Market sales decreased 8.6% MoM
According to the latest data from the Analysys think tank, in the third quarter of this year, domestic sales of tablet computers reached 1.566 million units, a decrease of 8.6% from the previous quarter. Behind this reason is the continuous decline in the market share of Apple's iPad tablet PCs, which account for more than 70% of the market share in the domestic tablet PC market, so Apple's trend has affected the overall volatility. It is reported that in the third quarter of this year, Apple iPad tablet PC sales fell by 3.4%.
One noteworthy phenomenon is that, behind the prosperity of the market, it is the parallel products that are fueling the rise. According to Analysys think tank analysis, due to low prices, cracked demand and 3G version of the late, Apple iPad parallel version has always accounted for about 50% of the overall sales. As the port of Shenzhen and other ports in the third quarter increased their crackdown on smuggling, the market supply of parallel products was reduced in a straight line. The increase in market prices increased the proportion of holders of currency holdings. The shrinking of the parallel market has greatly contributed to the low growth in the third quarter.
Analyst analyst Wang Ying pointed out that the unclear product positioning and homogenization trend has hindered the continuous development of the market. Users still use tablet computers for games, video and other entertainment functions. From the perspective of changes in sales of non-Apple products, the rate of growth in the third quarter was 19.3%, which was much lower than the 64.8% in the second quarter. Product competition does not exceed the limitations of brands and hardware. Consumers' cognition of this type of products depends more on the development and promotion of Apple products.
Not only the domestic market, the global market began to show weakness. Data released by IDC, a world-renowned research organization, shows that in the third quarter of this year, the global tablet sales volume was 18.1 million units. Compared with the second quarter of this year, the year-on-year growth rate began to slow down and was lower than market expectations. At the same time, the market share of Apple’s iPad tablet also dropped by 6.8% to 61.5%, and is expected to decline to 59% in the fourth quarter of this year.
Product Matching Restricting Industry Development When it comes to product homogenization, the computer industry seems to be the most representative. From the traditional PC to the notebook, the industry began to pursue innovation, resulting in ultra-portable notebooks, netbooks and so on. However, these once-innovative products have finally become a transitional product of historical development because of homogeneity. In particular, netbooks, from the sudden rise to the short-lived performance, have become typical of the industry. Nowadays, tablets seem to be repeating the mistakes of netbooks.
Driven by the Apple iPad, both PC makers and handset makers have gathered in this area. Samsung, Hewlett-Packard, Lenovo, Motorola and other products emerged in an endless stream. Even Amazon, the e-reader maker, has announced its participation in the battle group, accelerating the market's similar situation.
"The Legend Pad, HP TouchPad, Asus Eee Pad and other tablet PCs not only look the same, even the name did not get rid of the shadow of Apple." In Zhongguancun Electronics Electronics City, a computer salesman named Sur said to reporters: "Currently Consumers who came to inquire and purchase were still concentrated on the Apple iPad, while other brands sold only two units this month."
In Hailong's mobile Internet terminal products franchise store, where sales staff also expressed similar views: "In addition to Apple iPad, most other brands use Google Android system, appearance, hardware, configuration are also basically the same. These manufacturers still follow the tradition The business model of consumer electronics products ultimately allows the product to return to the competitive nature of hardware, brands, channels, and prices."
Experts pointed out that at present, Apple’s dominance has made it difficult for competitors to launch a tablet that rivals the iPad in terms of hardware, marketing, software, and content, thus creating a repeat of product similarities and price wars. As consumers gradually tend to be rational, the degree of attention to such products will also decline. By then, tablet computers are likely to go the old path of the Internet.
How long the entertainment feast can last For a long time, tablet PCs are rapidly becoming popular all over the world, not only because of their novel appearance and touch screen technology, but also to incorporate unique applications. From the sales situation in the market, entertainment applications have become the biggest selling point. However, when this freshness is over, how long can the consumer's buying desire last?
“When I bought it, it was because of the variety of entertainment features that touched me and I had to take it with me.†Ms. Ding, who has been using the Apple iPad for almost a year, told reporters: “However, playing games is the second most important one. Several people have, more to show off."
Similarly, Mr. Zhong, who is engaged in marketing work for an internet company, said: “Because of frequent business trips, tablets can send me on airplanes and trains, and as an IT person, how can we be plausible without having new electronic gadgets?â€
Compared to the spirit of showing off by Ms. Ding and Mr. Zhong, Mr. Gu, who is engaged in the news industry, is much calmer. “I use the iPad purely to send and receive emails and follow news at any time, but there are still lacks in practicality. Even words are not available. How to write?â€
Wang Zhentang, chairman of Acer, believes that tablet computers are mainly used for entertainment purposes and are different from notebooks used for work and study. Once the tablet PC market is saturated, the enthusiasm of consumers to upgrade is lower than that of notebooks. Therefore, tablet PC sales will stagnate after reaching a certain level.
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