關(guān)鍵字:IDC 平板電腦 Windows 8平板
“市場(chǎng)對平板電腦的需求依然強勁,而且,我們發(fā)現有越來(lái)越多的需求是來(lái)自于商務(wù)領(lǐng)域。” IDC移動(dòng)互聯(lián)終端資深分析師Tom Mainelli表示,“我們預計,到今年底前,主流廠(chǎng)商發(fā)布新品,價(jià)格日趨便宜,以及微軟針對Windows 8發(fā)起的營(yíng)銷(xiāo)大戰等將吸引更多的消費者添置平板電腦。”
IDC本次調整平板電腦市場(chǎng)數據,在上調了2012年出貨量總數之余,還調高了iOS平臺的市占率,并調低了Android的數值。iOS平臺將從2011年的58.2%擴張到62.5%,而Android則從2011年的38.7%下滑至36.5%。同時(shí),IDC預計,排在第三位的黑莓的市場(chǎng)份額將從1.7%下滑至1.0%。
“在3月強勢推出新一代產(chǎn)品后,蘋(píng)果iPad沒(méi)有任何放慢腳步的跡象。” Mainelli補充,“第三代產(chǎn)品新增的視網(wǎng)膜顯示技術(shù)及4G功能誘使現有的用戶(hù)爭相升級到新產(chǎn)品。而蘋(píng)果調低iPad 2售價(jià)(入門(mén)級產(chǎn)品的價(jià)格低至399美元)的決定在市場(chǎng)上引起了熱烈反響。如果蘋(píng)果真如傳言所說(shuō),于今年晚些時(shí)候推出低于300美元的7英寸產(chǎn)品,可以預計,蘋(píng)果在市場(chǎng)上的霸主地位將更不可動(dòng)搖。”
Source: IDC
IDC目前的平板電腦市場(chǎng)追蹤報告里沒(méi)有包括Windows 8或Windows RT系統的(IDC把這些歸于PC市場(chǎng)追蹤預測報告里)。不過(guò),從下一個(gè)季度開(kāi)始,IDC的平板電腦市場(chǎng)追蹤報告將調整分類(lèi),以涵蓋各種OS和處理器平臺的平板電腦。IDC希望通過(guò)這樣的調整,涵蓋基于Windows的平板電腦,這樣也便于客戶(hù)整體了解平板電腦產(chǎn)業(yè)。
對于Windows平臺的殺入,Mainelli 表示:“基于早前對此類(lèi)產(chǎn)品的定價(jià)預期,目前我們仍然認為,Windows平臺將極大地擴展目前的平板市場(chǎng)。Windows平板并不是在搶蘋(píng)果和Android的飯碗,我們認為,微軟的加入將做大平板電腦這塊大餅。”
需要注意的是,調高平板電腦市場(chǎng)預測的同時(shí),IDC調降了2012年電子書(shū)市場(chǎng)預測。因為第一季表現低迷,且很顯然低價(jià)平板電腦搶食極大一塊市場(chǎng),IDC調整2012電子書(shū)出貨量預測為保持平穩,從2011年的2820萬(wàn)臺略降為2800萬(wàn)臺。
IDC Increases Media Tablet Forecast, Expects New Products and Price Points to Drive Strong Shipment Growth Through 2016
FRAMINGHAM, Mass., June 14, 2012 – Expectations of strong demand for media tablets in the second half of 2012 has led International Data Corporation (IDC) to increase its forecast for the worldwide market to 107.4 million units for the year, up from its previous forecast of 106.1 million units. In the latest forecast update of the Worldwide Quarterly Media Tablet and eReader Tracker, IDC also revised upward its 2013 forecast number from 137.4 million units to 142.8 million units. And by 2016 worldwide shipments should reach 222.1 million units.
"Demand for media tablets remains robust, and we see an increasing interest in the category from the commercial side," said Tom Mainelli, research director, Mobile Connected Devices at IDC. "We expect pending new products from major players, increasingly affordable mainstream devices, and a huge marketing blitz from Microsoft around Windows 8 to drive increased consumer interest in the category through the end of the year."
In addition to increasing the unit totals for 2012, IDC also updated its forecast to shift a larger percentage of future units toward iOS and away from Android. IDC now expects iOS to grow its share of the market in 2012 to 62.5%, up from 58.2% in 2011. Meanwhile Android's share will slip from 38.7% in 2011 to 36.5% in 2012. IDC expects third-place Blackberry to slip from 1.7% to 1%.
"After a very strong launch of new products in March, Apple's iPad shows few signs of slowing down," Mainelli added. "The addition of the Retina Display and 4G capabilities to the third-generation products clearly enticed many current owners to upgrade. And Apple's decision to keep two iPad 2s in the market at lower prices—moving the entry-level price down to $399—seems to be paying off as well. If Apple launches a sub-$300, 7-inch product into the market later this year as rumored, we expect the company’s grip on this market to become even stronger."
Chart: Worldwide Media Tablet Shipments Split by OSHistorical and Forecast* 2010 - 2016 (Units in Millions)Description: Tags: Author: IDCcharts powered by iCharts
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IDC is not currently forecasting Windows 8 or Windows RT tablets in its Media Tablet Tracker (they appear in the PC Tracker forecast). However, beginning next quarter, IDC will institute several taxonomy changes that will bring all tablet slates, regardless of OS or processor type, into the Media Tablet Tracker.
"We’re looking forward to rolling the Windows-based tablets into our tablet forecast in order to give customers a complete view of tablet slates all in one place," Mainelli commented. "Our current thinking, based upon early pricing expectations for these products, is that Windows-based tablets will be largely additive to our existing media tablet market forecast. We don't expect Windows-based tablets to necessarily take share from Apple and Android, but will grow the overall tablet market."
While IDC increased its forecast for media tablets in 2012, the firm significantly lowered its forecast for eReaders in 2012. After a disappointing first quarter, and strong indications that low-priced tablets are significantly impacting demand, IDC now expects 2012 shipments to be stable at around 28 million units, down slightly from the 28.2 million units that shipped in 2011.