Omdia: Demand for panels for tablet PCs is expected to fall to 2020 levels this year

Omdia released a report saying that due to the decline in computer market demand and increased inventory pressure, notebook computer manufacturer customers began to reduce panel orders from 1Q22 (the first quarter of 2022).

According to the report, even though panel demand for tablet PCs is still up 2% quarter-on-quarter (QoQ) compared to 4Q21 (Q4 2021), its quarterly shipments of 60.8 million are still higher than the historical average for 2020-2021 10 million lower, which represents weaker demand starting in 2022.

Omdia said that quarterly shipments of tablets from 2Q22 (Q2 2022) to 4Q22 (Q4 2022) are expected to only reach 58 million to 60 million units. As a result, the 2022 panel shipment forecast for tablet PCs has been revised down to 240 million units, representing a 14% year-over-year (YoY) decline compared to 2021. After three consecutive years of growth in 2019, shipments in 2022 are expected to return to 2020 levels.

According to the 2022 new model plans of major tablet brands, most plan to launch LTPS panel tablet products of 11 inches and above, especially the 11, 11.45, and 12.4 inches.

According to reports, due to the decline in demand in the low-end and mid-end markets, major tablet brands are trying to develop the high-end market in 2022. Therefore, the size of 11 inches and above, the use of OLED / LTPS technology, the resolution of 2.5K, and equipped with the stylus function, will be the main features of the new 2H22 tablet products. But most brands are also worried that if the macroeconomic downturn continues, high-end tablet sales will not be satisfactory this year.

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