ru_slider

ru_icon_slider

CONTEXT Research Updates deliver timely insights on key market segments.

  • PCs
  • Displays
  • Imaging
  • Enterprise
  • 3D Printing

PC Research update


AMD share of Western Europe PC sales reaches 16% at the end of 2019

London, 06 February 2020 – 16% of PCs sold through Western Europe’s largest distributors in December 2019 were based on AMD-branded processors, compared to 7% in the same month of the previous year, according to the latest distribution data published by CONTEXT, the IT market intelligence company.

Displays


Adoption of large format displays continues to expand as interactive technology and digital signage capabilities improve

London, 05 February 2020 – The steady change in retail, workspace and classroom environments that is driven by the need to improve customer service or/and collaboration efficiency has resulted in another positive quarter for sales of large format displays (LFDs) through distributors in Western Europe (WE). The latest results from an impressive 2019 show fourth-quarter growth of +13% year-on-year for the category, according to the latest data published by CONTEXT, the IT market intelligence company.

Imaging


Early Q3 sees healthy demand for consumer and business laser MFPs

London, 11 September 2019 – The start of Q3 2019 saw printer sales continue to follow the pattern that has characterised the past few quarters, with healthy demand from consumer and business laser multifunction printers (MFPs), according to the latest distribution data published by CONTEXT, the IT market intelligence company.

Enterprise


By the end of 2020, no new laptop in Western Europe will be sold with hard disk drive as primary storage

London, 11 February 2020 – The adoption of SSDs for primary storage accelerated during the fourth quarter of 2019 as the volume of HDD PCs – notebooks, desktops and workstations – sold through the Western Europe (WE) IT distribution channel fell to 9.4%, according to the latest data published by CONTEXT, the IT market intelligence company.

3D Printing


Photopolymers and thermoplastics shine in 2019 as installed base of 3D printers grows

Increasing utilisation of photopolymer materials in 2019 was driven by a general rise in the installed base and by specific demand from dental applications while use of powder thermoplastics also grew thanks to strong sales of HP Multi Jet Fusion printers and a general push toward serial production




AMD share of Western Europe PC sales reaches 16% at the end of 2019

London, 06 February 2020 – 16% of PCs sold through Western Europe’s largest distributors in December 2019 were based on AMD-branded processors, compared to 7% in the same month of the previous year, according to the latest distribution data published by CONTEXT, the IT market intelligence company.

                PC processor vendor mix (consumer & commercial) : WE distribution

The share grew most in the consumer segment: while only 10% of PCs sold to retailers and consumer etailers in December 2018 were powered by AMD chips, the proportion rose to 24% at the end of last year as the rise in AMD PC volumes was coupled with a decline in sales of products based on Intel processors.

                              PC processor vendor mix: consumer channels, WE

AMD also gained share in commercial sales, but on a smaller scale and from a lower base. In December 2018, the vendor’s processors featured in 4% of PCs selling to small and medium resellers, corporate resellers and business etailers whereas, by the end of the following year, AMD’s share of the commercial segment had risen to 10%.

A number of PC vendors increased their focus on AMD offerings during 2019 as a consequence of Intel’s chip supply constraints. While AMD PC sales in commercial distribution continued to be dominated by HP and Lenovo, for consumer sales the vendor landscape remained more varied with HP, Lenovo, Acer and Asus all offering a variety of products and driving growth.

                                PC processor vendor mix: commercial channels, WE

Total sales of AMD models in December 2019 varied strongly by country. Across the five largest Western European markets, adoption was strongest in Germany (where AMD’s market share was 20%), followed by the UK (17%), Italy (16%), Spain (15%) and France (11%).

Throughout last year, Intel’s supply constraints presented PC makers with significant challenges, and AMD was able to increase its footprint as a result. Although Intel supply is expected to improve over the coming quarters, the shortage continues to impact the market and there are still gaps into which AMD can move to bring up its share, particularly of the consumer market.




Adoption of large format displays continues to expand as interactive technology and digital signage capabilities improve

London, 05 February 2020 – The steady change in retail, workspace and classroom environments that is driven by the need to improve customer service or/and collaboration efficiency has resulted in another positive quarter for sales of large format displays (LFDs) through distributors in Western Europe (WE). The latest results from an impressive 2019 show fourth-quarter growth of +13% year-on-year for the category, according to the latest data published by CONTEXT, the IT market intelligence company.

                            Large format display sales: WE distribution

 

The period was particularly strong for displays that enable interactivity and collaboration: sales of these were up by over 30% in Q4 2019. Although prices continue to decline, as a result of increasing competition between vendors trying to meet customer needs, LFDs continue to offer vendors, distributors and resellers greater value than displays sold in higher volumes. The ongoing introduction of new technologies and solutions (which lead in turn to yet more new applications) has helped revenues climb higher and higher – by almost +40% year-on-year in Q4 2019. Most countries in WE registered double-digit growth for these interactive solutions during 2019, and increasing demand in Spain led to a doubling of sales. Even so, the UK remains the biggest market for LFDs.

