November 2017

It was generally positive for the IT channel in October. Traditional PC shipments fell slightly and the euro ended down against both currencies, but the PC gaming market drove driving sales of computers and monitors. Smart clothing sales were on the rise, semiconductor revenue reached new quarterly heights, and new players in the industrial 3D printer market helped drive growth.
 

 

Executive Summary

  • iPad posts positive shipments
  • SSDs on the up as HDDs fall
  • Gaming monitors post 350% growth

35,414

The largest number of price increases happened on October 16, with 35,414 rises in a single day.

Jump to Monthly Stats

It was generally positive for the IT channel in October. Traditional PC shipments fell slightly and the euro ended down against both currencies, but the PC gaming market drove driving sales of computers and monitors. Smart clothing sales were on the rise, semiconductor revenue reached new quarterly heights, and new players in the industrial 3D printer market helped drive growth.

 

Exchange Rate

The euro started strongly against the GBP in October, rising continuously from 0.8815 on Oct 1 to 0.8976 by Oct 8. A slow decrease to 0.8886 by Oct 16 was followed by another rise, reaching 0.8970 on Oct 19. From there it was all downhill, eventually ending the month slightly down from where it started at 0.8974.

British Pound (GBP) per 1 Euro (EUR)

Against the USD, the euro initially fell, dropping from 1.1812 to 1.1712 by Oct 6, before rising to the monthly high of 1.1852 on Oct 12. From there however, it was then all negative, dropping to 1.1784 by Oct 25, diving to 1.1613 on Oct 27 and ending the month at 1.1641.

US Dollar (USD) per 1 Euro (EUR)

Euro (EUR) per 1 British Pound (GBP)

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

According to The Guardian, the eurozone posted another quarterly growth and was at its fastest since 2011 at 2.5% YoY, outpacing the UK’s 1.5%. The BBC echoed this, further noting the Q3 economy was up 0.6%, and September unemployment down to 8.9%, the lowest in nine years. Inflation did slow in October, however, with Economic Times also seeing consumer price growth easing to 1.4% YoY, down 0.1% on two months prior.

Price Changes and News Through October, 2017

 

Phones and Tablets

Huawei maintained its top position in the Chinese smartphone market, XDADevelopers reported. Huawei’s Q3 shipments grew 23% YoY to 22m units, claiming 19% of the market, while Oppo (18%) dropped to 21m and ViVo in third (17%) with 20m units.

In the wake of changing CEOs, MobileLive said Samsung announced its global mobile communications business revenue grew 23% YoY in Q3, with smartphone shipments reaching 97m smartphone and tablets 6m units for the quarter.

Apple’s iPad posted 15% YoY global growth to 11.4m units in Q3, further enjoying a 2% YoY growth in revenue, MarketRealist reported.

Traditional PCs

According to Gartner, global PC shipments fell 3.6% YoY in Q3 to 67m units. Buoyed by a 4.4% YoY growth, HP topped the list by 0.4% with 14.59m units and 21.8% market share. Lenovo, Dell, ASUS and Apple rounded out the top five, all posting negative YoY.

IDC on the other hand said global PC shipments reached 67.18m units in Q3, down just 0.5% YoY. HP, Lenovo and Dell, placed in the same order, while IDC had Apple above Asus, with all but Asus posting positive YoY growth.

Looking ahead, Gartner predicted global device shipments combining PCs, tablets and smartphones will achieve 2% YoY growth in 2018 to 2.35bn units, with mobile alone to grow 2.4% as PC drops 4.4%. In numbers, traditional PCs are predicted to drop from 220m units in 2016 to 214m in 2017, 195m in 2018 and 188m in 2019. Ultramobiles will grow from 50m in 2016 to 81m by 2019.

In other news, Context said Europe’s PC gaming market enjoyed a 22.7% YoY growth in revenue in Q2. Gaming monitors were up 76.8%, VR-ready computer sales up 121% and distributor average selling prices up 27% YoY. By country, the UK posted the lowest of all countries with just +0.5%.

