With the spread of the tablet PC will lower the demand for traditional hard disk drives and will change to the dynamics in the field of display: the market is ready?
As we have noted several times, and as confirmed in the recent edition of the 2011 CES in Las Vegas, the phenomenon Tablet PC is seen as the main vehicle to follow the path out of the crisis, in the direction of a market most virtuous and able to recover after the unhappy past two years.
The high enthusiasm around the Tablet systems could, however, going to trigger unforseen situations and difficult to manage in the components sector, especially in that of the display and hard disk. Regarding the latter, we had already discussed a few months ago, outlining a concern expressed by an analyst at Wedbush Securities and which is now further confirmed by another analyst firm, The Information Network.
The idea is that the tablet systems, making use of storage solutions in solid state (SSD), will cause theeffect on sales of traditional mechanical hard disk . The Information Network estimates, in particular, that more than 54 million tablets will be marketed globally in 2011, each of which will rely on a SSD. The market for hard drive, coming from a 2010 that has seen the sale of 17 million tablets, will run into an piutosto 2011 that could prove hard to swallow, especially because of the tendency that many consumers will follow to support your notebook to a tablet system, thus postponing any replacement operations.
On the display market, the situation is even more complex , with suppliers that are in the situation of having to face both deficiencies, and excess inventory. At this juncture iSuppli IHS is to trace the contours of the problem. The analyst firm estimates a volume of tablets in 2011 will reach 57.6 million units (slightly more than expected by The Information Network) system manufacturers tablet therefore generate a demand for displays that will be specific to weaken physiologically the demand for display format, mostly in netbooks and notebooks.
The tablet market is still unexplored, however, a domain, for which there is a history of its dynamics and, therefore, it is difficult to predict the actual sales volume. In a scenario of this type of display vendors will be forced to make a bet on its capacity, adapting to projected sales of its customers who may also be unrealistic. Tablet systems fielding panel formats, sizes and different specifications and for this reason you will easily find the suppliers in the situation of being unable to satisfy orders for the new panels and, in parallel, to manage the surplus of traditional panels, maybe with significant discounts or, at worst, with their dismantling.
According to iSuppli IHS is still a good thing: on the basis of these considerations, the 2011 should be able to represent a break point in the production of AMOLED (Active Matrix Organic LED) with significant investments in the use of new materials and adequate production processes. Samsung (currently the leading manufacturer of solutions AMOLED), LG and a few other companies would then be able to help with more conviction to push the spread of AMOLED panels in mobile devices
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