The dominant screen size is still 55" and this is used not only for standalone signage but also for videowalls. However, there is interest in smaller sizes, too: in Q4 2019, sales of 49" videowall panels grew by over +130% year-on-year and their average selling price (ASP) fell to about €1400 – almost 40% less than the ASP of 55" panels sold by WE distributors. As the cost of interactive displays with new technologies drops, there is a growing market for even larger screens, and sales of 84"+ displays grew by over +45% in the last quarter of 2019.

Another growth area in WE distribution is premium displays with a high level of brightness (500 nit and above) that enable uninterrupted 24/7 content delivery. In Q4 2019 these accounted for 25% of standalone signage revenues and their sales grew by +28% year-on-year with those of the highest brightness (1000 nit and above) performing particularly well. The leaders in this field are Samsung and Sony followed by LG, NEC and DynaScan. Although Sony saw a drop in sales, all the others registered double-digit growth over the quarter.

                               Large format display ASPs: WE distribution

LFDs have been around for some time now but, as sales are expected to continue growing, they remain a hot product for marketers and vendors. This is a result of the continuous evolution of digital signs and their applications in response to new technologies that seem to appear almost every day: screens are no longer just filling up otherwise blank walls but becoming integral parts of a space. Moreover, rapidly developing signage-as-a-service offers will enable businesses to upgrade quickly by investing in digital signage without having to take full and ongoing responsibility for display maintenance and content management.




Early Q3 sees healthy demand for consumer and business laser MFPs

London, 11 September 2019 – The start of Q3 2019 saw printer sales continue to follow the pattern that has characterised the past few quarters, with healthy demand from consumer and business laser multifunction printers (MFPs), according to the latest distribution data published by CONTEXT, the IT market intelligence company.

However, volume sales of printers through West Europe’s largest distributors were down by -4.4% year-on-year in July 2019. The sharp growth of +9.1% in sales of laser MFPs (mainly driven by the exceptional growth of +30% Y/Y in the consumer segment during early Q3), was offset by the sharp decline of inkjet devices (SFPs -15.5% and MFPs -6.4%) and laser SFPs (-6.9%). With distributors reporting that reseller demand for SFPs, particularly lower-spec models, is low, the ongoing shift from single- to multifunction devices is likely to be further consolidated.

Business laser MFPs, which account for 73% of sales and 89% of revenue, registered a small year-on-year volume growth of +2.9% in July 2019, leading to an increase in revenue of +9.3% and reversing the negative trend the market saw in 2018 and 2019.

Sales of, and revenues from, laser MFPs increased in almost all WE countries in July 2019. In Italy, overall printer sales continued to grow in terms of both units and revenues (+14% and +28% year-on-year respectively) with most retailers and small resellers buying from distributors thanks to their ability to offer credit lines and smaller minimum order sizes. Vendors are also benefiting from this shift which transfers financial risk to the distribution channel. However, the question now is how much distributors will ask from vendors to compensate for the higher risk they are taking.

The United Kingdom also registered strong year-on-year growth in sales of laser MFPs in July 2019, in terms of both units (+12%) and revenues (+11%), driven by the business segment (+9.2%) which accounts for 87% of laser MFP sales (96.4% in terms of revenue) in the country. Consumer laser MFPs registered outstanding growth (sales up by +33% and revenue +31%) but they only account for 13% of sales and 3.6% of revenue.

It is expected that both consumer and business demand for laser MFPs will remain strong throughout the second half of 2019 as new products become available. Lexmark, for example, is to roll out a much-needed revamp of its colour laser printers: its GO Line of more compact and faster SFPs and MFPs aimed at small and medium businesses will be available worldwide by mid-September.

While a range of promotional activities during the upcoming back-to-school and Black Friday periods are likely to lead consumer sales for the rest of the year, overall printer demand is expected to remain soft.

Consumer printer volumes and Y/Y change by category – WE distribution

Business printer volumes and Y/Y change by category – WE distribution




By the end of 2020, no new laptop in Western Europe will be sold with hard disk drive as primary storage

London, 11 February 2020 – The adoption of SSDs for primary storage accelerated during the fourth quarter of 2019 as the volume of HDD PCs – notebooks, desktops and workstations – sold through the Western Europe (WE) IT distribution channel fell to 9.4%, according to the latest data published by CONTEXT, the IT market intelligence company.

