Education Tablet PC sales Very good

Published：2020-12-16 17:04:21   Hits：1002

"We really didn't expect that sales were so good under the epidemic!"-This is an interactive flat panel manufacturer's emotion on the market trend of interactive LCD flat panel products since the third quarter. In fact, even with the incremental demand for "smart telecommuting" and "distance education" in the first half of the year, the industry has long had doubts about the "positive growth" of interactive tablets throughout the year. It wasn't until the summer market orders were gradually delivered in the third quarter that the industry was finally assured of the positive growth "under the epidemic" throughout the year. In the third quarter, the interactive tablet dual-line market miracle According to data from RUNTO, the education interactive tablet market shipped 556,000 units in the third quarter of 2020, a year-on-year increase of 7.9%. Previously, the education interactive tablet market shrank by as much as 46.4% in the first quarter; the results in the second quarter will only be flat. The growth in the third quarter, especially the increase of 45,000 units, is basically half of the 88,000 units that were reduced in the first half of the year. If there is no major decline in the results in the fourth quarter, this will make the full-year results of educational interactive tablets "good ", will not drop significantly. For the whole year of 2019, the shipment of educational interactive tablets was 1.226 million units, a decrease of 7% compared to the same period in 2018-mainly due to the education procurement cycle and policies! "Almost 8 quarters from 2018 to 2019 were flat or negative growth, and there was no significant positive growth. Therefore, it can be said that "the third quarter of 2020 is a turnaround in the past 10 quarters." The performance evaluation of the interactive tablet is very high. Educational tablet sales in the first three quarters of 2020 On the one hand, this is due to the "evil compensation" for the "extraordinary" performance in the first half of the year, especially the first quarter; on the other hand, it is also related to the end of the industry's cyclical adjustment that began in 2018. In particular, it is closely related to the "market structural upgrade" of the popularization of 86-inch products and the price drop since the beginning of this year, and the accelerated decline of "projection whiteboards". Compared with educational interactive tablets, commercial interactive tablets performed better in the third quarter: According to data from Ovi Consulting, although the growth of the commercial tablet market slowed down in the third quarter, it still maintained a relatively high growth trend, with sales of approximately 111,000 in the third quarter. Taiwan, 23% month-on-month, an increase of 30% year-on-year. The analysis of this data believes that this will allow the growth rate of the commercial conference tablet market to remain at around 30% throughout 2020, and this segment is still in a high-growth range (in the first half of the year, the sales volume of conference tablets was about 153,000. An increase of 42% year-on-year). The sales growth of conference tablet products was mainly due to the decrease in costs. Especially in the first half of the year, the average product price fell by almost one third. Although the price of LCD panels increased sharply in the second half of the year, which affected the market growth rate and caused the 65-inch share to rise again, the overall price of the conference panel is still at the lowest price stage in history: this is the same as the conference panel itself is mainly large-size, And the unit price is not low, and it is more able to digest the impact of the price increase of a single panel component (the impact of the panel price increase on the average price of commercial tablets in the third quarter is within 5-8%). In particular, unlike the epidemic that has severely restricted the purchase of interactive tablets for education; in the context of increasing demand for “remote meetings”, the market for conference tablets has been activated and accelerated by the “epidemic”. Especially the procurement of medical institutions, there will be a substantial increase in 2020. 2020 will be the highest "absolute increment" in the history of conference tablets. Thanks to the desire for the interactive tablet education market to remain flat throughout the year and the continued popularity of the conference commercial market, it is "almost no suspense" to predict that interactive tablet products will maintain positive growth throughout 2020. This is undoubtedly good news for related companies. The "structural" upgrade trend of interactive tablets is obvious For the educational interactive tablet whose performance may be flat or slightly down throughout the year, the trend of "higher and bigger" since 2020 is very clear. According to data from RUNTO, in the third quarter of 2020, the market share of LCD blackboards (electronic blackboards) in teaching multimedia products rose to 20.4%, with 113,000 units shipped, an increase of 90.4% over the same period in 2019. The increase is more than twice the total increase of educational interactive tablets in the third quarter! LCD blackboard products have three high-end features: 1. Use one or more large-size LCD panels such as 86 inches, 2. Use one or more large-size capacitive touch screens such as silver nanowires, 3. Need for classroom and teaching Get used to radical transformations. These three points make LCD blackboards “absolutely” high-end in the educational multimedia market. Its almost doubling growth is enough to make the educational LCD market "substantially grow" in terms of the LCD panel consumption area throughout 2020. ——Actually, if the LCD blackboard is deducted, the sales of educational interactive tablets will drop sharply in 2020, and the decline rate will not be much lower than the 7% in 2019; especially the projection whiteboard will drop sharply, close to half. Of course, the continued development of the industry to the high-end is not a reason to deny the market significance of 65-inch interactive tablet products. In fact, education needs include kindergartens and small class training institutions, and meeting needs include small and medium-sized meeting rooms, which are more suitable for the 65-inch size line. Industry analysts believe that the future trend of the 65-inch market share will be "steady with some decline": that is, some customers will be high-end, turning to 86 inches; however, the small-inch market such as 55/58/60 will be further unified into 65 inches. Combined with the expansion of the preschool education and SME market, the total demand for 65 inches may have a certain amount of room for increase (but the market structure will continue to decline in the short term). The average size has moved up, the proportion of integrated decoration and design products has increased, and the proportion of capacitive touch controls has increased." Industry experts believe that this is a distinctive feature of the "increasingly higher-end" interactive tablet product market. This has also led to the decline in industry prices. The ability to control profits remains relatively stable. In summary, 2020 will be another bumper year for the interactive tablet industry. In particular, due to the dual effects of the epidemic factor and the cyclical trough of educational procurement, the market achieved positive industry growth throughout the year, which will inevitably bring more confidence in the long-term development of the industry. With the increasing application of multimedia information technology in education and commercial fields, as the most important intelligent terminal, the future of interactive display systems is promising.