Featuring analysis from

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  • Solarbuzz

Tablet PC Panels Shipment Exceeded Notebook PC Panel

As we recently noted, tablet PC shipments are likely to overtake those of notebooks in North America this quarter. In a milestone for the global industry, in October tablet PC panel shipments exceeded those of notebook PC panels. Can this be an indicator of a broader shift to tablet PCs from the clamshell notebook PC?

Monthly Notebook PC & Tablet PC Panel Shipment

 Source: NPD DisplaySearch Monthly TFT LCD Shipment Database

 As panel shipments are always the leading indicator for set shipments, it can be seen that tablet PCs are threatening to overtake notebooks. The notebook PC may need to move to the high end with ultra-slim form factor, or to the low end, low-cost thick box, to compete.

The October panel shipment results from the following factors:

  • The notebook PC supply chain has some slow-moving inventory impacting panel purchases, and panel shipments declined by almost 4 M units from September to October.
  • Notebook PC panel buyers are limiting panel purchases in order to prepare new designs for the coming Windows 8 models.
  • Tablet PC shipments soared to build inventory for the holidays, as well as for the many white-box tablet PCs emerging in China. Strong growth in tablet PCs for kids and education is also a factor, but could be a seasonal effect.

So, October panel shipments could be a special case and we will need to keep watching to judge whether tablet PCs overtake notebooks earlier.

In any event, tablet PCs have been the hottest TFT LCD panel application this year, with higher-end technologies required to produce the panels and higher visual specifications, but also fast growing demand from the end market even at relatively high panel prices. With an expanding customer base for TFT LCD panel makers (Google, Amazon, Barnes & Noble were not customers a year ago but now they are purchasing many tablet PC panels), the fast growing tablet PC is having an impact on the production strategies of panel makers.

  • http://systemonkey.com/2012/11/24/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October « system-ON-key

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://westpennjournal.com/blog/2012/11/24/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October | WestPenn Journal

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://dailytechno.net/tablet-display-shipments-jump-top-laptops-in-october/htm. Tablet display shipments jump, top laptops in October – Daily Techno

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://www.ocean92.com/tablet-display-shipments-jump-top-laptops-in-october.html Tablet display shipments jump, top laptops in October | Ocean92

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://80spartymachine.com/site/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October |

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://www.halapic.com/technology/technology-news/microsoft/tablet-display-shipments-jump-top-laptops-in-october.html Tablet display shipments jump top laptops in October | HaLaPicHaLaPic

    [...] Computer row shipments exceeded those of cover Personal Computer panels,” NPD DisplaySearch said today in a investigate [...]

  • http://www.mudit.tk/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October | Gate Way – A Tech Blog

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://localmobilebusiness.ca/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://blog.friendlypcpro.com/?p=138 Tablet display shipments jump, top laptops in October

    [...] October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://www.dailynewspages.com/2012/11/24/tablet-display-shipments-jump-top-laptops-in-october-cnet/ Tablet display shipments jump, top laptops in October – CNET | Daily News Pages

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://extractpc.info/?p=10598 Tablet display shipments jump, top laptops in October | My Blog

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://www.ipad2development.com/blog/2012/11/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October | iPad Development

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://www.ipad2development.com/blog/2012/11/tablet-display-shipments-jump-top-laptops-in-october-cnet/ Tablet display shipments jump, top laptops in October – CNET | iPad Development

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://fortsec.com/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October – Information security & technology news

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://www.binaryplug.com/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October | Binary Plug

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://www.shitsupport.co.uk/tech-talk-25112012/ Tech Talk 25/11/2012 » S.H. IT Support

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://omg-gurubootcamp.com/singapore/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October | OMG-Gurubootcamp!! Singapore

    [...] in Oct inscription PC row shipments exceeded those of cover PC panels,” NPD DisplaySearch said today in a investigate [...]

  • http://financialpress.com/2012/11/25/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October — Financial Press

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://pctablet.name/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October | Windows 8 Tablet, PC Tablet, Android Tablet, The New iPad Tablet, Smart Devices & News

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://onlinecomputerbackup.co.uk/tablet-display-shipments-jump-top-laptops-in-october Tablet display shipments jump, top laptops in October – Online Computer Backup

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://www.fillbag.com/2012/tablet-display-shipments-jump-top-laptops-in-october/ Tablet display shipments jump, top laptops in October

    [...] Computer row shipments exceeded those of cover Personal Computer panels,” NPD DisplaySearch said today in a investigate [...]

  • http://www.techpaperagent.com/tablet-display-shipments-finally-top-notebooks-in-october/ Tablet Display Shipments Finally Top Notebooks in October | TechPaper | Technology Agent

    [...] been a slow build over the last several years, but for the first time ever, NPD is reporting that tablet displays are shipping in greater quantities than those destined for notebooks. This doesn’t mean notebook computers are dead by any stretch [...]

  • http://pctablet.name/tablets-threatening-to-overtake-laptops-says-analyst/ Tablets 'threatening to overtake laptops' says analyst | Windows 8 Tablet, PC Tablet, Android Tablet, The New iPad Tablet, Smart Devices & News

    [...] Hsieh of NPD DisplaySearch described it as “a milestone for the global industry”. He noted that display shipments [...]