                       WE PC market share by primary storage type: all PCs

As expected, 93.3% of new laptop PCs sold in Q4 2019 had SSDs as their primary storage component, up from 66.7% at the end of 2017.

                         WE PC market share by primary storage type: laptop PCs

More surprisingly, SSDs are also increasingly being used in desktops with the proportion of new devices using them reaching 82% at the end of 2019, up from 48.5% in 2017.

 

                     WE PC market share by primary storage type: desktop PCs

 

The adoption of SSDs is fastest in Nordics and The Netherlands which had an almost HDD-less PC market by the end of 2019 with the components used in only around 2% of PCs, inclusive of laptop and desktop. Germany follows – there, SSD share of the overall PC market is 93.4% – and the UK completes the podium with only 9.9% of PCs sold in the country in Q4 2019 containing HDDs. The transition is slower in Southern Europe where an average of 85% of PCs sold at the end of 2019 came with SSDs.

The sharp fall in price per gigabyte observed in 2019 is the main driver of accelerating SSD adoption as it enables vendors to sell SSD configurations at competitive prices. Meanwhile, online storage services are getting cheaper, and the use of streaming online services more common, so there is less need for high-capacity local storage. Vendors can therefore sell models with less storage and this, too, is supporting the transition towards SSDs. And, last but not least, the majority of consumers have now experienced the advantages that SSDs bring to day-to-day computer use so are happy to pay a little more for a machine with this type of storage.

Given these trends, it is pretty safe to say that, by the end of 2020, no new laptop sold in WE will have HDD as the primary storage component – and there’s not much doubt the desktop segment will follow closely in 2021.




Photopolymers and thermoplastics shine in 2019 as installed base of 3D printers grows

London, 13 February 2020 –The Industrial/Professional printer market (that is, for all printers above $5,000), has seen a +8% rise in polymer material utilisation over the last twelve months. Within polymers, photopolymers have seen the most significant near-term growth with volume used and revenues generated from use both seeing growth of +21% over the trailing twelve months (TTM) through to Q3 2019. For thermoplastics, although the overall increase in utilisation was up only +6% for the period, the powder-based side of this market saw good growth thanks mostly to a rising installed base of HP multi-jet fusion machines across the globe.

Charts 1 and 2: Global material utilisation by Industrial/Professional printers Trailing-Twelve-Months (TTM)

For Photopolymers, while there is an underlying increase in material utilisation as the market shifts from one principally focused on prototyping to one where mass production is also a key usage, near-term increases in material sales were more the result of a growing base of installed printers for traditional 3D printing uses. One such market which has traditionally embraced 3D printing for its unique ability of mass customization (that is, tweaks to each individual product manufactured) is dentistry. Photopolymer utilisation for this historically strong dental sub-sectors was particularly strong in the TTM to the end of Q3 2019, seeing a +29% increase in throughput. Increased photopolymer utilisation was also supported just in general by the accelerating installation of vat photopolymerisation printers in the TTM to Q3 2019 which were up +28% from a year before.  Strong sales of all price-classes* of Industrial/Professional stereolithography printers from the likes of 3D Systems, EnvisionTEC, UnionTech and Carbon were seen, helping to grow the installed base. Overall shipments of stereolithography printers – laser based, LCD, DLS/CLIP and especially those leveraging DLP engines – outpaced the retirement rate of legacy printers in the field, leading to a larger operational base of Industrial/Professional printers which resulted in accelerated material usage.

Chart 3: Global Industrial/Professional printers installed by primary material/process

 

The thermoplastics market is even larger than the Industrial/Professional photopolymer market. This part of the 3D printing polymers space is dominated by material extrusion machines but recent growth in material utilisation is linked to powder bed fusion (PBF) technologies. The period Q4 2018 to Q3 2019 saw a huge increase of +41% in the number of polymer PBF printers installed, driven by growing sales of HP’s Multi Jet Fusion technology. HP offers both Industrial* price-class printers, for mass production, and Design* price-class printers, mainly for more typical 3D printing applications like prototyping and short-run production.

* 3D printer segment by price class: INDUSTRIAL ≥ $100K, DESIGN = $20K–$100K, PROFESSIONAL = $2.5K–$20K, PERSONAL ≤ $2.5K (excludes do-it-yourself DIY kit printers)

ru_form

Receive the latest Research Updates in your inbox

 

ru_channel

Research Updates are drawn from CONTEXT’s full suite of analysis tools covering the whole technology supply chain.

  • Market Intelligence

    Position yourself in the competitive landscape


    + Track units, sales, revenues and pricing

    + Size the Total Available Market

    + Analyse routes to market

    Find out more
  • Business Analytics

    Set targets, take action and measure results


    + Define your strategic market point of view

    + Take fact based decisions

    + Assess results at each stage of the value chain

    Find out more