IDC：亞太區售出的顯示器僅五分之一為CRT

IDC : Only 1 Out of 5 PC Monitors Sold in Asia/Pacific (excluding Japan) Is a Traditional CRT
Figure 1. APEJ PC Monitor Sales from 2006 to 2011 (in Units)

September 18, 2007 – According to IDC’s Asia/Pacific Quarterly PC Monitor Tracker 2Q 2007 report, the Asia/Pacific excluding Japan (APEJ) PC monitor market totaled 25.9 million units in 1H 2007, representing an increase of 6.5% over 2H 2006, and an impressive 22.5% over 1H 2006. Almost all countries exhibited a growth in sales over 2H 2006, except Hong Kong, Taiwan and Vietnam due to seasonal factors. While total CRT sales continued falling, posting a 38.0% decline compared to 1H 2006, total LCD sales in 1H 2007 were 20.5 million units, a 23.0% increase over 2H 2006. Monitors bundled with a new branded desktop accounted for 44.3% of total monitor sales, while the standalone monitor market captured 55.7% of all monitor sales in 1H 2007.

“Despite the price hike of LCD monitors due to the higher panel costs, CRT-LCD migration continued to be seen in the developing countries, while the increasing popularity of larger wide-screen LCDs also led to another round of strong monitor replacement in 1H 2007,” said Yoong Siat-Siah, Senior Analyst of Asia/Pacific Personal Systems Research at IDC. “The PRC, India, Indonesia, Malaysia, Philippines, Malaysia, Thailand and Vietnam all posted a huge LCD uptake, with sequential growths ranging from 29% to 59%. However Taiwan and Hong Kong’s already high penetration of LCD monitors resulted in a saturation of growth in 1H 2007, and a decline over 2H 2006.“

Vendor Rankings
· The top 6 PC monitor vendors contributed 61.1% of overall PC monitor sales in the APEJ region in 1H 2007, a slight increase from the 59.6% in 2H 2006. Among the top 6 vendors, 4 were standalone monitor vendors (Samsung, LG, ViewSonic and AOC), while 2 were PC vendors (Lenovo and HP).

· Samsung, Lenovo, LG Electronics and HP retained the same top 4 vendor rankings as 2H 2006, with 17.0%, 12.7%, 9.4% and 7.4% share respectively. ViewSonic climbed one spot up to fifth, while AOC took ViewSonic’s former rank in sixth, up from its eighth spot in 2H 2006. Of the top 6 vendors, Lenovo was the only vendor to exhibit a drop in market share (by 2.6%), as a result of a decline in its desktop sales over 2H 2006. Although more PC vendors have been keen to explore opportunities in building their presence in the standalone monitor market, Lenovo’s monitor sales were still very much dependent on its desktop sales.

Product Migration
· In the LCD space, the 17-inch remained the mainstream size, despite unit shipments falling 2.9% over 2H 2006 as several countries (Australia, Korea, New Zealand, the PRC and Taiwan) already saw the 19-inch size outselling the 17-inch in 1H 2007. Wide-screen LCDs accounted for 5.7% of all 17-inch sales in 1H 2007, compared to only 0.3% in 2H 2006.

· The proportion of wide-screen LCDs in 1H 2007 reached 38.4% of total LCDs, an increase of 22 percentage-points over 2H 2006. The huge growth was also due to more players launching wide-screen LCDs in smaller sizes (15W and 17W) to capture the CRT market, especially in developing countries. In the commercial market, although the acceptance of wide-screen monitors is still relatively low, it is still growing due to the surge of wide-screen notebooks in the corporate environment, which also heralds a change in the mindset of IT managers.

As Reuben Tan, Research Manager of IDC’s Asia/Pacific Personal Systems Research, noted, “A significant portion of larger wide-screen LCD buyers are upgrading from a first generation LCD monitor (thicker bezel, smaller screen), and not just from the CRT form factor. Such LCD-LCD upgrades resulted in the sustained growth of LCD volumes across the region, where this growth exceeds the decline in CRT sales.”

Country Outlook
IDC expects total PC monitor sales this year in almost every country to post a growth over 2006, except for a dip in Hong Kong, and a flat showing in Korea. Other matured markets such as Australia, Singapore and Taiwan are expected to continue growing in 2007 over the previous year, and developing markets such as the PRC, India, Indonesia, Philippines and Vietnam will post the strongest growth this year.

Across countries, the retail segment sees the highest volume of standalone monitors, as many SoHo and SMB buyers elect to purchase their units from the retail channel as well. To illustrate this point, although 67.3% of all standalone monitors were sold through the retail channel in 2Q 2007, the consumer market accounted for just 53.7% of all monitor sales across the region.
LCD sales in the expanding markets of the PRC and India were strong in 2006, growing 76% and 158% respectively over 2005. This trend is expected to continue in 2007, with total LCD sales in the PRC growing by 73% over 2006, and by 113% in India.

While CRT demand in Singapore is expected to drop by almost 60% in 2007, LCD volumes will grow 26.2%, driven by an expected increase in desktop sales over 2006, and a wave of standalone sales of larger wide-screen monitors as upgrades to existing LCD monitors.

For more information about the research or to purchase this data, please contact Selina Ang at +65-6228-7717 or sang@idc.com. For press enquiries, please contact Stephen Chong at +603-2163-3715 or ckchong@idc.com.