“With 2013 business planning well underway, product portfolios, sales strategies, and sourcing plans for mobile PC brands will certainly impact the supply chain,” Lin noted. Top PC brands will see only 2% annual growth in 2012 for notebook PCs, and a -28% plunge in mini-notebook PCs — but tablet PC growth chugs on at 75%. In 2013, however, these PC companies are setting their sights higher, planning 16% Y/Y shipment increases on average for notebook PCs, while tablet PC growth “may be less impressive than in 2012,” he says.
LG Display was the top supplier of mobile PC panels, with more than a third of its shipments going to Apple. Still the clear leader in mobile PCs (defined as notebooks, tablets, and ultraslim PCs), Apple accounted for more than 84% of total tablet PC shipments in 2Q12 (primarily made by Foxconn). HP was second, with Quanta covering about 33% of its production. Foxconn led in all PC OEM production in 2Q12 with >85% of its volume from Apple’s new 9.7-in. iPad and iPad 2. (Quanta started making Google’s Nexus 7-in. tablet PC in 2Q12.) electroiq
Tablet market share and IDC wild prediction.
According to research firm International Data Corporation (IDC), iPad market share is expected to slip to 53.8% by the end of this year, from 56.3% in 2011. Android tablets, on the other hand, will increase their market share from 39.8% to 42.7%. However, predictions four years from now tell an interesting story.
In 2016, That 53.8% of Apple’s tablet market share is predicted to dip even further to 49.7%, while Android’s market share will take a hit as well, down to 39.7%. However, Microsoft‘s tablet market share, thanks to their new Surface tablet running Windows RT, will go from 2.9% market share in 2012 to 10.3% in 2016. slashgear