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Continuously Falling Notebook PC Panel Prices

Trends in TFT LCD panel prices are very different for the three main applications. TV panel prices have been increasing for 3 quarters, and are becoming the main source of profit for panel makers; monitor panel prices are stagnant, as panel production has been falling due to weak demand; notebook PC panel prices have been falling continuously since Q2 and indications are that prices will remain soft through the first half of 2013.

While “China demand” is the driving force for the LCD TV panel outlook, and “production control” is the key to stabilizing the monitor panel market, there are no clear trends in the  notebook PC panel market, despite efforts to promote ultra-slim form factor, high resolution panels, and the Windows 8 launch; none have proved to be powerful yet.

According to our Monthly Large-Area LCD and PDP Pricing, 14” HD and 15.6” HD notebook PC modules with wedge-type backlights have been selling for below $40, nearly at the manufacturing cost. The fact that there is not much difference between 14” and 15.6” means that panel pricing has driven below value in some cases.

Tablet PCs continue to capture consumers’ favor, as those who care more about content consumption than creation value portability and convenience, and thus tablet PCs are taking share from traditional clamshell notebook PCs. At the same time, economic concerns have hampered enterprise IT spending, which hits notebook PCs in particular.

Another issue is that many notebook PC brands appear to be carrying inventories due to slow sales this year and preparation for the Windows 8 launch. Notebook PC panel buyers have been asking panel makers for rebates or for marketing funds to compensate for losses in panel inventory value as panel prices have fallen.

Notebook PC makers have adopted conservative outlooks for their 2013 business plans. In the DisplaySearch Market Tracker we showed that PC brands do not have optimistic targets.

2012-2013 Clamshell Notebook PC Shipment Targets (Million Units)


It seems as though only Lenovo, ASUS, Apple, Sony are planning on increase their 2013 notebook PC shipments. This means it is hard to see notebook PC panel prices bouncing  back at least for the next 2-3 quarters. The influence of smart phones and tablet PCs is becoming more obvious. Now the question “when will tablet PCs surpass notebook PCs?” has become a hot topic, which many observers believe will be 2013 or 2014.

Notebook PC panel price recovery will most likely come from value-added scenarios for notebook PC usage, such as high resolution for better data processing and picture performance, ultra-slim form factor and lighter weight for better portability, and touch screen integration for improved user interfaces. These seem to be the only way for panel makers to stop losing money from their notebook PC panel business.

  • http://omg-gurubootcamp.com/singapore/analyst-tablets-could-outsell-laptops-in-2013/ Analyst: Tablets Could Outsell Laptops in 2013 | OMG-Gurubootcamp!! Singapore

    [...] “The change of smartphones and inscription PCs is apropos some-more obvious. Now a question, ‘When will inscription PCs transcend cover PCs?’ has spin a prohibited topic, that many observers trust will be 2013 or 2014,” a researcher wrote in a blog post. [...]

  • http://uroshare.euroinvo.com/?p=197 Why 2013 is shaping up to be the year tablet sales eclipse notebooks?? | UROTAB-Touch To Succeed

    [...] “Tablet PCs continue to capture consumers’ favor, as those who care more about content consumption than creation value portability and convenience, and thus tablet PCs are taking share from traditional clamshell notebook PCs,” Hsieh said in a blog post. [...]

  • http://laptop.ksatria.us/analyst-tablets-could-outsell-laptops-in-2013.html Analyst: Tablets Could Outsell Laptops in 2013 – Gadget Magazine

    [...] “The influence of smartphones and tablet PCs is becoming more obvious. Now the question, ‘When will tablet PCs surpass notebook PCs?’ has become a hot topic, which many observers believe will be 2013 or 2014,” the analyst wrote in a blog post. [...]

  • http://toppedapps.com/?p=654 Analyst: Tablets Could Outsell Laptops in 2013 | News & Opinion | PCMag.com | toppedapps

    [...] “The influence of smartphones and tablet PCs is becoming more obvious. Now the question, ‘When will tablet PCs surpass notebook PCs?’ has become a hot topic, which many observers believe will be 2013 or 2014,” the analyst wrote in a blog post. [...]

  • http://www.indianhotnews.com/4-predictions-for-tablets-in-2013/ 4 Predictions for Tablets in 2013 : HotNews Indian News | India Newspaper | India Latest News | News From India | India News Daily | Current India News

    [...] of the nine largest laptop companies, only four — Sony, Asus, Lenovo and Apple — expect to sell more laptops in 2013 than in 2012, but not by much. Lenovo is the most confident, with projected sales of 31 million, [...]

  • http://it.philex.com:5000/nik/4-predictions-for-tablets-in-2013/ 4 Predictions for Tablets in 2013 | TechBlog

    [...] of the nine largest laptop companies, only four — Sony, Asus, Lenovo and Apple — expect to sell more laptops in 2013 than in 2012, but not by much.  Lenovo is the most confident, with projected sales of 31 million, [...]

  • http://omg-gurubootcamp.com/singapore/4-predictions-for-tablets-in-2013/ 4 Predictions for Tablets in 2013 | OMG-Gurubootcamp!! Singapore

    [...] of a 9 largest laptop companies, usually 4 — Sony, Asus, Lenovo and Apple — design to sell more laptops in 2013 than in 2012, though not by much. Lenovo is a many confident, with projected sales of 31 million, [...]

  • http://e27.sg/2013/01/08/lenovo-splits-into-lenovo-business-group-and-think-business-group/ Lenovo splits into Lenovo Business Group and Think Business Group – e27

    [...] Source(s) : Engadget, LaptopMag, MercuryNews, DisplaySearch [...]

  • http://www.ddtechsolutions.com/blog/2013/01/npd-predicts-2013-will-be-the-year-that-tablet-shipments-finally-overtake-notebooks/ DD Tech Solutions – NPD predicts 2013 will be the year that tablet shipments finally overtake notebooks

    [...] compound annual growth rate of 28 percent over the next five years.Just last month, an NPD analyst noted that “many observers” believe tablet shipments will surpass notebook shipments in 2013 [...]

  • http://rapidetech.wordpress.com/2013/01/08/npd-predicts-2013-will-be-the-year-that-tablet-shipments-finally-overtake-notebooks/ NPD predicts 2013 will be the year that tablet shipments finally overtake notebooks | Rapide Tech

    [...] last month, an NPD analyst noted that “many observers” believe tablet shipments will surpass notebook shipments in 2013 or [...]

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    [...] of the nine largest laptop companies, only four — Sony, Asus, Lenovo and Apple — expect to sell more laptops in 2013 than in 2012, but not by much. Lenovo is the most confident, with projected sales of 31 million, [...]

  • http://archblog.eu/2013/01/02/4-predictions-for-tablets-in-2013/ 4 Predictions for Tablets in 2013 » ArchBlog | Tech, News & more!

    [...] of the nine largest laptop companies, only four — Sony, Asus, Lenovo and Apple — expect to sell more laptops in 2013 than in 2012, but not by much. Lenovo is the most confident, with projected sales of 31 million, [...]

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    [...] of the nine largest laptop companies, only four — Sony, Asus, Lenovo and Apple — expect to sell more laptops in 2013 than in 2012, but not by much. Lenovo is the most confident, with projected sales of 31 million, [...]