The euro finished where it started against the GBP in December. Starting at 0.8513 on Dec 1 and rising to 0.9542 on Dec 2, the euro the fell hard, hitting 0.8411 by Dec 9 and bottoming out at 0.8328 on Dec 13. A steady rise then followed, peaking at a high of 0.9560 on Dec 24, before dropping back down to end the month at 0.8505.
British Pound (GBP) per 1 Euro (EUR)
It was a different story against the USD, where the euro started at 1.1016 and steadily rose to 1.1154 by Dec 13, falling to 1.1072 by Dec 21 before a steady climb that saw it end the month up against the USD at 1.1215.
US Dollar (USD) per 1 Euro (EUR)
Euro (EUR) per 1 British Pound (GBP)
US Dollar (USD) per 1 British Pound (GBP)
The eurozone economy fell to its worst quarter since 2013 with PMI stagnating at 50.6 points in both November and December. The Financial Times said that economic growth will continue to slow in 2020 at just 1.1%, down from 1.2% growth in 2019, 1.8% in 2018, and 2.4% in 2017.
Phones and Tablets
Samsung dominated the 5G smartphone market in Q2 and Q3 according to IHS, with 1.5m units shipped and 83% market share in Q2, and 3.2m units and 74% market share in Q3. LG came in second with just 0.3m units and 15% market share in Q2 and 0.4m units and 10% in Q3. Meanwhile, IDC noted global smartphone production volumes grew 7.6% QoQ in Q3 to
In tablet news, IDC said the EMEA tablet market fell 8.2% YoY to 10.9m units shipped in Q3, with Western Europe alone dropping 6% YoY. By vendor, Apple topped the market with +3.4% YoY to 2.42m units and 22.2% market share, ahead of Samsung (-18.6% to 2.05m and 18.8%), Lenovo (+5.1% to 1.2m and 11%), Huawei (-18.9% to 0.98m and 9%) and Amazon (+8.4% to 0.88 and 8.1%).
Looking ahead, IDC forecast both Q4 and 2019 to drop 10.2% YoY, while by operating system, Android will continue to dominate from 2019 through to 2023.
Global gaming desktop and notebook PCs grew 10.1% YoY in Q3 to 10m units, IDC said. Looking ahead, gaming desktop shipments will drop from 16m shipments in 2019 to 15.9m units in 2023, representing a negative 0.2% CAGR, while gaming notebooks will enjoy a 7.4% CAGR to reach 26.4m units by 2023, up from 19.9m in 2019.
Meanwhile in EMEA, gaming desktop PCs and notebooks grew 2% YoY to 2.2m units in Q3 and will grow to 4.1% YoY in Q4, taking 2019 up 0.3% YoY to 8.4m units, IDC reported. Western Europe alone enjoyed 0.4% YoY growth in Q3.
Premium Ultramobiles & Wearables
According to IDC, global wearable shipments grew 94.6% YoY in Q3 to 84.5m units. By vendor, Apple dominated the market with 195.5% YoY growth to 29.5m units shipped and 35% market share, ahead of Xiaomi, Samsung, Huawei and Fitbit.
By category, hearing devices beat both wristbands and smartwatches on the back of 242.4% YoY growth to 40.7m units.
In another report, IDC
predicted that wearable shipments will enjoy 71.4% YoY growth to 305.2m units in 2019, up from 178m units in 2018, and will reach 489.1m units in 2023, representing a 22.4% CAGR. By category, earwear shipments will grow from 139.4m in 2019 to 273.7m in 2023, representing a 41.3% CAGR, while smartwatch shipments will grow from 69.3m in 2019 to 109.2m in 2023 (a 16.4% CAGR). Wristband shipments will grow from 68.2m in 2019 to 69.7m in 2023, which is a 6.7% CAGR.
Processors, MEMs, Semiconductors
Intel’s chip shortages have continued to threaten its position in the market and are also affecting IT departments’ ability to upgrade legacy equipment. The company has faced supply issues relating to its 14nm and 10nm processors since September 2018, and in November wrote to its customers apologizing for the shortage. The company has invested heavily in 14nm wafer capacity but has been unable to absorb a sharp increase in demand, it admitted.
Computer Weekly has learned that PC makers including Dell and HP are finding it difficult to source enough Intel processors to satisfy the needs of companies upgrading from Windows 7.
With the chip shortage expected to linger into 2020, Intel has resorted to resurrecting discontinued silicon. It will revive its Haswell Pentium G3420, a four-year-old chip built on the 22nm process. Meanwhile, AMD is taking full advantage of the situation as it prepares to ship 7nm processors.
Global semiconductor revenue dropped 0.3% on the month and 10.8% YoY in November to $36.7bn, the SIA reported. IHS said Q3 semiconductor revenue fell 14.7% YoY to $111.3bn.
Digitimes has forecast NAND flash prices to rise 40% in 2020, while TrendForce said graphics DRAM demand will see 5% QoQ growth in Q1 2020 and over 15% YoY for the year.
According to IDC, spending on global enterprise external OEM storage systems grew 1.3% YoY to $6.6bn in Q3 with storage capacity shipments also up 6.8% YoY to 173 exabytes.
By vendor, Dell topped the market with -0.9% YoY to $2.07bn and 31.5% market share, ahead of NetApp, HP, Huawei, and IBM.
Global LCD TV panel shipments are expected to decline 7% YoY to 265m in 2020, following a 1.8% drop from 289 units in 2018 to 284m units in 2019, IHS reported.
The value of the global hard copy market grew 1.1% YoY to $11.6bn in Q3 despite shipments down 3.9% YoY to 24m units, IDC said. HP led the market with 9.48m units shipped, down 8.3% YoY and 39.5% market share, ahead of Canon, Epson, Brother and Kyocera.
New Products started at 400 and dropped to 45 on Dec 2, recovered, fell to 36 on Dec 4, hit a high of 1,455 by Dec 13-15 and fell to 0 by Dec 26-29 before ending the month down at 13.
HP once again topped both price increase and price reduction by manufacturer lists.
Total price increase started at 16,686 and rose to 23,244 on Dec 2, dropped to a low of 1,776 on Dec 6-8, jumped to 32,670 on Dec 9, fell, recovered, hit a high of 38,539 by Dec 23, before falling to end the month down at 5,818.
Price decreases started at 15,023, jumping to a high of 44,289 on Dec 2, dropping to 6,633 by Dec 12, recovering, hitting a low of 821 by Dec 27-29 and ending the month up at 22,132.
Stock up started at 3,683 and after holding steady, jumped to a monthly high of 12,954 on Dec 9. After falling and then holding steady, stock up dropped to a low of 63 by Dec 27-29 before ending the month down at 1,641.
Stock down jumped from 11,567 to a high of 19,084 on Dec 2, dropping to 9,849 by Dec 6-8, recovered, held steady and dropped to 774 by Dec 26 before ending the month at 6,571.
New Products December 2019
Prices and Stock Movements December 2019