• Technology Products Alert - January 2016

 

Executive Summary

 

24,589

The largest number of price increases happened on December 9, with 24,589 rises in a single day.

Jump to Monthly Stats
  • Smartphones fall to first annual single-digit shipment growth
  • A glimmer of hope for notebooks after a difficult 2015
  • Personal 3D printers on the rise

The conclusion of 2015 proved a fascinating time for this channel with numerous thought-provoking developments. The euro increased strongly against the pound and the dollar in December, driven by reduced energy prices along with the European central bank’s stimulation of European manufacturing.

Smartphone shipments continued to develop, but numbers had been dampened by industry focus and transforming economies. Tablet deliveries fell and server DRAM costs continued to fall.

On an optimistic note, 3D printer shipments were up semiconductors are considering potential growth, along with SSDs and 3D-NAND flash are gaining significant market share. Super-large TVs are on the go while smartwatches, as well as fitness trackers, are both growing and co-existing within an expanding market.

 

Exchange Rate

 

The euro relished a dramatic rise in contrast to GBP in December, seeing only a minute dip in the 2nd week of an otherwise strong month. It started at 0. 7026 and rose sharply to 0. 7211 on 4th December It saw a small dip to 0. 7190 on 7th December rose to 0. 7256 on 9th December, accompanied by another dip to 0. 7214 on 12th December. The rest of the month saw a number of increases, climbing to 0. 7354 on 22nd December where it settled, prior to finishing the month out at 0. 7367.

British Pound (GBP) per 1 Euro (EUR)

Exchange Rate Graph EUR vs GBP for December 2015

The trend was similar against the dollar, although with more of dramatic rises as well as falls mid-month. Rapidly rising on the initial 1. 059 to 1.0903 on 4th December, the euro then experienced several sharp movements, dipping to 1.847 by 7th December, rising to 1.0978 on 10th December and after some more peaks and troughs reaching 1. 0986 on 15th December. Followed by a dramatic fall to 1. 0837 on 18th December. The remaining month was a slow constant increase, to 1.0972 on 28th December just before finally resting at 1. 0906 on 31st December.

US Dollar (USD) per 1 Euro (EUR)

Exchange Rate Graph EUR vs USD for December 2015

What was the explanation for the euro’s strengthening movements this month? Oil prices struck an 11-year low and commodities were being weaker. This impacts commodity-linked currencies, which consequently suffer up against the euro. Surprisingly, the election of a new Spanish Government without a clear mandate didn’t dimple the single foreign currency, and neither would European stocks encountering their worst December since 2002.

Euro (EUR) per 1 British Pound (GBP)

Exchange Rate Graph GBP vs EUR for December 2015

US Dollar (USD) per 1 British Pound (GBP)

Exchange Rate Graph GBP vs USD for December 2015  

Price Changes

 

Price Changes and News through December, 2015

Phones and Tablets

Yearly smartphone deliveries dropped on their ever single-digit development throughout 2015, closing the season with an increase of 9. 8% to 1. 43bn models. IDC credited dampening connected with worldwide smartphone development to a slowdown within the Far East current market, which often ended up driving product sales.

IHS claimed plus-sized smartphones (5-inch or larger) exceeded smaller mobile phones with for the first time in Q3, experiencing 21% improvement in deliveries to 247m, although smaller sized devices dropped 5% to 156m.

Demand for tablets carried on a downwards spiral because of restricted device performance. Trendforce discovered smaller sized tablets limited to the web in addition to entertainment tend to be progressively becoming exchanged by smartphones as well as forecasts 2016 to tumble another 6. 1% YoY to 153. 4m units.

ABI claimed Q3 branded tablet shipments of 30. 6m decreased 2.7% upon Q2 in addition to 19.7% YoY. Apple guided the way, in spite of losing 8% market share annually, accompanied by Samsung, Lenovo, Huawei as well as ASUS. Lenovo created the largest market share gains, increasing 10%+ for the first time. ABI also anticipates an increase to 40m branded tablet shipments for Q4.

Notebooks and PCs

Globally PC shipments dropped 10% in Q4, adding to an overall 10.3% YoY decline in 2015. IDC said that the short-term decline may soon stabilise and finally return to growth predicting the commercial adoption of Windows 10 will generate PC replacements.

Trendforce also predicted a small recovery of notebook shipments in 2016. Following 2015’s 6. 4% YoY fall to 164. 4m units, with new branded vendors including Xiaomi along with Huawei entering the market, annual shipments are predicted to increase to 165m. ABI claimed a dramatic 14% fall in annual notebook PC shipments to 163m in 2015.

An additional recent Trendforce investigation into market share by display identified HD notebooks (1366x768 pixels) took centre stage in 2015 with more than 80% market share while FHD (1920x1080 pixels) presented just 18-19%.

Premium Ultramobiles and Wearables

The global wearables industry soared in Q3 as Fitbit, Apple, Xiaomi, Garmin and XTC (BBK) made up the highest five vendor wearables with shipment volumes along with market share. According to IDC, 21m units were shipped throughout Q3, up 197. 6% on the 7. 1m units shipped in Q3 2014.

The initial state of this market is actually showing clear development without cannibalisation, effectively proving the smart watch group is yet to dampen in curiosity in fitness trackers.

Processors, MEMs, Semiconductors

Based on the Semiconductor Industry Association, worldwide semiconductor sales increased in Oct to $29bn. It predicted that the market would make a comeback from the mere 0. 2% market growth in 2015, striking 1.4% within 2016 and 3.1% within 2017. The SIA could be the voice of the semiconductor industry, although, and independent expert firm TrendForce is less optimistic. It estimates global semiconductor sales will sink almost 1% in 2016 to $329bn.

