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The largest number of price increases happened on the 25th Novemebr, with 45,898.Jump to Monthly Stats
November’s fortunes varied across the IT channel, with smartphone shipments up but sales down, PC shipments up, wearable sales soaring, semiconductor revenue growing but still down YoY, memory revenue returning to growth, and mixed results in the display market. The printer market also posted more losses..
It was all downhill for the euro against the GBP this month. Starting at 0.8616 and rising slightly to a high of 0.8635 on Nov 4, the euro then fell, hitting 0.8603 by Nov 6, 0.8546 by Nov 18, and after a slight recovery, falling to a low of 0.8511 on Nov 31.
It was the same against the USD, with the euro starting at 1.1159 and growing to 1.1164 on Nov 2 before falling hard, hitting 1.1015 by Nov 9, and 1.1007 by Nov 14. A quick rise to 1.1075 on Nov 19 was dashed as the euro fell once again to end the month down at 1.1016.
According to the Financial Times, the Eurozone economy grew 1% YoY in November, 0.1% higher than expected. Low unemployment also helped, with October dropping to an 11-year low at 7.5%. That said, The New York Times reported the new ECB president Christine Lagarde as saying economic growth was a big concern with the eurozone economy only growing 0.2% overall in Q3
Price Changes and News Through November 2019
Phones and Tablets
Global smartphone sales to consumers fell 0.4% YoY in Q3 to 387.4m units, Gartner reported. Samsung topped the list with 79.05m units and 20.4% of the market, ahead of Huawei, Apple, Xiaomi, and OPPO.
Global smartphone shipments on the other hand rose 0.8% YoY and 8.1% QoQ in Q3 to 358.3m units, IDC said. Samsung topped the market with +8.3% YoY to 78.2m units shipped and 21.8% market share, ahead of Huawei (+28.2% to 66.6m), Apple (-0.6% to 46.6m), Xiaomi (-3.3% to 32.7m) and OPPO (+4.1% to 31.2m).
In tablet news, IDC noted slate tablet shipments will decline 11% over the next five years, from 107m units in 2019 to 67.3m units by 2023, while Wccftech reported global tablet sales dropped 4% YoY to 38.2m units in Q3. Digitimes said Q3 global tablet shipments reached 44.32m, and expects the market to rise 4.5% YoY in Q4.
According to IDC, global personal computing device shipments will grow 0.5% YoY to 407.7m units for 2019. Looking further ahead, the company said the PC market will decline 2.6% YoY through 2023, where only 2-in-1 (+9.4%) and Ultraslim (+5.3%) devices will enjoy growth while desktop (-5%), notebook (-9.5%) and slate tablet (-11%) devices will all decline.
Premium Ultramobiles & Wearables
Global wearable sales will reach $41bn in 2019 and grow 27% YoY in 2020, FutureFive said, with the biggest contributors coming from smartwatches, up 34% YoY to $22.8bn and smart clothing, up 52% YoY to $1.74bn.
Meanwhile, Google bought Fitbit for $2.1bn this month to stake a significant claim in the wearable market.
Processors, MEMs, Semiconductors
Semiconductor sales grew 8.2% on the quarter but fell 14.6% YoY to $106.7bn in Q3, the SIA said
NAND flash revenue grew 10.2% on the quarter in Q3 to 11.88bn, TrendForce reported. Samsung topped the list with 5.9% QoQ growth to $3.98bn and 33.5% market share, ahead of KIOXIA, WDC, Micron and Intel.
According to the TrendForce report, Toshiba Memory was rebranded Kioxia on October 1, 2019.
Meanwhile, global DRAM revenue also rose in Q3, TrendForce reported, up 4.1% YoY to $15.44bn, with Samsung holding off SK Hynix, Micron, Nanya and Winbond as the top vendor.
According to IHS, revenue from the global sever external storage market dropped 4% YoY in Q2 on the back of a 10% decline in YoY shipments. Looking ahead, IHS predicted that data centre storage revenues will grow 9% YoY from $40bn in 2019 to $62bn in 2023.
Global TV shipments grew 16.8% on the quarter but fell 1.9% YoY in Q3 to 54.97m units, TrendForce said. Samsung topped the Q3 market with 6.8% YoY growth to 10.41m units, ahead of LG (+14.5% to 7.44m), TCL (-0.7% to 4.8m), Hisense (19.4% to 4.62), and Xiaomi (14.6% 2.75m). According to the report, Q4 shipments will grow 19% on the quarter to 65.42m units.
IHS noted global smartphone shipments with AMOLED displays grew from 93m units in Q2 to 146m in Q3.
Printer shipments to Western Europe fell 6.1% YoY in Q3 to 4.6m units but grew 5% YoY in market value to $2.1bn, IDC reported. In the UK, shipments dropped 13.1% YoY in Q3 where all printer segments but the A4 color multi-function printers declined.
New products started at 48, rose to 161 on Nov 4, dropped to a low of 4 on Nov 5, and rose to a high of 1,835 on Nov 6, before falling again, holding steady and after minor rises and falls, ending the month up at 400 on Nov 29 and 30.
HP once again topped both price increase and price reduction by manufacturer lists.
Total price increase started at 18,703 and rose to 27,996 on Nov 4, fell, recovered, rose to 40,866 on Nov 11 before dropping to a low of 5,108 by Nov 20, and hit a high of 45,898 on Nov 25 before falling to end the month down at 16,686.
Price decreases started at 8,876 and jumped to a high of 46,008 on Nov 4, dropping to 6,755 on Nov 7, rising to 32,181 on Nov 13 before falling to a low of 6,354 on Nov 22-24. They jumped to 25,714 on Nov 28 and ended the month at 15,023.