40 proc. więcej monitorów na rynku
Wynik w 2018 r. będzie wyższy niż w prognozie - według analityków.

W I kw. 2018 r. dostawy markowych monitorów LCD na światowy rynek były nieznacznie wyższe niż rok wcześniej – o 0,3 proc. Popyt spadł w styczniu i lutym br., ale w marcu producenci wprowadzili do sprzedaży aż o 40,9 proc. urządzeń więcej niż rok wcześniej – twierdzi WitsView, dział TrendForce.
W oparciu o wynik w minionym kwartale analitycy przewidują, że w 2018 r. sprzedaż wyraźnie przekroczy poprzednią prognozę, która zakładała spadek o 2,5 proc. wobec 2017 r. Według nowej prognozy dołek wyniesie tylko 0,4 proc., a możliwe jest nawet wyjście na plus.
Jak zauważa analityk, na większą sprzedaż w br. wpłynęły zmiany cen. W I kw. 2017 r. producenci markowych monitorów byli mniej zmotywowani do zwiększenie dostaw monitorów, ze względu na wysokie stawki za panele o niewielkich rozmiarach. Natomiast ceny paneli do monitorów LCD okazały się niższe na początku 2018 r., a w marcu jeszcze spadły, co poprawiło rentowność producentów monitorów i skłoniło ich zwiększenia dostaw sprzętu.
Oprócz cen, do wzrostu przyczynił się rosnący popyt na zakrzywione monitory dla graczy. Ten fenomen jest tłumaczony korzystnym stosunkiem wydajności do ceny oraz popularnością gier wideo. Już prawie 40 proc. wszystkich monitorów gamingowych sprzedanych w 2017 r. miała zakrzywiony ekran, a liczba ta ma wzrosnąć do 60 proc. w 2018 r. Sprzedaż takich urządzeń powinna zwiększyć się z ok. 4 mln do 5 mln szt.
Dostawy monitorów na światowy rynek
Okres | Wzrost rok do roku |
I kw. 2014 r. | -10,20% |
I kw. 2015 r. | -7,80% |
I kw. 2016 r. | -1,40% |
I kw. 2017 r. | -2,50% |
I kw. 2018 r. | 0,30% |
Źródło: WitsView, TrendForce
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