligence (AI) chip, Blackwell, consists of multiple chips glued together using a complex chip-on-wafer-on-substrate (CoWoS) advanced packaging technology offered by TSMC, Nvidia’s main contract chipmaker. “As we move into Blackwell, we will use largely CoWoS-L. Of course, we’re still manufacturing Hopper, and Hopper will use CowoS-S. We will also transition the CoWoS-S capacity to CoWos-L,” Huang said
Nvidia Corp CEO Jensen Huang (黃仁勳) is expected to miss the inauguration of US president-elect Donald Trump on Monday, bucking a trend among high-profile US technology leaders. Huang is visiting East Asia this week, as he typically does around the time of the Lunar New Year, a person familiar with the situation said. He has never previously attended a US presidential inauguration, said the person, who asked not to be identified, because the plans have not been announced. That makes Nvidia an exception among the most valuable technology companies, most of which are sending cofounders or CEOs to the event. That includes
INDUSTRY LEADER: TSMC aims to continue outperforming the industry’s growth and makes 2025 another strong growth year, chairman and CEO C.C. Wei says Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a major chip supplier to Nvidia Corp and Apple Inc, yesterday said it aims to grow revenue by about 25 percent this year, driven by robust demand for artificial intelligence (AI) chips. That means TSMC would continue to outpace the foundry industry’s 10 percent annual growth this year based on the chipmaker’s estimate. The chipmaker expects revenue from AI-related chips to double this year, extending a three-fold increase last year. The growth would quicken over the next five years at a compound annual growth rate of 45 percent, fueled by strong demand for the high-performance computing
TARIFF TRADE-OFF: Machinery exports to China dropped after Beijing ended its tariff reductions in June, while potential new tariffs fueled ‘front-loaded’ orders to the US The nation’s machinery exports to the US amounted to US$7.19 billion last year, surpassing the US$6.86 billion to China to become the largest export destination for the local machinery industry, the Taiwan Association of Machinery Industry (TAMI, 台灣機械公會) said in a report on Jan. 10. It came as some manufacturers brought forward or “front-loaded” US-bound shipments as required by customers ahead of potential tariffs imposed by the new US administration, the association said. During his campaign, US president-elect Donald Trump threatened tariffs of as high as 60 percent on Chinese goods and 10 percent to 20 percent on imports from other countries.