The fabless IC industry had a difficult year with slowdown, in the market resulting in worldwide revenue falling 8. 5% YoY to US$80. 52bn. The season ahead is looking even tougher regarding chip makers. As outlined by TrendForce, the competitive smartphone market, as well as projected fall to a worldwide 7. 3% global shipment growth in 2016 in addition to vendor's pursuit associated with in-house processors, will certainly all add strain to chip maker’s shipments.

Memory

Demand for SSD along with average memory thickness of end devices will bring about a 44% YoY development of bit demand inside the global NAND flash market in 2016. Based on DRAMeXchange (TrendForce), NAND flash suppliers’ price reduction efforts along with 3D-NAND flash advancements will stimulate demand and result in a 50% spike YoY.

Market supply will also massively exceed demand in 2016, causing dramatic price drops and worldwide revenue of NAND Flash industry to develop 0. 2% YoY to US$26. 6bn.

Despite accounting for only 11% of the market in Q4, vendors will increase developments of 3D-NAND flash to contend with Samsung in what's expected to achieve 30% market share through the end of 2016.

Worldwide demand for big data centres assisted in stabilising the significant price drops experienced by server DRAM throughout Q3, TrendForce stated. In November, 16GB DDR3 R-DIMM slipped just 6% along with 16GB DDR4 R-DIMM slipped nearly 5% whilst 32GB DDR4 R-DIMM agreement costs were down 9%.

Storage

Plummeting SSD prices were brought on by 3D-NAND flash development along with the impact of TLC technology, DRAMeXchange reported.

With PC-OEMs now more willing to buy and style products that have SSDs, 27% of the 2015 notebook market were SSD equipped. The density of regarding both Client-SSD as well as smartphone eMMC products will also be expected to improve 30% YoY in 2016 while 128GB SSDs are anticipated to cost less than 500GB HDDs as well as prices of 256GB to complement 1TB HDDs.

Surging demands regarding data centre services will also maintain enterprise SSD current market growth, which is estimated to soar 35% YoY in 2016.

Meanwhile, the EMEA external storage system market dropped to $1. 57b in Q3, down 9. 8% YoY. Claimed by IDC, the standard HDD segment additionally fell for another quarter, down 27% in user value, as the flash market registered huge growth, along with all-flash systems increasing 75. 4% annually and hybrid flash arrays growing 7% YoY.

Displays

WitsView (TrendForce) claimed China manufacturers overtook Taiwanese competition in large LCD panel shipments in November. Despite total global shipments down 0. 8% compared to the prior month, looking up at up 2. 2% YoY to 22. 74m.

In addition, China’s largest LCD panel maker BOE has started creating a Gen-10. 5 LCD panel fabrication plant. Once finished, it will create super-large 65-75 “panels and claim a substantial share of the marketplace, which grew swiftly from 1. 5m shipments in 2014 to 6. 8m in 2015.

Printers

Q3 company inkjet shipments increased 16. 3% YoY to 2. 2m, regardless of global hardcopy peripheral shipments falling 6. 3% YoY to 25. 8m products on revenues lower 5. 7% to $13. 8bn. IDC stated that HP preserved its market prominence with nearly 10m items shipped at 38.7% market share, followed by Canon, Epson, Brother along with Samsung.

Context Research claimed an increase of over 35% YoY throughout Q1-Q3 global three-dimensional printer shipments, led with a 38% YoY increase in personal along with desktop 3D printers. 95% of this 173, 962 units shipped were in this particular segment, with the majority priced below $5, 000. Shipments of industrial along with professional 3D printers fell 3% YoY to 8, 706 units. Taiwan’s XYZprinting led the marketplace with 17% worldwide share.

IDC additionally reported a 4% decrease in large structure printer shipments within Q3 YoY, noting that Q3 is usually the slowest quarter and Q4 the best, thanks to a forceful end-of-year supplier promotions.

Global shipments of latex printers also declined in Q3, yet continued to be up 5% YoY. Another IDC investigation found Q3 shipments from the worldwide production print market grew 9. 9% to 10, 500 products (printers and MFPs) as well as shipment value elevated 9% to over $1. 2bn.

Network Products

Based on Gartner, Q3 worldwide server revenue increased 7. 5% YoY to $13. 5bn on a 9. 2% YoY improvement in shipments to 2. 76m. HEWLETT PACKARD, Dell, IBM, Lenovo and Cisco held the highest five for income and market share, with all, however, IBM experiencing increase, falling 42. 8% because of the sale of its x85 server business to Lenovo.

 

Monthly Stats

 

New services enjoyed a month of steady climbs following the initial stumble on 1st December falling to 35, the following two weeks of stable rises peaked from 597 on 12th – 15th December before another number of falls, eventually resting at 276 on 20th December before a sudden rise to 593 on 22nd December.

For two continuous months, Microsoft dominated the entire new parts along with Cisco saw the biggest number of cost increases. Cisco also saw the largest price reductions. Both total price peaks and troughs each day segments experienced a number of dramatic rises as well as falls, with price increases reaching a peak of 24,589 on 9th December along with low of two, 540 on 11th -13th December, before stopping at 22,148 on 22nd December. Decreases rose to twenty-one, 809 on 14th December and hit a low of 2,545 on 22nd December.

Stock movement was certainly not flat. Stock decreases soared to fifty-two, 285 before falling to 5,745 whilst stock increases went up dramatically from 1,940 to 40, 158, reducing to 3, 822 and support to 38, 287. Prices down, prices up along with prices compared also wavered considerably through the month, with every rising more than 20,000 as well as dropping below 1,000.

New Products December 2015

New Products Graph for December 2015

Prices and Stock Movements December 2015

Prices and Stock Movements Graph for December 2015

 

 



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