  • http://techno-vision.net/2012/11/tablet-display-shipments-jump-top-laptops-in-october/ Techno Vision – Tablet display shipments jump, top laptops in October

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://toppedapps.com/?p=548 Tablet display shipments jump, top laptops in October | toppedapps

    [...] in October tablet PC panel shipments exceeded those of notebook PC panels,” NPD DisplaySearch said today in a research [...]

  • http://www.itleader.info/2012/11/25/tablet-display-shipments-finally-top-notebooks-in-october/ Tablet Display Shipments Finally Top Notebooks in October : Information Technology Leader

    [...] been a slow build over the last several years, but for the first time ever, NPD is reporting that tablet displays are shipping in greater quantities than those destined for notebooks. This doesn’t mean notebook computers are dead by any stretch [...]

  • http://www.zdnet.de/88133373/studie-hersteller-liefern-im-oktober-erstmals-mehr-tablet-als-notebook-displays-aus/ Hersteller liefern im Oktober mehr Tablet- als Notebook-Displays aus

    [...] mehr Displays für Tablets als für Notebooks verkauft. Das meldet das Marktforschungsunternehmen NPD DisplaySearch. Insgesamt lieferte die Branche im vergangenen Monat 18,7 Millionen Displays mit einer Größe [...]

  • http://www.infohw.com/2012/11/expedicao-de-paineis-para-tablets-bate-portateis/ Info Hardware – A tua fonte de informação sobre hardware em Português » Blog Archive » Expedição de paíneis para tablets bate portáteis

    [...] Displaysearchblod.com Componentes, Noticias, [...]

  • http://www.mobilesportsreport.com/2012/11/mobile-sports-report-techwatch-happy-cyber-monday/ Mobile Sports Report TechWatch: Happy Cyber Monday

    [...] would not occur for some time year. Apparently they were wrong. According to market research firm NPD Display Search, that has already occurred last month, based on it’s following of the panels used in both [...]

  • http://www.ohmygeek.net/2012/11/27/en-octubre-se-vendieron-mas-tablets-que-notebooks/ En Octubre se vendieron más tablets que notebooks | OhMyGeek!

    [...] reciente estudio de Display Search confirma que los envíos de tablets superaron los US$18,7 millones, mientras que los de [...]

  • http://cloudnewsj.com/2012/11/27/%e3%81%be%e3%82%82%e3%81%aa%e3%81%8f%e3%82%bf%e3%83%96%e3%83%ac%e3%83%83%e3%83%88%e3%81%ae%e5%87%ba%e8%8d%b7%e5%8f%b0%e6%95%b0%e3%81%8c%e3%83%8e%e3%83%bc%e3%83%88pc%e3 まもなくタブレットの出荷台数がノートPCを上回る まずは北米で今年10~12月期にも、米社の予測[#cbajp] | CBA – Cloud News Japan

    [...] 米国の市場調査会社NPDディスプレイサーチによると、タブレット端末の販売台数がノートパソコンのそれを上回る日もそう遠いことではなさそうだ。今年10月におけるタブレット端末向け液晶ディスプレイパネルの世界出荷枚数は、前月から130万枚増えて1870万台に達した。これに対し、ネットブックも含めたノートパソコン用ディスプレイパネルの枚数は前月から390万枚減の1690万枚だった。一方でタブレット端末は、メーカーが年末商戦に向けてパネルの発注量を増やした。これに加え、子供向けと教育市場向けタブレットの需要が一時的に増大した。これらを考えると、この10月におけるパネル需要の逆転現象は特殊なケースだった可能性がある。だが、いずれにせよタブレットの需要が今後も増大することから、パネルメーカー業界に及ぼす影響は大きいとNPDディスプレイサーチは指摘している。 [...]

  • http://techrights.org/2012/11/27/gnome-desktop/ Links 27/11/2012: GNOME Desktop in the Headlines | Techrights

    [...] Tablet PC Panels Shipment Exceeded Notebook PC Panel [...]

  • http://wintablet.info/2012/11/ya-hay-mas-pantallas-para-tabletas-que-para-notebooks/ WinTablet.info » Ya hay mas pantallas para tabletas que para notebooks

    [...] los chicos de NPD Display Research, expertos en todo lo que tiene que ver con pantallas. Según un anuncio reciente, el mes pasado se recibieron mas encargos para pantallas destinadas a Tablet PC que a [...]

  • http://tabletmesh.com/2012/11/29/tablet-pc-hybrid/ Tablet – PC Hybrid | Tablet Mesh

    [...] computers with touch screens with unique features. Even though the shipment of tablet panels exceeded the shipment of notebook panels in the month of October, it does not indicate the demise of the [...]

  • http://gconverter.org/demo/3/1063/4568338-boomender-tabletmarkt-displayhersteller-liefern-mehr-tablet-als-notebookdisplays/ Boomender Tabletmarkt: Displayhersteller liefern mehr Tablet- als Notebookdisplays | android-hilfe.de

    [...] mehr Displays für Tablets als für Notebooks verkauft. Dies meldet das Marktforschungsunternehmen NPD DisplaySearch. Zusammengenommen lieferten die Betriebe der Branche im letzten Monat rund 18,7 Millionen [...]