Premium Ultramobiles/Wearables

ABI Research has predicted global smart clothing shipments to reach 31m units by 2022, up 45% from just below the 5m units in 2017. Enterprise applications focused on worker safety and monitoring are expected to drive the market, along with advances in technology where sensors no longer need to be removed before washing.

Processors, MEMs, Semiconductors

The Semiconductor Industry Association said global semiconductor sales reached $107.9bn in Q3, up 10.2% on the quarter to reach its highest ever quarterly record. September alone posted growth of 22.2% YoY and 2.8% on the month to $36bn. In Europe, September’s results were +19% YoY and +1.8% on August.

Gartner has forecast global semiconductor revenue to reach $411bn for 2017, up 19.7% YoY and the strongest growth period for the market since 2010. Further, 2018 will grow another 4% to $427.4bn, before falling 1% in 2019.

Memory

TrendForce has predicted mobile DRAM prices will grow another 10-15% in Q4. In 2018, the low-to-mid-range smartphone market is expected to be the memory market driver.

In other news, TrendForce said average DRAM prices have increased 130% since Q2 2016, noting limited increase in production capacity as a major reason. The report suggests now the big three (Samsung, SK Hynix and Micron) are flushed with cash, through investing in increased production capacity, will end the tight DRAM supply sooner and interestingly, increase competitiveness.

Storage

Seagate has launched a new AI-enabled HDD for video surveillance, Computer Dealer News reported. Labeled SkyHawk, HDDs will come in 8TB and 10TB sizes, with the solution ideal for analysing and recording footage from multiple HD cameras.

Displays

Global gaming monitor shipments grew 350% YoY in 1H to 1.1m units and are forecast to reach a total of 1.6m units for 2017, IHS reported. Asus led with 17.4% of all shipments, followed by Acer (12.4%) and HKC (9.9%).

In another report, IHS said global notebook PC display shipments will grow 5% YoY to 176.89m units for 2017, but will fall back to 168.6m for 2018. Meanwhile, TrendForce found branded LCD monitor shipments grew 8% in Q3 on Q2, following a subdued 1H.

Printers

2H is set to be a return to the positive for the global industrial 3D printer market. Stratasys, EOS, GE Additive, 3D Systems and HP are the top five vendors. According to the Context report, HP is new player to the market, while EOS and GE Additive are set to post positive YoY numbers.

 

Monthly Stats

New products started at 20, jumped to 2,570 on Oct 2, fell to 58 on Oct 3, recovered to 269 by Oct 6-8, fell to 7 on Oct 10 and slowly rose to a high of 3,191 on Oct 16 before falling to 3 by Oct 19. Another spike, and fall, saw products end the month at 62.

Zebra Technologies one again topped both price increase and price reduction by manufacturer.

Jumping from 12,770 to 35619 on Oct 2, total price increases per day fell to 9,359 on Oct 5, jumped to 23,975 on Oct 6-8 and hit a high of 45,595 on Oct 9, only to fall to a low of 2,556 by Oct 17. Price increases ended the month down at 11,488.

Price decreases per day started at 16,215, rose to 17,274 on Oct 2 and then fell to a low of 3,,484 by Oct 5. A quick recovery to 9994 on Oct 6-8 was followed by a rise and a fall, before hitting a high of 35,414 on Oct 16. Gradually falling to 16,667 on Oct 30, price decreases ended the month up, jumping to 32,370 on Oct 31.

Stock up started and finished at a similar point this month. Oct highlights including starting at 4,389, falling from 7,539 on Oct 6-8 to 1,904 on Oct 9, jumping to a high of 8,380 on Oct 27-29 and then falling back to 4,,227 on Oct 31.

Stock down started at 1,947, jumped to 16,085 on Oct 2, fell, hit a high of 18,220 on Oct 6-8, dropped to its low point of 8,233 on Oct 10, and then sat relatively steady for the rest of the month, with minor movements including dropping to 12,913 on Oct 31.

New Products October 2017

Prices and Stock Movements October 2017